Senior Technical Account Manager - Portfolios
Bloomberg - Princeton, NJ
Hiring: Senior Technical Account Manager - Portfolios Company: Bloomberg Location: Princeton, NJ Job Posted Time: 2026-09-03 14:39:04 Target Skills & Keywords : CFA, Python About the job Experience: •2 years + experience working the financial industry or working directly with clients Required Skills: •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 •Interface directly 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 •Minimum of 2 years + experience working the financial industry or working directly with clients Qualifications: •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. Compensation: •$90,000 - $125,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!