Description & RequirementsOur 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? Apply if you think we're a good match. We'll get in touch to let you know what the next steps are!
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.
