Portfolio Enterprise Support Specialist - NY - 20306 - Bloomberg
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Bloomberg
Portfolio Enterprise Support Specialist - NY
Location
New York
Business Area
Sales and Client Service
Ref #
10052100
Description & Requirements
Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to financial markets. Our customers around the world rely on us for the information and tools they need to make critical investment decisions and stay connected across the financial community. To ensure the best experience for our 26,000+ employees across more than 150 locations worldwide, we provide the spaces and systems that enable our teams to work together with agility, productivity, and collaboration, wherever they are.
Bloomberg's Portfolio & Risk Analytics (PORT Enterprise) solution helps portfolio managers and risk professionals achieve their performance and risk objectives through unmatched transparency into portfolio characteristics, historical attribution, and ex-ante risk. Through a centralized suite of integrated multi-asset analytics tools, clients gain consistent, detailed insight into portfolio exposures, performance drivers, and sources of risk. These capabilities enable our enterprise clients to make more informed investment decisions and execute differentiated investment strategies.
What's the Role?
As part of the PORT Enterprise Support team based in New York, you will work in a client-facing role supporting sophisticated buy-side institutions. You will partner directly with portfolio managers, risk and performance analysts, and middle- and back-office professionals to help them maximize the value of Bloomberg's Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and fixed income analytics is essential.
You will support our largest PORT Enterprise clients with complex analytical questions related to portfolio performance, security analytics, risk analysis, and workflow configuration. This role requires strong problem-solving skills, clear communication, and the ability to build trusted relationships with senior investment professionals, ensuring operational stability and long-term satisfaction with our platform.
We'll trust you to:
Build a comprehensive understanding of the features and capabilities of our portfolio product offering through training and on-the-job learning, enabling you to manage client inquiries quickly and efficiently
Troubleshoot issues related to the PORT Enterprise product while assessing any potential business and operational impact
Understand and support client inquiries regarding portfolio performance, attribution, and risk methodologies
Identify gaps and opportunities to introduce best practices and new processes that enhance efficiency and improve existing workflows
Collaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve the client experience and overall performance of our technology
Foster strong relationships with key PORT Enterprise clients to enhance their overall experience with the product
Manage client expectations through timely and effective communication during systemic issues or escalations
Escalate issues and partner with Product and Engineering teams on enhancements and other client-requested improvements
You'll need to have:
Minimum 3 years of experience in financial services or at a financial technology company
Experience with fixed income and other financial instruments, including associated cash flows and analytics
Strong multitasking skills with 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
The ambition to take ownership of issues and drive them through to resolution
The aptitude and willingness to learn new technologies, products, and procedures
Strong interpersonal and organizational skills, with the ability to drive ideas and implement change in a dynamic environment
Advanced proficiency with Microsoft Excel and strong working knowledge of PowerPoint and Word
Strong presentation and communication skills
Demonstrated career progression and ownership within previous roles
Bachelor's degree or equivalent qualifications
We'd love to see:
Understanding of workflows used by portfolio managers, risk professionals, and performance attribution specialists, with the ability to understand and support complex workflow solutions
Proficiency with Microsoft Power BI, Visio, and Bloomberg products
Familiarity with APIs, data structures, or programming concepts (e.g., Python), and an interest in emerging technologies such as AI to improve workflows and internal tools
Business proficiency in Spanish, Portuguese, or other languages, as this role supports clients who speak a diverse range of languages
Professional certifications such as CFA, FRM, or equivalent qualifications that demonstrate strong foundations in portfolio performance and risk concepts
Salary Range = 100,000 - 130,000 USD Annual + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that 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) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
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Accommodations
Bloomberg provides reasonable adjustment/accommodation to individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you are submitting an application for. We may share your information with a third party provider of accommodations services who may use this information to reach out to you for the purposes of accommodating your application.
Equal Opportunity
Bloomberg is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg's policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to 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, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a "Protected Characteristic"). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.
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