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Portfolio and Risk Analytics Solutions (PORT) Account Manager, Enterprise Sales - Bloomberg Financial Solutions



Accounting & Finance, Sales & Business Development, Data Science
New York, NY, USA
Posted on Saturday, September 2, 2023

Portfolio and Risk Analytics Solutions (PORT) Account Manager, Enterprise Sales - Bloomberg Financial Solutions

New York, NY

Posted Aug 29, 2023 - Requisition No. 118445

Bloomberg is a global leader in business and financial information, news and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. To ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Our Team

PORT Enterprise Sales team members sell state-of-the-art enterprise level Portfolio and Risk Analytics Solutions to the world's top institutional buyside firms. PORT Enterprise is a comprehensive solution for financial professionals to achieve their objectives using state-of-the-art advanced portfolio modules to assess performance and risk. Through enhanced central administration, a cutting-edge report builder and sophisticated batch engine, PORT Enterprise delivers consistent insight, enabling our clients to create and execute differentiating investment strategies! 

What's the role?

As an Account Manager, you will be responsible for driving usage and adoption across firms using PORT Enterprise products and identifying upsell opportunities within accounts to expand the use of Bloomberg solutions. You will work closely with implementations, support, and operations to ensure firms are using the enterprise solution as intended and supported at the level the buyside community expects from a strategic investment technology partner. You will build strong relationships across your coverage, including senior level relationships, and use these relationships to identify opportunities to expand the firm's use of buyside enterprise services. You'll need to demonstrate credibility with a proven competency and knowledge of the buy-side community and have a deep understanding of fundamental portfolio management concepts such as performance attribution, multi-factor risk models, and portfolio optimization.

We will trust you to: 

  • Increase client usage and adoption of our Portfolio Enterprise Solution through client specific strategies to raise awareness of advanced models and enterprise workflows 
  • Build relationships with the front, middle, and back office, including senior level relationships with decision makers 
  • Partner with new business on opportunities to generate revenue through the upsell of PORT Enterprise across new teams and functions 
  • Collaborate with Core and Enterprise sales to identify cross-selling opportunities for additional products 
  • Take a lead role in conducting internal and external training sessions on new product releases, and provide feedback to product teams 
  • Travel extensively to meet with clients 

You'll need to have: 

  • 3+ years' experience selling portfolio and or risk solutions into the buy-side 
  • 5+ years' experience selling financial technology software  
  • A competent grasp of the buy-side workflow structure 
  • Proven track record of outstanding customer service, ideally servicing Financial Institutions 
  • Ability to develop and maintain strong client relationships 
  • Excellent communication and presentation skills 
  • Aptitude to excel in a fast paced, rapidly growing environment 
  • Availability for regular travel

We’d love to see:

  • Team player attitude and collaborative style across multiple product lines and sales teams 
  • Proven record of accomplishment running complex sales engagements 

What’s It Like To Work Here? 

We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn’t all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.

What is Bloomberg?: 

View our Benefits: https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601

Does this sound like you?

Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at: https://www.bloomberg.com/company/what-we-do/ 
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you would prefer to discuss this confidentially, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net  (Asia-Pacific), based on the region you are submitting an application for.

Salary Range: 125,000 - 185,000 USD Annually + 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.