CFA Institute
Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloom
CFA Institute, San Francisco, California, United States, 94199
Overview
Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial Solutions
Location: San Francisco
Business Area: Sales and Client Service
Ref #: 10046378
Responsibilities
The Portfolio Buy-Side Implementation team is responsible for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management. Main responsibilities include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation.
PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training.
Coordinate all aspects of the on-boarding process by working with PORT and Core Sales teams, understanding client workflow, providing in-depth trainings and assisting clients in reconciling data.
Be well versed in multi-asset classes, have a technical understanding of dataflow, and possess strong project management skills.
What you’ll need
5+ years of experience working in Buy Side financial institutions or experience in financial engineering/structuring
Understanding of workflows used by portfolio managers, risk and attribution specialists
Excellent verbal and written communication skills
Ability to communicate technical/complex issues in a simplistic manner to various audiences
Deep understanding of Portfolio Analytics functionality
Knowledge of fixed income, equities, and derivatives
Experience communicating with Engineering groups on complex topics
Advanced Microsoft Excel skills
Experience leading cross-departmental projects with tight deadlines
Experience conducting trainings internally and externally
Track record of meeting deadlines and setting priorities
Nice to have
Bachelors or Master’s degree and CFA
Strong analytical skills to evaluate problems and provide solutions
Ownership mindset and ability to drive issues to resolution
Aptitude to learn new technologies and procedures
Strong technical skills - Python, APIs, and SFTP
What it's 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. We also value giving back and offer ways to get involved in philanthropic initiatives.
Salary & Benefits Salary Range = 120000 - 175000 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, including 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 wellness programs. The Company does not provide benefits directly to contingent workers/contractors and interns.
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Location: San Francisco
Business Area: Sales and Client Service
Ref #: 10046378
Responsibilities
The Portfolio Buy-Side Implementation team is responsible for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management. Main responsibilities include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation.
PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training.
Coordinate all aspects of the on-boarding process by working with PORT and Core Sales teams, understanding client workflow, providing in-depth trainings and assisting clients in reconciling data.
Be well versed in multi-asset classes, have a technical understanding of dataflow, and possess strong project management skills.
What you’ll need
5+ years of experience working in Buy Side financial institutions or experience in financial engineering/structuring
Understanding of workflows used by portfolio managers, risk and attribution specialists
Excellent verbal and written communication skills
Ability to communicate technical/complex issues in a simplistic manner to various audiences
Deep understanding of Portfolio Analytics functionality
Knowledge of fixed income, equities, and derivatives
Experience communicating with Engineering groups on complex topics
Advanced Microsoft Excel skills
Experience leading cross-departmental projects with tight deadlines
Experience conducting trainings internally and externally
Track record of meeting deadlines and setting priorities
Nice to have
Bachelors or Master’s degree and CFA
Strong analytical skills to evaluate problems and provide solutions
Ownership mindset and ability to drive issues to resolution
Aptitude to learn new technologies and procedures
Strong technical skills - Python, APIs, and SFTP
What it's 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. We also value giving back and offer ways to get involved in philanthropic initiatives.
Salary & Benefits Salary Range = 120000 - 175000 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, including 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 wellness programs. The Company does not provide benefits directly to contingent workers/contractors and interns.
#J-18808-Ljbffr