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For Companies At a Glance
- Tasks: Build relationships with fund houses and manage portfolio holdings data.
- Company: Bloomberg is a global leader in financial data and technology solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and innovation.
- Why this job: Join a team that empowers clients with cutting-edge tools and insights in finance.
- Qualifications: 5+ years in financial services; strong understanding of the Funds Market required.
- Other info: Opportunities to attend industry events and engage in innovative projects.
The predicted salary is between 43200 - 72000 £ per year.
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 portfolios 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 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 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
- Create and lead on roundtables 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:
- 5+ years of work experience in the financial services industry, including exchanges, market data providers or financial institutions
- Experience with the Funds Market 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 and/or SQL
- 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!
Senior Technical Account Manager - Portfolios (London) employer: London, United Kingdom
Contact Detail:
London, United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Account Manager - Portfolios (London)
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly the funds market. Understanding key concepts and trends will help you engage more effectively with fund houses and demonstrate your expertise during discussions.
✨Tip Number 2
Network actively within the financial services sector. Attend industry events and conferences related to funds and portfolio holdings. Building relationships with professionals in the field can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your problem-solving skills by preparing examples of how you've improved processes or developed innovative solutions in previous roles. This will highlight your ability to think critically and contribute to the team’s goals.
✨Tip Number 4
Brush up on your technical skills, especially in Python and SQL. Being able to discuss how you can leverage these tools to enhance data analysis and product functionality will set you apart from other candidates.
We think you need these skills to ace Senior Technical Account Manager - Portfolios (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly focusing on your work with fund houses and portfolio management. Use specific examples to demonstrate your skills in relationship management and data analysis.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities of the Technical Account Manager position, especially your ability to engage with clients and improve product functionality.
Showcase Your Technical Skills: If you have experience with Python, SQL, or business intelligence tools, make sure to mention these in your application. Highlight any projects where you've used these skills to enhance product offerings or identify market trends.
Prepare for Potential Questions: Think about how you would answer questions related to your experience in the funds market and your approach to managing multiple projects. Be ready to discuss specific examples that showcase your problem-solving abilities and critical thinking skills.
How to prepare for a job interview at London, United Kingdom
✨Know Your Financial Services
Make sure you have a solid understanding of the financial services industry, particularly the funds market. Brush up on key concepts and trends, as this knowledge will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Relationship-Building Skills
Since the role involves establishing and managing relationships with fund houses, prepare examples of how you've successfully built and maintained professional relationships in the past. Highlight your communication skills and ability to engage with various stakeholders.
✨Prepare for Technical Questions
Expect questions related to data management and technical solutions. Be ready to discuss your experience with tools like Python or SQL, and how you've used them to enhance product functionality or improve processes in previous roles.
✨Demonstrate Problem-Solving Abilities
The role requires critical thinking and innovative problem-solving. Prepare to discuss specific challenges you've faced in your career and how you approached them. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
