Bloomberg
Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloom
Bloomberg, San Francisco, California, United States, 94199
Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial Solutions
This range is provided by Bloomberg. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $120,000.00/yr - $175,000.00/yr
Location:
San Francisco Business Area:
Sales and Client Service Reference #:
10046378
Description & Requirements Bloomberg is a global leader in business and financial information, news, and insight, and 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.
Our Team The Portfolio Buy‑Side Implementation team is responsible for fully onboarding new and existing customers to PORT Enterprise, Bloomberg’s Portfolio and Risk Management suite. 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. Individuals on the team will be required to be well‑versed in multi‑asset classes, have a technical understanding of dataflow, and possess strong project management skills.
What's The Role You will need strong relationship management skills and possess advanced product knowledge of PORT Enterprise and indices, as well as an in‑depth knowledge of fixed income and derivatives. This is an implementation role and could require regular travel to support clients across the Americas region. You will use your strong project management capabilities to coordinate all aspects of the onboarding process, including working with the PORT and Core Sales teams, understanding the client workflow, providing in‑depth trainings, and assisting clients in reconciling data.
You’ll Need To Have
5+ years of experience working in buy‑side financial institutions or in financial engineering/structuring
Understanding of workflows used by portfolio managers, risk and attribution specialists
Excellent communication skills, both verbal and written
The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences
A deep understanding of Portfolio Analytics functionality
Knowledge of fixed income, equities, and derivatives
Strong communication skills to interact with clients and team members
Experience communicating with Engineering groups on extremely complicated and complex topics
Advanced Microsoft Excel skills
Experience leading cross‑departmental projects with tight deadlines
Experience conducting trainings both internally and externally
Track record of meeting deadlines and setting priorities
We’d Love To See
Bachelor’s or Master’s degree and CFA
Strong analytical skills to evaluate problems and provide solutions
The ambition to take ownership and responsibility of issues and handle them effectively through to resolution
The inclination and aptitude to pick up new technologies and procedures
Strong technical skills – Python, APIs, and SFTPs
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 positions. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. 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 cleaning up local parks and waterways.
View Our Benefits We offer one of the most comprehensive and generous benefits plans available, including medical, dental, vision, short‑and long‑term disability, 401(k) with match, life insurance, and a range of wellness programs. Our total rewards package may also include merit increases and incentive compensation for exempt roles.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance and Sales
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Base pay range $120,000.00/yr - $175,000.00/yr
Location:
San Francisco Business Area:
Sales and Client Service Reference #:
10046378
Description & Requirements Bloomberg is a global leader in business and financial information, news, and insight, and 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.
Our Team The Portfolio Buy‑Side Implementation team is responsible for fully onboarding new and existing customers to PORT Enterprise, Bloomberg’s Portfolio and Risk Management suite. 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. Individuals on the team will be required to be well‑versed in multi‑asset classes, have a technical understanding of dataflow, and possess strong project management skills.
What's The Role You will need strong relationship management skills and possess advanced product knowledge of PORT Enterprise and indices, as well as an in‑depth knowledge of fixed income and derivatives. This is an implementation role and could require regular travel to support clients across the Americas region. You will use your strong project management capabilities to coordinate all aspects of the onboarding process, including working with the PORT and Core Sales teams, understanding the client workflow, providing in‑depth trainings, and assisting clients in reconciling data.
You’ll Need To Have
5+ years of experience working in buy‑side financial institutions or in financial engineering/structuring
Understanding of workflows used by portfolio managers, risk and attribution specialists
Excellent communication skills, both verbal and written
The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences
A deep understanding of Portfolio Analytics functionality
Knowledge of fixed income, equities, and derivatives
Strong communication skills to interact with clients and team members
Experience communicating with Engineering groups on extremely complicated and complex topics
Advanced Microsoft Excel skills
Experience leading cross‑departmental projects with tight deadlines
Experience conducting trainings both internally and externally
Track record of meeting deadlines and setting priorities
We’d Love To See
Bachelor’s or Master’s degree and CFA
Strong analytical skills to evaluate problems and provide solutions
The ambition to take ownership and responsibility of issues and handle them effectively through to resolution
The inclination and aptitude to pick up new technologies and procedures
Strong technical skills – Python, APIs, and SFTPs
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 positions. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. 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 cleaning up local parks and waterways.
View Our Benefits We offer one of the most comprehensive and generous benefits plans available, including medical, dental, vision, short‑and long‑term disability, 401(k) with match, life insurance, and a range of wellness programs. Our total rewards package may also include merit increases and incentive compensation for exempt roles.
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance and Sales
#J-18808-Ljbffr