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Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial [...]

Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial [...]

CFA InstituteSan Francisco, CA, United States
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Overview

Portfolio & Risk Analytics Implementation Specialist, Enterprise Services, Bloomberg Financial Solutions

Location : San Francisco

Business Area : Sales and Client Service

Ref # : 10046378

Responsibilities

  • The Portfolio Buy-Side Implementation team is responsible for fully onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management. Main responsibilities include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation.
  • PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training.
  • Coordinate all aspects of the on-boarding process by working with PORT and Core Sales teams, understanding client workflow, providing in-depth trainings and assisting clients in reconciling data.
  • Be well versed in multi-asset classes, have a technical understanding of dataflow, and possess strong project management skills.

What you’ll need

  • 5+ years of experience working in Buy Side financial institutions or experience in financial engineering / structuring
  • Understanding of workflows used by portfolio managers, risk and attribution specialists
  • Excellent verbal and written communication skills
  • Ability to communicate technical / complex issues in a simplistic manner to various audiences
  • Deep understanding of Portfolio Analytics functionality
  • Knowledge of fixed income, equities, and derivatives
  • Experience communicating with Engineering groups on complex topics
  • Advanced Microsoft Excel skills
  • Experience leading cross-departmental projects with tight deadlines
  • Experience conducting trainings internally and externally
  • Track record of meeting deadlines and setting priorities
  • Nice to have

  • Bachelors or Master’s degree and CFA
  • Strong analytical skills to evaluate problems and provide solutions
  • Ownership mindset and ability to drive issues to resolution
  • Aptitude to learn new technologies and procedures
  • Strong technical skills - Python, APIs, and SFTP
  • What it's 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. We also value giving back and offer ways to get involved in philanthropic initiatives.

    Salary & Benefits

    Salary Range = 120000 - 175000 USD Annually + 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, including 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 wellness programs. The Company does not provide benefits directly to contingent workers / contractors and interns.

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    Implementation Specialist • San Francisco, CA, United States

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