Senior Technical Account Manager - Portfolios
bloombergBrooklyn, NY
Senior Technical Account Manager - Portfolios
bloombergBrooklyn, NY
today
Occupations
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationOpen-End Investment FundsAbout the role
Overview:
In this role you will lead strategic relationships with fund houses to source and maintain proprietary portfolio holdings data. You will partner with Product, Sales, and Engineering to enhance holdings-based functionality on the Bloomberg platform, driving data quality and adoption. You will influence across teams and participate in industry events to advance Funds and Holdings analytics. This is a data-driven, cross-functional role focused on making Bloomberg the platform of choice for portfolio holdings dissemination. Compensation / Benefits medical dental vision 401(k) + match life insurance paid time off
Responsibilities:
Establish and manage relationships with major fund houses to disclose proprietary holdings Acquire, update & maintain high-quality holdings data Collaborate with Product, Sales, News and Engineering to improve holdings functionality across the Terminal Propose innovative ideas and projects for Portfolio Holdings functionality Participate in roundtable discussions and seminars on funds and holdings analytics Engage in new projects that advance departmental goals Attend industry events and conferences related to funds and holdings
Key requirements:
Minimum of 2 years in financial services or client-facing roles Experience with exchanges/market data and understanding of market concepts Strong buy-side understanding Critical thinking for product development Strong organizational skills with multiple concurrent projects Excellent written communication and presentation skills Relationship development Cross-functional collaboration Effective communication Organizational effectiveness Python Business intelligence to identify data gaps and product opportunities
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JOB OVERVIEW
Experience level
Senior
Location
Brooklyn, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today
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