: Enterprise Product - Portfolio & Index Implementation Specialist
731 Lexington Ave
New York, NY 10022

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The Portfolio and Index 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. 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:

  • Strong analytical skills to evaluate problems and provide solutions
  • Understanding of workflows used by portfolio managers, risk and attribution specialists
  • Excellent communicative skills, both verbal and written
  • Minimum 3-5 years of experience working in Buy Side financial institutions or alternatively, experience in financial engineering/structuring.
  • The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences
  • A deep understanding of PORT 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
  • Critical thinking and problem solving skills
  • Experience leading cross-departmental projects with tight deadlines
  • Experience conducting trainings both internally / externally
  • Track record of meeting deadlines and setting priorities

We would love to see:

  • Master's degree and CFA
  • Exposure to Lua scripting
  • Strong analytical skills to evaluate problems and provide solutions
  • Understanding of workflows used by portfolio managers, risk and attribution specialists
  • Excellent communicative skills, both verbal and written
  • Minimum 3-5 years of experience working in Buy Side financial institutions or alternatively, experience in financial engineering/structuring.
  • 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

If this sounds like you:

Apply if you think we're a good match. We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this:http://www.bloomberg.com/professional
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Full-time

Employee Testimonials

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Andrew
Analytics

I’ve been at Bloomberg for almost 5 years now and throughout my time in Analytics, I learned an immense amount about the Customer Service industry. Particularly, how clients interact with client service representatives and through technological means. It also connected me to many different departments throughout the organization, and that knowledge and network has helped me drive results involving multiple stakeholders.

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Jingyi
Analytics

I get uncomfortable if I start feeling too comfortable at work. Luckily there is no shortage of exciting challenges here.

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Sridhar
News

I really enjoy working on stories that allow me to collaborate with other Bloomberg reporters to reveal deep insights on the largest operators in the credit space.