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 @ 2
Data Structures @ 2
Communication @ 3
API @ 2
BI @ 2
Power BI @ 2
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. The PORT Enterprise solution helps portfolio managers and risk professionals achieve performance and risk objectives through detailed multi-asset analytics. This role is part of the PORT Enterprise Support team based in New York and is client-facing, supporting sophisticated buy-side institutions and partnering directly with portfolio managers, risk and performance analysts, and middle-/back-office professionals.
Responsibilities
- Build a comprehensive understanding of the features and capabilities of the PORT Enterprise product through training and on-the-job learning to manage client inquiries efficiently
- Troubleshoot issues related to the PORT Enterprise product and assess business and operational impact
- Support client inquiries regarding portfolio performance, attribution, and risk methodologies
- Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and workflows
- Collaborate with Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve client experience and product performance
- Foster strong relationships with key PORT Enterprise clients to enhance their experience with the product
- Manage client expectations with timely and effective communication during systemic issues or escalations
- Escalate issues and partner with Product and Engineering teams on enhancements and client-requested improvements
Requirements
- Minimum 3 years of experience in financial services or at a financial technology company
- Strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk, tracking error, and fixed income analytics
- Experience with fixed income and other financial instruments, including associated cash flows and analytics
- Strong multitasking skills and the ability to prioritize effectively in a fast-paced environment
- Strong attention to detail and analytical skills, with the ability to evaluate problems and provide solutions
- Ownership mindset and drive to resolve issues end-to-end
- Aptitude and willingness to learn new technologies, products, and procedures
- Strong interpersonal, presentation, and communication skills
- Advanced proficiency with Microsoft Excel and strong working knowledge of PowerPoint and Word
- Demonstrated career progression and ownership within previous roles
- Bachelor's degree or equivalent qualifications
Preferred Qualifications
- Understanding of workflows used by portfolio managers, risk professionals, and performance attribution specialists
- Proficiency with Microsoft Power BI and Visio, and familiarity with Bloomberg products
- Familiarity with APIs, data structures, or programming concepts (e.g., Python) and interest in emerging technologies such as AI to improve workflows and internal tools
- Business proficiency in Spanish, Portuguese, or other languages (supporting diverse client languages)
- Professional certifications such as CFA, FRM, or equivalent
Compensation & Benefits
- Salary Range: 100,000 - 130,000 USD annually (plus benefits and 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 wellness programs