Product Manager - Company Screening

Details

AI is reshaping what clients expect from Company Screening: faster discovery, more flexible criteria, explainable results, and clearer next steps for analysis. This role will define the next generation of Company Screening workflows across the Bloomberg Terminal and related AI-enabled experiences.

The role covers the full screening lifecycle, including helping clients understand available datasets, creating and refining screening criteria, interacting with results, tracking changes over time, and moving into deeper analysis. It also involves partnering with Engineering and Data teams to determine how data should be modeled, cached, queried, and delivered so that large-scale screening workflows remain performant and reliable.

The role will help define migration paths from legacy screening applications to modern, AI-enabled workflows while maintaining client trust, transparency, and continuity. It will also identify reusable components for adjacent workflows such as Fund Screening and Index Screening.

Responsibilities

• Define and drive the product strategy for Company Screening across the Bloomberg Terminal, including integration into AI tools such as ASKB.
• Own the product roadmap, balancing client needs, commercial priorities, technical feasibility, and migration requirements.
• Assess adjacent domains, such as Funds and Indices, to identify opportunities to standardize client screening workflows through reusable components.
• Translate client and business needs into clear product direction, requirements, and prioritization.
• Partner with Engineering, Data, and Product teams to deliver scalable screening capabilities aligned with infrastructure and migration initiatives.
• Ensure screening criteria, results, analytics, and workflows are delivered consistently across user interfaces, APIs, data products, and AI-enabled experiences.
• Define success metrics and measure impact through adoption, client engagement, data usage, workflow completion, and commercial outcomes.
• Work with Sales, Support, and client-facing teams to understand user pain points, validate product decisions, and support client migration and adoption.

Requirements

• 7+ years of product management or equivalent experience in Company Analysis, either leveraging Company Screening as part of a workflow or product managing the build of company screening tools.
• Strong knowledge of company data, including company financial, firmographic, and related datasets.
• Familiarity with private company data and the challenges of coverage, comparability, quality, and discoverability.
• Familiarity with Funds, Indices, or other adjacent financial datasets.
• Experience working with data systems, APIs, data modeling, analytics platforms, or large-scale query workflows.
• Ability to operate across technical and business domains and partner effectively with Engineering, Data, Sales, and Product stakeholders.
• Proven ability to define product strategy, make prioritization decisions, and execute in ambiguous, cross-functional environments.
• Technical fluency, sound judgment, and a pragmatic problem-solving mindset.

Preferred Qualifications

• Familiarity with Bloomberg Terminal workflows, especially Company Screening, Fund Screening, Index Screening, or similar platforms.
• Experience with AI-enabled workflows, natural-language interfaces, data discovery, or decision-support tools.
• CFA or similar designation.
• Clear written and verbal communication skills, with the ability to explain complex concepts simply.

Benefits

Benefits may include merit increases, incentive compensation for exempt roles, paid holidays, paid time off, medical, dental, vision, short- and long-term disability benefits, 401(k) matching, life insurance, and wellness programs.