Overview
In this role, you will strengthen relationships with fund houses across EMEA and source their proprietary portfolio holdings. You will help acquire and maintain high-quality holdings data and work with Product, Sales and Engineering to enhance portfolios functionality on the Bloomberg Terminal. You’ll lead roundtables and engage clients to enable faster, more informed decisions. This position sits at the intersection of data, product and client success, driving holdings-driven analytics forward.
Responsibilities
- Establish and manage relationships with major fund houses to disclose proprietary holdings
- Acquire, update & maintain high-quality holdings data
- Collaborate with Product, Sales, News and Engineering to improve holdings product and terminal functionality
- Propose innovative Portfolio Holdings functionalities and project ideas
- Lead roundtables/seminars on Funds and Portfolio Holdings Analytics
- Participate in new projects aligning with department goals
- Attend industry events and conferences on Funds and Holdings
Key requirements
- 2+ years of experience as a data analyst or in asset management/finance
- Strong understanding of the Funds Market and the Buy Side
- Excellent written communication and presentation skills
- Ability to build strong relationships
- Critical thinking to improve and develop products
- Strong organizational skills to manage multiple projects
- Curiosity about data management and the asset management industry
- Relationship building
- Clear communication
- Public speaking
- Strategic thinking
- Organization
- Python
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