Implementation Specialist - Portfolio and ETF Primary Market Solutions

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) as well as Bloomberg's new ETF Primary Market solution (BSKT).

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 and BSKT 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 and BSKT implementations 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:

• Minimum 3-5 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 priorities

We'd love to see:

• An understanding of the ETF Creation/Redemption workflow
• 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

If this sounds like you:
Apply if you think we're a good match. We'll get in touch to let you know the next steps.

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