Senior Technical Account Manager, Portfolios & Holdings

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

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.