Overview
The Global Buyside Portfolio Support Team provides customer service for clients using the Bloomberg Portfolio and Risk Analytics solution. This platform provides customers the ability to analyze multi-asset portfolios, obtain a suite of derived analytics interactively and incorporate batch-style reporting into their daily workflows.
Location: London
Business Area: Sales and Client Service
Ref #: 10048571
Role
The Buyside Portfolio Support Team sits within Buyside Enterprise Services, which owns customer support for the entire suite of Bloomberg's Buyside solutions. The Portfolio Support Specialist is a client facing role, liaising with portfolio managers, risk and performance analysts and back/middle-office professionals. This position demands strong problem-solving skills complimented with solid interpersonal skills. Good knowledge of fixed income analytics is preferred. The daily workload will include establishing a trusted adviser relationship that works to ensure our clients full satisfaction with the Portfolio and Risk Analytics solution.
What is the role?
There is an exciting opportunity for a talented professional to join the Buyside Portfolio Support Team. The Portfolio Support Specialist is a client facing role, liaising with portfolio managers, risk and performance analysts and back/middle-office professionals.
What you’ll do
* Develop a deep understanding of our portfolio product offering so that you can quickly assess the severity of an operational issue with regards to client impact.
* Triage and troubleshoot issues, specifically related to critical batch processes.
* Understand and support clients on methodologies inquiries around portfolio performance, attribution and risk.
* Monitoring, facilitating & consulting our clients during full technology release cycles.
* Identify systemic issues, escalate appropriately by representing client impact internally.
* Communicate effectively and in a timely manner with our clients.
* Collaborate extensively with our Portfolio Implementations, Portfolio Sales and Portfolio Engineering teams to improve our client’s experience and overall performance of our technology.
* Prioritize and drive resolution on escalated client issues.
* Provide detailed feedback from clients to product managers to better improve our products.
* Continually look for ways to improve workflows and partner with our engineering teams to enhance operational tools.
You Will Need To Have
* Strong analytical skills to evaluate problems and provide solutions.
* Understanding of workflows used by portfolio managers, risk and attribution specialists; the ability to build and understand complex workflow solutions is key.
* Excellent communicative skills, both verbal and written.
* Minimum 3 years of experience working in Buyside financial institutions or supporting Buyside customers; alternatively, experience in financial engineering.
* The ambition to take ownership and responsibility of issues and handle them effectively through to resolution.
* 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.
* We would love to see candidates with SQL/Python knowledge, CFA/FRM or equivalent qualifications and experience with Bloomberg products.
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