Senior Technical Account Manager - Portfolios

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Posted May 31, 2024 - Requisition No. 125711

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:

The Portfolios Account Management Team sits within the Managed Investments & Benchmark division of the Data Department. 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 holdings and provide them with visibility over the underlying investment of funds.

What’s the role?

Bloomberg’s Portfolios Account Management Team is looking for a Senior 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. Your focus will be on EMEA, where 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 fund houses to work closely with them in disclosing their proprietary portfolio holdings
  • Acquire, update & maintain high-quality holdings data
  • Create and lead on seminars around the themes of Funds and Portfolio Holdings Analytics to engage with your accounts in their respective markets
  • 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 and client engagement
  • 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:

*Please note we use years of experience as a guide but we certainly will consider applications from all candidates who are able to demonstrate the skills necessary for the role.

  • A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
  • Minimum of 5 years + of experience working as a data analyst or in the asset management and/or finance industry*
  • Excellent written communication and presentation skills
  • Ability to build strong relationships
  • Ability to think critically in improving and developing products
  • Strong organization skills with ability to balance multiple projects simultaneously
  • A curiosity about data management and the asset management industry
  • Growing curiosity about the world of data and using data to drive actions

We'd love to see:

  • Experience with the Funds Market and solid grasp of its key concepts
  • Understanding of fund investment strategies and an understanding of different fund types
  • Good knowledge of Python and SQL or a desire to learn
  • Chartered Financial Analyst (CFA) designation or working towards it

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!

Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you would prefer to discuss this confidentially, please email (Americas), (Europe, the Middle East and Africa), or (Asia-Pacific), based on the region you are submitting an application for. Alternatively, you can get support from our disability partner EmployAbility, please contact +44 7852 764 684 or

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