Portfolio Solutions Architect - Technical Account Lead

Bloomberg; Princeton (NJ); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Comprehensive benefits package

Job summary

Bloomberg is seeking a Senior Technical Account Manager for Portfolios in Princeton. You will manage key fund-house relationships, source proprietary holdings, and collaborate with Product, Sales, and Engineering to enhance holdings-based terminal features.

Ideal candidates have 2+ years in finance or client-facing roles, and a strong grasp of market data, buy-side dynamics, and Python when applicable. Excellent communication and multitasking abilities are essential in this fast-paced

Qualifications

• Minimum of 2 years+ experience in the financial industry or with clients
• Experience with exchanges market, market data industry, and/or understanding its concepts
• Strong understanding of the buy-side
• Ability to think critically in improving and developing products
• Strong organization skills with ability to balance multiple projects
• Excellent written communication and presentation skills

Responsibilities

• Establish and manage relationships with major fund houses to disclose proprietary portfolio holdings
• Acquire, update & maintain high-quality holdings data
• Work with Product, Sales, News and Engineering to develop holdings functionality across the Terminal
• Develop innovative ideas and project proposals on Portfolio Holdings functionality
• Participate in Roundtable discussions and seminars on funds and holdings analytics
• Engage in projects that drive departmental initiatives and goals
• Attend industry events and conferences on funds and holdings

Skills

Client management

Financial industry experience

Exchanges market knowledge

Buy-side understanding

Critical thinking

Organization skills

Communication skills

Python

BI tools

Education

Master's degree/CFA/CAIA

Tools

Python

Job description

Bloomberg is seeking a Senior Technical Account Manager for Portfolios in Princeton. You will manage key fund-house relationships, source proprietary holdings, and collaborate with Product, Sales, and Engineering to enhance holdings-based terminal features.

Ideal candidates have 2+ years in finance or client-facing roles, and a strong grasp of market data, buy-side dynamics, and Python when applicable. Excellent communication and multitasking abilities are essential in this fast-paced