PORT Implementation Specialist, EMEA - Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
10048281
Description & Requirements
PORT Enterprise solution helps our clients make quicker and more informed decisions by empowering them with the tools to define appropriate investment universes with benchmarks, successfully implement optimal investment portfolio strategies, easily and accurately measure portfolio risk and return, and streamline their overall investment management workflow. The Implementation team is responsible for the full implementation of customers that will use Bloomberg's Portfolio and Risk solution (PORT)
What's the role?
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 data-flow, and will be required to have strong project management skills.
You will need strong relationship management skills and possess advanced product knowledge of PORT as well as an in-depth knowledge of fixed income and derivatives.
You will use your strong project management capabilities to coordinate all aspects of the on-boarding process, understanding the client workflow, providing in-depth training and assisting clients in reconciling data.
Main responsibilities will include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, User Training and Analytics Reconciliation. PORT require detailed project plan creation, regular partner meetings and in-person client training.
We'll trust you to:
* Collaborate extensively with our PORT sales teams to ensure that PORT Enterprise clients are efficiently on-boarded while meeting their requirements
* Collaborate across business units such as: Product, Operation, Analytics, Engineering as well as Buy-side Order Management (AIM) to deliver the Bloomberg value proposition to clients
* Execute the agreed implementation plan to ensure maximum satisfaction for new clients
* Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products
You'll need to have:
* At least 5 years of experience working in Buy-Side financial institutions or a Financial Technology Organisation
* Project management experience in or for buy-side financial institutions
* Understanding of workflows used by portfolio managers, risk and attribution specialists
* Experience in building and maintaining relationships with stakeholders both externally and internally
* Experience with fixed income, equities and derivatives asset classes
* Critical thinking and problem-solving skills to manage complex projects
* Track record of meeting deadlines and setting prioritiesAPI (Python, Coding skills)
* The ability to travel throughout EMEA to meet with clients
We'd love to see:
* Experience communicating with Engineering groups on product enhancements and development
* The inclination and aptitude to pick up new technologies and procedures
* The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences
* Advanced Microsoft Excel / Power BI / Tableau skills
* CFA Certification
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Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email amer_recruit@bloomberg.net
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