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Portfolio Implementation Specialist, Enterprise Products

Company: Bloomberg
Location: New York
Posted on: January 16, 2022

Job Description:

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. 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 solutionsUnderstanding of workflows used by portfolio managers, risk and attribution specialistsExcellent communicative skills, both verbal and writtenMinimum 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 audiencesA deep understanding of PORT functionalityKnowledge of fixed income, equities and derivativesStrong communication skills in order to interact with clients and team membersExperience communicating with Engineering groups on extremely complicated and complex topicsAdvanced Microsoft Excel skillsCritical thinking and problem solving skillsExperience leading cross-departmental projects with tight deadlinesExperience conducting trainings both internally / externallyTrack record of meeting deadlines and setting prioritiesWe would love to see:Bachelors or Master"s degree and CFAStrong analytical skills to evaluate problems and provide solutionsUnderstanding of workflows used by portfolio managers, risk and attribution specialistsExcellent communicative skills, both verbal and writtenThe ambition to take ownership and responsibility of issues and handle them effectively through to resolutionThe inclination and aptitude to pick up new technologies and proceduresThe ability to effectively communicate technical/complex issues in a simplistic manner to various audiencesIf 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: 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.

Keywords: Bloomberg, New York , Portfolio Implementation Specialist, Enterprise Products, Other , New York, New York

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