Product Manager- Equity Screening

Bloomberg; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Bloomberg is seeking a seasoned Product Manager to lead Company Screening initiatives within the Bloomberg Terminal and AI-enabled experiences. You will architect screening workflows, model data collaboration with Engineering and Data teams, and guide migration from legacy systems to scalable AI-driven solutions.

You’ll shape the product direction across datasets such as Funds and Indices, ensuring performance, trust, and continuity for clients as you drive adoption and commercial impact.

Qualifications

• 7+ years of product management or equivalent experience in Company Analysis.
• Strong knowledge of company data, including company financial, firmographic, and related datasets.
• Familiarity with private company data and the challenges of coverage, comparability, quality, and discoverability.
• Familiarity with Funds, Indices, or other adjacent financial datasets.
• Experience working with data systems, APIs, data modeling, analytics platforms, or large-scale query workflows.
• Ability to operate across technical and business domains, partnering effectively with Engineering, Data, Sales, and Product stakeholders.
• Proven ability to define product strategy, make prioritization decisions, and execute in ambiguous, cross-functional environments.
• Technical fluency, sound judgement, and a pragmatic problem-solving mindset.

Responsibilities

• Define and drive the product strategy for Company Screening across the Bloomberg Terminal, including integration into AI tools such as ASKB.
• Own the product roadmap, balancing client needs, commercial priorities, technical feasibility, and migration requirements.
• Assess adjacent domains, such as Funds and Indices, to identify opportunities to standardize client screening workflows by developing and reusing common components.
• Translate client and business needs into clear product direction, requirements, and prioritization.
• Partner closely with Engineering, Data, and Product teams to deliver scalable screening capabilities aligned with infrastructure and migration initiatives.
• Ensure screening criteria, results, analytics, and workflows are delivered consistently across user interfaces, APIs, data products, and AI-enabled experiences.
• Define success metrics and measure impact through adoption, client engagement, data usage, workflow completion, and commercial outcomes.
• Work with Sales, Support, and client-facing teams to understand user pain points, validate product decisions, and support client migration and adoption.

Skills

Product management

Company data

APIs

Data modeling

Analytics platforms

Cross-functional leadership

Technical fluency

Education

Bachelor's degree

CFA designation

Tools

Bloomberg Terminal

AI-enabled workflows

Job description

AI is reshaping what clients expect from Company Screening: faster discovery, more flexible criteria, explainable results, and clearer next steps for analysis. This role will sit at the forefront of defining the next generation of Company Screening workflows across the Bloomberg Terminal and related AI-enabled experiences.

You will decompose the full screening lifecycle, from helping clients understand which datasets they can screen on, to defining flexible tools for creating and refining screening criteria, to improving how users interact with results, track changes over time, and move into deeper analysis.

At times, this role will be technical. You will partner closely with Engineering and Data teams to determine how data should be modeled, cached, queried, and delivered so that large-scale screening workflows remain performant and reliable. The role will also help define migration paths from legacy screening applications to modern, AI-enabled workflows, ensuring clients retain trust, transparency, and continuity.

Part of the role will be looking beyond Company Screening, identifying opportunities to build reusable components that can support adjacent workflows such as Fund Screening and Index Screening.

We'll trust you to:

• Define and drive the product strategy for Company Screening across the Bloomberg Terminal, including integration into AI tools such as ASKB.
• Own the product roadmap, balancing client needs, commercial priorities, technical feasibility, and migration requirements.
• Assess adjacent domains, such as Funds and Indices, to identify opportunities to standardize client screening workflows by developing and reusing common components.
• Translate client and business needs into clear product direction, requirements, and prioritization.
• Partner closely with Engineering, Data, and Product teams to deliver scalable screening capabilities aligned with infrastructure and migration initiatives.
• Ensure screening criteria, results, analytics, and workflows are delivered consistently across user interfaces, APIs, data products, and AI-enabled experiences.
• Define success metrics and measure impact through adoption, client engagement, data usage, workflow completion, and commercial outcomes.
• Work with Sales, Support, and client-facing teams to understand user pain points, validate product decisions, and support client migration and adoption.

You'll need to have:

• 7+ years of product management or equivalent experience in Company Analysis. Either from leveraging Company screening as part of your workflow or from product managing the build of company screening tools.
• Strong knowledge of company data, including company financial, firmographic, and related datasets.
• Familiarity with private company data and the challenges of coverage, comparability, quality, and discoverability.
• Familiarity with Funds, Indices, or other adjacent financial datasets.
• Experience working with data systems, APIs, data modeling, analytics platforms, or large-scale query workflows.
• Ability to operate across technical and business domains, partnering effectively with Engineering, Data, Sales, and Product stakeholders.
• Proven ability to define product strategy, make prioritization decisions, and execute in ambiguous, cross-functional environments.
• Technical fluency, sound judgement, and a pragmatic problem-solving mindset.

We'll love to see:

• Familiarity with Bloomberg Terminal workflows, especially Company Screening, Fund Screening, Index Screening, or similar platforms.
• Experience with AI-enabled workflows, natural-language interfaces, data discovery, or decision-support tools.
• CFA or similar designation.
• Clear written and verbal communication skills, with the ability to explain complex concepts simply.