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Senior Technical Account Manager Portfolios
Job Location:
Job Location:
Princeton, NJ - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
18 August 2026 (22 days ago)
Posted:
Application Deadline:
15 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Senior Technical Account Manager - Portfolios
Location
Princeton
Business Area
Data
Ref #
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 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:
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.
The Role:
Bloombergs 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. 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.
Well 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
- 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
Youll need to have:
- Minimum of 2 years experience working the financial industry or working directly with clients
- Experience with the exchanges market market data industry 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
Wed love to see:
- Masters degree or certification such as a CFA charter holder or CAIA
- Knowledge of Python
- Experience in using business intelligence to identify gaps and trends or opportunities for product enhancements
Does this sound like you
Apply if you think were a good match. Well get in touch to let you know what the next steps are!
Salary Range USD Annual Benefits Bonus
The referenced salary range is based on the Companys good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location work experience market conditions education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases incentive compensation (exempt roles only) paid holidays paid time off medical dental vision short and long term disability benefits 401(k) match life insurance and various wellness programs among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases incentive compensation (exempt roles only) paid holidays paid time off medical dental vision short and long term disability benefits 401(k) match life insurance and various wellness programs among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
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Required Experience:
Senior IC
About Company
Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day. Our customers around the world rely on ... View more
