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For Companies At a Glance
- Tasks: Build relationships with fund houses and manage portfolio holdings data.
- Company: Bloomberg delivers powerful data and analytics to clients worldwide.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and innovation.
- Why this job: Join a team that empowers clients with tools for informed investment decisions.
- Qualifications: 5+ years in financial services; strong understanding of the Funds Market required.
- Other info: Engage in industry events and contribute to innovative projects.
The predicted salary is between 43200 - 72000 £ per year.
Senior Technical Account Manager – Portfolios
Location
London
Business Area
Data
Ref #
10043971
Description & Requirements
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:
*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.
- 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!
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Senior Technical Account Manager - Portfolios employer: Bloomberg
Contact Detail:
Bloomberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Account Manager - Portfolios
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with fund houses. Attend industry events and conferences to meet potential contacts and learn more about the latest trends in portfolio management.
✨Tip Number 2
Familiarise yourself with Bloomberg's products and services, particularly those related to portfolio holdings. Understanding how these tools work will help you engage more effectively with clients and demonstrate your value during interviews.
✨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, which is essential for this position.
✨Tip Number 4
Brush up on your knowledge of Python and SQL, as these skills are beneficial for analysing data and identifying trends. Consider taking a short course or working on personal projects to strengthen your proficiency before applying.
We think you need these skills to ace Senior Technical Account Manager - Portfolios
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly with fund houses and portfolio management. Emphasise your skills in relationship management and any technical expertise that aligns with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the funds market and your ability to think critically about product development. Use specific examples from your past experience to demonstrate how you can contribute to Bloomberg's Portfolios Account Management Team.
Highlight Technical Skills: If you have knowledge of Python, SQL, or business intelligence tools, make sure to mention these in your application. Explain how these skills can help improve and develop products within the team.
Showcase Communication Skills: Since excellent written communication is crucial for this role, ensure your application is well-structured and free of errors. Consider including examples of past presentations or reports you've created to illustrate your communication abilities.
How to prepare for a job interview at Bloomberg
✨Know Your Data
As a Senior Technical Account Manager, you'll be dealing with data constantly. Brush up on your knowledge of portfolio holdings and the financial services industry. Be prepared to discuss how you can leverage data to improve client relationships and product functionality.
✨Showcase Your Relationship-Building Skills
This role requires strong relationship management with fund houses. Prepare examples from your past experiences where you've successfully built and maintained professional relationships. Highlight your communication skills and how they have helped you in previous roles.
✨Demonstrate Problem-Solving Abilities
Bloomberg values innovative solutions. Think of specific instances where you've identified workflow efficiencies or developed new ideas for product enhancements. Be ready to discuss these examples and the impact they had on your team or organisation.
✨Prepare for Technical Questions
Given the technical nature of the role, expect questions related to Python, SQL, and business intelligence tools. Brush up on your technical skills and be ready to explain how you've used these tools in your previous roles to drive results.
