Senior Technical Account Manager — Portfolio Data & Holdings

Bloomberg; Princeton (NJ); Sur place; USD 90 000 - 125 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

Paid time off

Wellness program

Résumé du poste

Bloomberg is seeking a Technical Account Manager to join the Portfolios Account Management Team in Princeton. You will build and maintain relationships with fund houses, sourcing and validating portfolio holdings, and collaborating with Sales, Product, and Engineering to enhance holdings-based terminal functionality.

You will engage with regulators and clients to ensure visibility of holdings data while contributing innovative proposals and participating in industry events related to funds and

Qualifications

• Minimum of 2 years+ experience in the financial industry or working directly with clients.
• Strong understanding of the buy-side and market data concepts.
• Excellent written communication and presentation skills.

Responsabilités

• Establish and manage relationships with major fund houses to disclose proprietary portfolio holdings.
• Acquire, update and maintain high-quality holdings data across funds.
• Collaborate with Product, Sales, News and Engineering to improve holdings analytics and portfolio functionality.
• Engage with fund houses, regulators, and other stakeholders to maintain high visibility into holdings data.
• Contribute to new projects and ideas to advance Portfolio Holdings capabilities.

Connaissances

Financial industry experience

Client-facing

Critical thinking

Excellent communication

Formation

Master’s degree or CFA/CAIA

Outils

Python

Description du poste

Bloomberg is seeking a Technical Account Manager to join the Portfolios Account Management Team in Princeton. You will build and maintain relationships with fund houses, sourcing and validating portfolio holdings, and collaborating with Sales, Product, and Engineering to enhance holdings-based terminal functionality.

You will engage with regulators and clients to ensure visibility of holdings data while contributing innovative proposals and participating in industry events related to funds and