Senior Portfolio Data & Tech Account Manager

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

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Paid holidays and time off

Job summary

Bloomberg is seeking a Technical Account Manager for the Portfolios Account Management Team in Princeton, NJ. You will build strong relationships with fund houses, sourcing and maintaining holdings data, and collaborating with Sales, Product and Engineering to develop holdings-based terminal functionality.

You will engage with regulators and clients to ensure visibility of holdings and drive improvements in analytics and data quality.

Qualifications

• 2+ years in financial industry or direct client work.
• Experience with exchanges market or market data concepts.
• Strong buy-side understanding and product mindset.
• Excellent written communication and presentation skills.

Responsibilities

• Build and maintain relationships with major fund houses.
• Acquire, update and maintain high-quality holdings data.
• Collaborate with Product, Sales and Engineering to enhance holdings-related terminal functionality.
• Identify improvements and propose projects around portfolio holdings analytics.
• Engage with industry events to promote funds and holdings analytics.

Skills

Client management

Market data understanding

Buy-side knowledge

Critical thinking

Organization

Excellent communication

Education

Master's degree or CFA/CAIA

Tools

Python

Job description

Bloomberg is seeking a Technical Account Manager for the Portfolios Account Management Team in Princeton, NJ. You will build strong relationships with fund houses, sourcing and maintaining holdings data, and collaborating with Sales, Product and Engineering to develop holdings-based terminal functionality.

You will engage with regulators and clients to ensure visibility of holdings and drive improvements in analytics and data quality.