Portfolio and Risk Analytics Solutions (PORT) Account Manager
As a member of the Bloomberg team, you will have the opportunity to shape the future of the financial industry through our cutting-edge Portfolio and Risk Analytics Solutions (PORT). We are seeking a driven and experienced Account Manager to join our dynamic team and play a crucial role in driving growth and success for our PORT products. This is a unique opportunity to utilize your expertise in finance and technology to build and maintain relationships with top-tier clients, while also driving product innovation and development. If you are a strategic thinker with a passion for delivering exceptional customer service, we want to hear from you. Join us in revolutionizing the way financial professionals manage their portfolios and mitigate risk.
- Develop and maintain relationships with top-tier clients to drive sales and promote the PORT products.
- Utilize knowledge of finance and technology to provide expert guidance and support to clients.
- Conduct regular meetings and presentations to showcase the benefits of PORT products and address any client concerns.
- Collaborate with cross-functional teams to drive product innovation and development based on client feedback and market trends.
- Serve as the main point of contact for clients, addressing any inquiries or issues in a timely and professional manner.
- Develop and maintain a deep understanding of the financial industry and the competitive landscape to identify new business opportunities.
- Monitor and analyze client usage and provide strategic recommendations to increase product adoption and retention.
- Ensure timely and accurate delivery of product updates and releases to clients.
- Collaborate with the marketing team to develop marketing strategies and materials to promote PORT products.
- Stay up-to-date on industry regulations and compliance requirements to ensure clients are in compliance when using PORT products.
- Provide exceptional customer service and support to clients, serving as a trusted advisor and problem solver.
- Attend industry events and conferences to promote PORT products and network with potential clients.
- Assist in the onboarding and training of new clients to ensure a smooth and successful implementation of PORT products.
- Maintain accurate records of client interactions and updates in the company's CRM system.
- Continuously monitor and report on key metrics and progress towards sales and growth targets.
Strong Understanding Of Financial Markets And Portfolio Management: A Successful Port Account Manager Should Have A Deep Knowledge Of Financial Markets And The Factors That Impact Portfolio Performance. This Includes A Strong Understanding Of Asset Classes, Risk Management Strategies, And Portfolio Analysis Techniques.
Experience In Client Relationship Management: As A Port Account Manager, One Of The Primary Responsibilities Is To Develop And Maintain Strong Relationships With Clients. This Requires Excellent Communication And Interpersonal Skills, As Well As The Ability To Understand And Address The Specific Needs Of Each Client.
Proficiency In Bloomberg Terminal And Port Solutions: Since Bloomberg's Port Solution Is A Key Part Of The Job, A Strong Candidate Should Have A High Level Of Proficiency In Using Bloomberg Terminal And Port Analytics Tools. This Includes A Thorough Understanding Of The Platform's Features And The Ability To Troubleshoot And Resolve Technical Issues.
Proven Track Record Of Sales And Business Development: The Port Account Manager Is Also Responsible For Driving Sales And Revenue Growth For Bloomberg's Portfolio And Risk Analytics Solutions. Therefore, A Successful Candidate Should Have A Proven Track Record Of Sales And Business Development, With The Ability To Identify And Pursue New Business Opportunities.
Strong Analytical And Problem-Solving Skills: In Addition To Understanding Financial Markets And Portfolio Management, The Port Account Manager Must Also Have Strong Analytical And Problem-Solving Skills. This Includes The Ability To Analyze Complex Data, Identify Trends, And Provide Actionable Insights To Clients To Help Them Make Informed Decisions.
Financial Analysis
Communication Skills
Data Analysis
Presentation skills
Portfolio Management
Technical
Risk assessment
Client Relationship Management
Sales Strategy
Investment Strategies
Market Knowledge
Performance Reporting
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Portfolio and Risk Analytics Solutions (PORT) Account Manager in New York, NY, USA is $105,000 - $130,000 per year. However, this range can vary depending on factors such as experience, education, and specific company and industry. It is also important to note that salary ranges can change over time and may be impacted by economic factors.
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Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day.
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