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.
Security @ 3
Python @ 2
Data Structures @ 2
Communication @ 6
API @ 2
BI @ 5
.NET @ 3
Power BI @ 5
AI @ 2
- 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, 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 the tools they need to make critical investment decisions and remain connected across the financial community.
As part of the PORT Enterprise Support team based in San Francisco, you will work in a client-facing role supporting sophisticated buy-side institutions. You will partner directly with portfolio managers, risk and performance analysts, and middle- and back-office professionals to ensure they maximize value from Bloomberg’s Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and asset class analytics is essential.
Responsibilities
- Support large buy-side PORT Enterprise clients with complex analytical questions related to portfolio performance, security analytics, risk analysis, and workflow configuration.
- Troubleshoot issues pertaining to the PORT Enterprise product and assess potential business and/or operational impact.
- Understand and support clients on methodology inquiries around portfolio performance, attribution, and risk.
- Build a comprehensive understanding of product features and capabilities through training and on-the-job learning to manage client queries quickly and efficiently.
- Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency.
- Collaborate with Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve client experience and product performance.
- Foster and maintain strong relationships with key PORT Enterprise clients to improve their overall experience.
- Manage client expectations with timely and effective communications during systemic issues or escalations.
- Raise issues and liaise with Product and Engineering for enhancements or remediation requested by clients.
Requirements
- Minimum 3 years of experience in financial services or a financial technology company.
- Experience with Fixed Income and other financial instruments, associated cash flows, and analytics.
- Strong multitasking skills and the ability to prioritize in a fast-paced environment.
- Attention to detail with strong analytical skills to evaluate problems and provide solutions.
- Ambition to take ownership of issues and handle them through to resolution.
- Aptitude to learn new technologies and procedures.
- Strong interpersonal, presentation, and communication skills; ability to build trusted relationships with senior investment professionals.
- Proficiency with Microsoft applications – Excel (Advanced), PowerPoint, and Word.
- Demonstrated career progression and ownership within prior roles.
- Bachelor’s degree or equivalent qualifications.
Preferred Qualifications (We'd love to see)
- Understanding of workflows used by portfolio managers, risk and attribution specialists, and ability to build and understand complex workflow solutions.
- Proficiency with Microsoft Power BI and Visio; experience with Bloomberg products.
- Business proficiency in Spanish, Portuguese, or other languages to support diverse clients.
- Professional certification such as CFA, FRM, or equivalent demonstrating strong foundations in performance and risk concepts.
- Familiarity with APIs, data structures, programming concepts (e.g., Python) and an interest in emerging technologies such as AI to improve workflows and internal tools.
Salary & Benefits
- Salary Range: 100000 - 130000 USD Annually + Benefits + Bonus.
- The company offers a comprehensive benefits package that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, disability benefits, 401(k) with match, life insurance, and wellness programs. (Company does not provide benefits directly to contingent workers/contractors and interns.)
How to Apply
Apply via the Bloomberg careers portal: https://bloomberg.avature.net/careers/Login?jobId=18156