Role OverviewAs a Senior Technical Account Manager - Portfolios, you will be responsible for building strong relationships with fund houses, engaging with them regularly, and sourcing their portfolio holdings. You will work closely with the Sales, Product, and Engineering departments to support the development of new/enhanced holdings-based terminal functionality. You will also engage with fund houses, regulators, and various other parties to ensure high visibility over their portfolio holdings.
What You Will Do
Your responsibilities will include establishing and managing relationships with major fund houses, acquiring, updating, and maintaining high-quality holdings data, and working with other data and core business groups to help develop and improve the holdings product and portfolios functionality across the Terminal.
Why It Might Be a Fit
We are looking for a candidate with a minimum of 2 years of experience working in the financial industry or working directly with clients, and a strong understanding of the buy-side. You should be able to think critically in improving and developing products, and have excellent written communication and presentation skills.
Requirements
- Minimum of 2 years + experience working in 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
- Excellent written communication and presentation skills
Benefits
- Paid holidays
- Paid time off
- Medical
- Dental
- Vision
- Short and long term disability benefits
- 401(k) +match
- Life insurance
- Wellness programs
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