Senior Technical Account Manager - Portfolios

Bloomberg is hiring a Senior Technical Account Manager - Portfolios. It pays $90k-$125k a year and Level rates it ; you can apply on Bloomberg.

Level's read on this job

On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
Tools and skills the posting cites include Bloomberg Terminal, account management and relationship management.
Level classifies it as a senior role.
Level lists 338 other open roles at Bloomberg.
The role was posted within the past two weeks.

AI in this role

Manage relationships with major fund houses to source and maintain proprietary portfolio holdings data for Bloomberg products.

bloomberg-terminal

account-managementrelationship-managementfinancial-dataportfolio-analytics

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: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:

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. 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
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

You'll 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

We'd love to see:

Master's 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 we're a good match. We'll get in touch to let you know what the next steps are! Salary Range = 90,000 - 125,000 USD Annual + Benefits + Bonus
The referenced salary range is based on the Company's 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.
Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.

How we rate this

Senior Technical Account Manager - Portfolios at Bloomberg rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Senior Technical Account Manager - Portfolios is an open job at Bloomberg.
Level rates this role AI Level 1 of 4: Little AI.
The listed salary is $90k-$125k a year.
The role is based in Princeton, New Jersey, United States of America.
The job was posted on October 14, 2026.
Seniority: senior.
Applications are handled by Bloomberg. Apply on Bloomberg

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Account ManagementRelationship ManagementFinancial DataPortfolio AnalyticsBloomberg Terminal

Questions you could be asked

Tell me about a project where account management was part of your work. What did you do?
Tell me about a project where relationship management was part of your work. What did you do?
Tell me about a project where financial data was part of your work. What did you do?
Tell me about a project where portfolio analytics was part of your work. What did you do?
Walk me through how you've used Bloomberg Terminal in your day-to-day work.

Adapt your resume

List these exact terms on your resume: Account Management, Relationship Management, Financial Data, Portfolio Analytics, and Bloomberg Terminal. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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