Technical Account Manager - Portfolios

Bloomberg is hiring a Technical Account Manager - Portfolios in London, United Kingdom. Level rates it ; you can apply on Level.

AI in this role

Manage key accounts and source proprietary portfolio holdings data from global fund houses at Bloomberg.

bloomberg-terminal

account-managementdata-sourcingclient-relationsfinancial-data

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:

A bachelor's degree or higher in relevant data technology or financial field, or equivalent professional work experience
Minimum of 2+ years of experience* working as a data analyst or in the asset management and/or finance industry
Strong understanding of the Funds Market and the Buy Side
Excellent written communication and presentation skills
Ability to build strong relationships
Ability to think critically in improving and developing products
Strong organization skills with ability to balance multiple projects simultaneously
A curiosity about data management and the asset management industry

*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.
We'd love to see:

Experience with the Funds Market
Proficiency in additional languages (Spanish, Italian, French or German)
Understanding of fund investment strategies and an understanding of different fund types
Chartered Financial Analyst (CFA) designation or working towards it
Good knowledge of Python or a desire to learn

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!

If indicated, please note that years of experience are a guide; we will consider applications from all candidates who can demonstrate the skills necessary for the role. 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

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. Open the description and count.

Key facts

Technical Account Manager - Portfolios is an open job at Bloomberg.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in London, United Kingdom.
The job was posted on October 15, 2026.
Seniority: mid.
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 ManagementData SourcingClient RelationsFinancial DataBloomberg 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 data sourcing was part of your work. What did you do?
Tell me about a project where client relations 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?
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, Data Sourcing, Client Relations, Financial Data, 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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