Product Manager - Funds

Details

Asset owners, asset managers, wealth managers, banks, distributors, and other market participants increasingly need trusted, connected, and discoverable fund data to support fund selection, due diligence, portfolio construction, benchmarking, risk analysis, distribution, and total portfolio analysis.

Bloomberg’s funds strategy is focused on building a foundational data layer that can power these workflows across the Terminal, Enterprise products, and portfolio and risk solutions. This includes strengthening coverage of mutual funds, exchange-traded funds, closed-end funds, and other publicly offered investment vehicles; expanding transparency into holdings and exposures; improving fund data taxonomy and classification; and connecting funds, share classes, managers, securities, benchmarks, flows, fees, risk, and performance information.

The Funds Product Manager will help define and execute the product strategy for Bloomberg’s public funds.

Responsibilities

• Define and execute the product strategy for Bloomberg’s public funds.
• Identify and prioritize critical data gaps across funds, share classes, managers, holdings, benchmarks, fees, and flows.
• Bring to market initiatives involving fund taxonomy, identifiers, entity linkage, classifications, search, and discoverability.
• Partner with Engineering and Data teams on scalable data models and APIs.
• Build and maintain a roadmap with phased MVPs that balance client impact, strategic fit, time to market, data availability, and technical complexity.
• Ensure funds are usable across workflows including fund research, screening, due diligence, portfolio construction, benchmarking, performance attribution, risk analytics, and distribution.
• Collaborate across Product, Engineering, Data, Sales, and Operations to deliver solutions for Bloomberg clients and users in asset management, asset ownership, and fund distribution.
• Define and monitor success metrics related to data coverage, freshness, accuracy, linkage quality, discoverability, adoption, workflow engagement, and business impact.

Requirements

• 7+ years of product management or relevant experience in public funds, asset management, financial data, or investment workflow products.
• Strong knowledge of asset owner and fund investor workflows, including screening, fund selection, benchmarking, due diligence, portfolio construction, monitoring, and manager evaluation.
• Understanding of mutual fund and ETF workflows, including research, comparison, portfolio construction, exposure analysis, performance evaluation, risk analysis, and ongoing monitoring.
• Experience working with complex datasets and sourcing, mastering, normalizing, and linking data across funds, share classes, managers, securities, benchmarks, holdings, and corporate entities.
• Familiarity with fund structures, domiciles, regulatory classifications, share-class attributes, fees, distributions, holdings, assets under management, flows, performance metrics, and risk concepts.
• Experience building or managing data products, platforms, screening tools, or APIs used by investment professionals, wealth managers, distributors, or enterprise clients.
• Ability to translate ambiguous user problems into clear product requirements, phased roadmaps, and measurable outcomes.
• Strong cross-functional collaboration and communication skills.

Preferred Qualifications

• Experience building fund intelligence, holdings, flows, performance, benchmarking, risk, or portfolio analytics products.
• Knowledge of taxonomy design, fund classification, entity resolution, metadata management, or search and discoverability in financial data products.
• Familiarity with regulatory and industry data sources, including fund filings, prospectuses, factsheets, holdings disclosures, and standardized fund identifiers.
• Experience supporting workflows spanning funds, individual securities, model portfolios, and separately managed accounts.
• Understanding of the public funds data, index, analytics, and software vendor landscape.
• Familiarity with fund distribution, product governance, suitability, and regulatory reporting workflows.
• Experience evaluating build, buy, contribute, and partner decisions for strategic data capabilities.

Compensation and Benefits

• Salary range: $140,000–$295,000 USD annually.
• Benefits and bonus included.
• 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.
• Actual compensation may vary based on geographic location, work experience, market conditions, education, training, and skill level.