Used Tools & Technologies
Not specified
Required Skills & Competences
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.
Python @ 3
Communication @ 3
API @ 3
Project Management @ 6
- 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.
Details
Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community.
Team
The Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation. PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.
Responsibilities
- Lead end-to-end client onboarding for PORT Enterprise across the Americas.
- Partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure successful implementations.
- Manage implementation timelines and project plans.
- Configure workflows, set up data ingestion, and perform analytics reconciliation and data validation.
- Deliver client-facing training and support client engagement activities.
- Provide technical problem-solving and work with engineering on data-related challenges.
- Travel may be required to support client engagements.
Requirements
- 5+ years of experience at a buy-side financial institution or in financial engineering/structuring.
- Strong understanding of portfolio management, risk, and attribution workflows.
- Deep knowledge of portfolio analytics across fixed income, equities, and derivatives.
- Experience with data ingestion setup, data validation, and analytics reconciliation.
- Experience working with Engineering teams on technical and data-related challenges.
- Strong project management skills and experience leading cross-functional initiatives.
- Advanced Microsoft Excel skills.
- Excellent communication skills and experience delivering client-facing training.
Preferred / Nice to have
- Bachelor’s or Master’s degree; CFA is a plus.
- Strong analytical and problem-solving skills; ownership mindset.
- Ability to quickly learn new technologies and workflows.
- Technical skills such as Python, APIs, and SFTP.
Compensation & Benefits
- Salary Range: 120,000 - 175,000 USD Annual + Benefits + Bonus
- Benefits 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) with match, life insurance, and various wellness programs. (Company does not provide benefits directly to contingent workers/contractors and interns.)
Additional Information
- Location: New York
- Travel may be required for client engagements.
- Apply link provided in the original posting.