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- Tasks: Lead client onboarding for Bloomberg's Portfolio and Risk solution, ensuring smooth implementation.
- Company: Join a leading financial technology firm known for innovation and collaboration.
- Benefits: Competitive salary, travel opportunities, and professional development in a dynamic environment.
- Why this job: Make an impact by helping clients optimise their investment strategies with cutting-edge tools.
- Qualifications: 5+ years in finance or fintech, strong project management, and relationship-building skills.
- Other info: Opportunity to work with diverse teams and enhance your technical expertise.
The predicted salary is between 36000 - 60000 £ per year.
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
- Analytics Reconciliation
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 priorities
- 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
Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.
PORT Implementation Specialist, EMEA - Financial Solutions in London employer: Bloomberg
Contact Detail:
Bloomberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PORT Implementation Specialist, EMEA - Financial Solutions in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a PORT Implementation Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your project management skills and understanding of multi-asset classes. Be ready to discuss how you've successfully managed complex projects in the past, as this will show you're the right fit for the role.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each company’s culture and needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re the perfect candidate for the PORT Implementation Specialist position.
We think you need these skills to ace PORT Implementation Specialist, EMEA - Financial Solutions in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the PORT Implementation Specialist role. Highlight your project management experience and any relevant skills in financial technology or buy-side institutions. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your experience makes you a perfect fit. Don’t forget to mention your understanding of workflows used by portfolio managers and your relationship management skills.
Showcase Your Technical Skills: Since this role requires a technical understanding of data-flow and asset classes, make sure to showcase your skills in tools like Microsoft Excel, Power BI, or Tableau. We love seeing candidates who can communicate complex issues simply!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Good luck!
How to prepare for a job interview at Bloomberg
✨Know Your Stuff
Make sure you have a solid understanding of the PORT Enterprise solution and its functionalities. Brush up on your knowledge of fixed income, equities, and derivatives, as well as the workflows used by portfolio managers. This will help you answer technical questions confidently.
✨Showcase Your Project Management Skills
Prepare to discuss your project management experience in detail. Think of specific examples where you've successfully managed complex projects, met deadlines, and coordinated with various stakeholders. Highlight your ability to create detailed project plans and execute them effectively.
✨Build Rapport
Since relationship management is key for this role, practice how you can build rapport with clients and internal teams. Be ready to share examples of how you've maintained strong relationships in previous roles, and demonstrate your communication skills during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the implementation process and how the team collaborates across business units. This shows your genuine interest in the role and helps you understand how you can contribute to the team's success.
