Buy-Side Order Management System (AIM) Support Specialist | SF

USD 90,000-110,000 per year

MIDDLE

✅ On-site

Tech Stack
Tag name is followed by "@" symbol and proficiency level value. About proficiency levels:

1-2 — basic awareness. Minimal hands-on experience, and a rudimentary understanding of the technology's purpose;

3-6 — daily use. Comfortable and regular usage, capable of handling common tasks and challenges related to the technology;

7-9 — you are an expert, you can teach others, you know all the pitfalls and tricks;

10 — exceptional knowledge, comprehensive understanding, and adeptness in all aspects of the technology, including advanced problem-solving. Think twice before claiming or demanding such level.

AI @ 3 API @ 2 BI @ 5 Communication @ 6 Compliance @ 3 Data Structures @ 2 Power BI @ 5 Prioritization @ 6 Python @ 2 XML @ 3

Details

Bloomberg's Buy-side Enterprise Services team supports global buy-side customers using portfolio enterprise reporting and order management system solutions. Bloomberg Asset and Investment Manager (AIM) provides multi-asset solutions for portfolio management, trading, and operations, including order, execution, and position management tools.

The AIM Trade Desk Support team in San Francisco provides client-facing support to buy-side professionals using Bloomberg's order management solutions. The role involves troubleshooting client issues, explaining product capabilities, supporting business-critical workflows, and collaborating with Implementation, Sales, Engineering, and Product teams.

Responsibilities

Build a comprehensive understanding of the features and capabilities of Bloomberg's OMS offering through training and on-the-job learning.
Develop deep knowledge of products and client use cases, sharing insights across the team.
Stay current on market trends and understand their impact on client workflows.
Troubleshoot issues related to AIM while assessing potential business and operational impacts.
Foster excellent client relationships through strong product knowledge and workflow expertise.
Identify gaps and opportunities to introduce best practices and processes that improve efficiency.
Collaborate with Implementation, Sales, and Engineering teams to improve client experience and technology performance.
Manage client expectations through timely and effective communication during systemic issues or escalations.
Raise issues and liaise with Product and Engineering teams regarding enhancements and client-requested remediation.

Requirements

At least 3 years of experience in financial services or a financial technology company.
Experience supporting an OMS or other electronic trading systems.
Exposure to pre-trade, at-trade, or post-trade buy-side workflows.
Strong multitasking, prioritization, analytical, interpersonal, organizational, presentation, and communication skills.
Ability to take ownership of issues and manage them through resolution.
Aptitude for learning new technologies and procedures.
Advanced proficiency with Microsoft Excel, plus proficiency with PowerPoint and Word.
Demonstrated career progression and ownership in prior roles.
Bachelor's degree or equivalent qualifications.

Preferred Qualifications

Understanding of workflows used by traders, portfolio managers, compliance officers, and middle-office users.
Proficiency with Microsoft Power BI and Visio.
Experience with Bloomberg products.
Knowledge of connectivity protocols such as FIX, TNP, or XML.
Business proficiency in Spanish, Portuguese, or other languages.
Professional certification such as CFA, FRM, or equivalent qualifications.
Familiarity with APIs, data structures, or programming concepts such as Python.
Interest in emerging technologies such as AI for improving workflows and internal tools.

Benefits

Benefits may include merit increases, incentive compensation for exempt roles, paid holidays, paid time off, medical, dental, vision, short- and long-term disability benefits, 401(k) matching, life insurance, and wellness programs.