Portfolio Implementation Specialist, Enterprise Services - Bloomberg Financial Solutions
Company: Bloomberg
Location: New York
Posted on: May 7, 2024
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Job Description:
Portfolio Implementation Specialist, Enterprise Services -
Bloomberg Financial Solutions
New York, NY
Posted Apr 25, 2024 - Requisition No. 124860
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. And, 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.
The Bloomberg Financial Solutions department of 5,000+ employees is
at the forefront of ensuring success for our customers and
employees alike. Our team comprises several key pillars: sales,
service, operations, culture and brand. As a department, we are
united by a common goal: We create meaningful relationships with
clients by understanding their needs and delivering exceptional
end-to-end support from sales and implementation, through their
ongoing relationship with Bloomberg.
Our Team:
The Portfolio Buy-Side Implementation team is responsible for the
full implementation of customers that will use Bloomberg's
Portfolio and Risk solution, PORT. Main responsibilities will
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 will be required to
have strong project management skills.
What's the role:
You will need strong relationship management skills and possess
advanced product knowledge of PORT 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
on-boarding 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 alternatively, experience in financial
engineering/structuring
Understanding of workflows used by portfolio managers, risk and
attribution specialists
Excellent communicative 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 in order 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 / externally
Track record of meeting deadlines and setting priorities
We'd love to see:
Bachelors 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
The ability to effectively communicate technical/complex issues in
a simplistic manner to various audiences
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 position. Things move fast,
and we want people who will enjoy working in this environment and
feed off the energy. But it isn't all about work. 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 helping clean up local parks and waterways.
What is Bloomberg?
https://www.bloomberg.com/company/stories/what-is-bloomberg/
View our Benefits:
https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601
Does This Sound Like You?
Apply if you think we're a good match. We'll get in touch to let
you know that the next steps are.
Bloomberg is an equal opportunity employer and we value diversity
at our company. We do not discriminate on the basis of age,
ancestry, color, gender identity or expression, genetic
predisposition or carrier status, marital status, national or
ethnic origin, race, religion or belief, sex, sexual orientation,
sexual and other reproductive health decisions, parental or caring
status, physical or mental disability, pregnancy or
maternity/parental leave, protected veteran status, status as a
victim of domestic violence, or any other classification protected
by applicable law.
Bloomberg provides reasonable adjustment/accommodation to qualified
individuals with disabilities. Please tell us if you require a
reasonable adjustment/accommodation to apply for a job or to
perform your job. Examples of reasonable adjustment/accommodation
include but are not limited to making a change to the application
process work procedures, providing documents in an alternate
format, using a sign language interpreter, or using specialized
equipment. If you would prefer to discuss this confidentially,
please email AMER_recruit@bloomberg.net (Americas),
EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or
APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you
are submitting an application for.
Salary Range: 120,000 - 175,000 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
available and offer a range of total rewards that may include 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
various wellness programs, among others. The Company does not
provide benefits directly to contingent workers/contractors and
interns.
Keywords: Bloomberg, Hamilton , Portfolio Implementation Specialist, Enterprise Services - Bloomberg Financial Solutions, Accounting, Auditing , New York, New Jersey
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