Portfolio Enterprise Specialist, Enterprise Services, Bloomberg Financial Solutions

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 tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 20,000 employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Bloomberg Financial Solutions department of 5,000 employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Our Team:
The Portfolio Enterprise Support team are domain and subject matter experts of Bloomberg's Portfolio Enterprise Solutions. Bloomberg's Portfolio and Risk Analytics platform provides customers the ability to analyze multi-asset portfolios, obtain a suite of derived analytics interactively and automate reporting for downstream systems. The Portfolio Enterprise Support Team sits within the Buy Side Enterprise Support Team (B.E.S.T.) which also covers Buyside Operations, and the AIM and Enterprise Risk product offering.

What is the role?
There is an exciting opportunity for a talented professional to join the Portfolio Enterprise Support Team. The Portfolio Enterprise 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. Knowledge of Fixed Income analytics and Portfolio analysis is preferred. The daily workload will include providing superior customer service to our PORT Enterprise Clients, delivering client trainings and migration support. The role offers great exposure to learn the full spectrum of portfolio management risk and analytics concepts alongside report orchestration and API workflows to meet front to back customer workflows.

We'll trust you to provide expertise in the 3 core areas below:

Client Service - At Bloomberg we pride ourselves on focusing on the client experience, providing them with the fastest and reliable solutions:

• You'll use your product knowledge and acquired client intel to build and maintain credible relationships with your clients
• You'll exceed client expectations by taking ownership and driving resolution
• You'll create clear and up-to-date documentation of client needs

Product and Domain Expertise - You'll know our customers' business, our competitors, and Bloomberg's product offerings:

• You'll proactively develop your knowledge of our products and our customers' workflows
• You'll share and build knowledge across the business
• You'll apply product knowledge to enhance the customer experience
• You'll stay ahead of what's happening in the financial markets and understand the impact on our clients

Business Impact - the value-add brought to internal stakeholders, including Product, Sales, Implementation and Engineering:

• You'll generate leads and contribute to Sales & Product campaigns
• You'll validate, analyze, and prioritize client workflow requirements and bug fixes for Product and Engineering
• You'll provide valuable customer intelligence that drives product improvements and sales performance

We'll Trust You To:

• Develop a deep understanding of our portfolio product offering so that you can quickly assess the severity of a production issues with regards to impact on customer workflows.
• Triage and troubleshoot issues, specifically related to our PORT Enterprise offering.
• Build and maintain relationships with key PORT Enterprise clients as a point-of-contact.
• Stakeholder manage internally with our Portfolio Implementations, Portfolio Sales, Product & engineering teams to improve the reliability of our Portfolio Analysis tools.
• Keep up to date with market trends and understand the impact these trends have on our clients' investment decisions & strategies.
• Excellent customer service and interpersonal skills.
• 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 Product Team to enhance the system to better the client experience.

You will need to have:

• Strong analytical skills to evaluate problems and provide solutions.
• Excellent communication skills, both verbal and written in English.
• At least 18 months experience in Financial Services and/or a Financial Technology company.
• 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'd love to see:

• Understanding of Portfolio Management tools, preferably Bloomberg's PORT tool.
• Knowledge of Fixed Income markets.
• Relationship management experience.

What's it Like To Work Here?
We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn't all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.
What is Bloomberg?:
View our Benefits:

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