Senior Technical Account Manager - Portfolios

Bloomberg; New York (NY); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision

401(k) + match

Paid holidays

Paid time off

Job summary

Bloomberg in New York seeks a Senior Technical Account Manager for Portfolios to manage top fund-house relationships, source holdings data, and drive holdings-centric features across Bloomberg Terminal and Enterprise products.

You will partner with Sales, Product and Engineering to improve portfolio analytics, assess data quality, and support new analytics capabilities for clients on the Portfolios platform.

Qualifications

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

Responsibilities

• Establish and manage relationships with fund houses and clients.
• Acquire, update & maintain high-quality holdings data.
• Collaborate with Product, Sales and Engineering to enhance holdings functionality.
• Propose innovative Portfolio Holdings features and improvements.
• Participate in industry events and roundtables on funds and holdings.
• Support departmental initiatives and goals and align with business priorities.
• Engage regulators and other parties to ensure visibility of holdings.

Skills

Client relationship management

Communication skills

Portfolio holdings analytics

Problem solving

Python (basic)

Education

Master's degree or CFA/CAIA

Tools

Python

Business Intelligence

Job description

Senior Technical Account Manager - Portfolios

New York

Description & Requirements

Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes.

Our Team:

As a team, we are responsible for sourcing proprietary portfolio holdings information, normalizing it and making it available within the Bloomberg Terminal and Enterprise products. We source this information through establishing and maintaining strong relationships with fund houses globally, and other content partners in the funds industry.

Within the Portfolios Account Management Team, we help our clients make quicker and more informed decisions by empowering them with the right tools to analyze portfolios and provide them with visibility over the underlying investment of funds.

The Role:

Bloomberg’s Portfolios Account Management Team is looking for a Technical Account Manager to join its growing team. As part of the team, you will be responsible for building strong relationships with fund houses, engaging with them regularly, and sourcing their portfolio holdings. You will be responsible for a list of accounts, covering all fund types from Mutual Funds to ETPs.

You will engage with fund houses, regulators, and various other parties to ensure high visibility over their portfolio holdings. You will also work closely with our Sales, Product, and Engineering departments to support the development of new/enhanced holdings-based terminal functionality, assess the different quality dimensions of the product, and make Bloomberg the platform of choice for data dissemination.

We'll trust you to:

• Establish and manage relationships with major fund houses to work closely with them in disclosing their proprietary portfolio holdings
• Acquire, update & maintain high-quality holdings data
• Work with other data and core business groups, such as Product, Sales, News and Engineering to help develop and improve the holdings product and portfolios functionality across the Terminal
• Come up with innovative ideas and project proposals on Portfolio Holdings functionality
• Participate in roundtable discussions and seminars around the themes of funds and portfolio holdings analytics to engage with your accounts in their respective markets
• Participate actively in new projects that drive departmental initiatives and goals
• Attend industry events and conferences around funds and holdings

You'll need to have:

• Minimum of 2 years + experience working the financial industry or working directly with clients
• Experience with the exchanges market, market data industry, and/or solid grasp of 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 simultaneously
• Excellent written communication and presentation skills

We'd love to see:

• Master's degree or certification such as a CFA charter holder or CAIA
• Knowledge of Python
• Experience in using business intelligence to identify gaps and trends, or opportunities for product enhancements

Does this sound like you?

Salary Range = 90,000-125,000 USD Annual+ Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include

• merit increases
• incentive compensation (exempt roles only)
• paid holidays
• paid time off
• medical
• dental
• vision
• short and long term disability benefits
• 401(k) +match
• life insurance
• and various wellness programs, among others.

The Company does not provide benefits directly to contingent workers/contractors and interns.

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