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Portfolio & Index Implementation Representative

Employer
Bloomberg
Location
New York, USA
Salary
Competitive
Closing date
Nov 22, 2019

View more

Job Function
Trading
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Portfolio and Index Buy-Side Implementation team is responsible for the full implementation of customers that will use Bloomberg's Portfolio and Risk solution, PORT. Main responsibilities will include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation. PORT+ Enterprise implementations require detailed project plan creation, regular stakeholder 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 dataflow, 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 indices as well as an in-depth knowledge of fixed income and derivatives. This is an implementation role and could require regular travel to support clients across the Americas region. You will use your strong project management capabilities to coordinate all aspects of the on-boarding process, including working with the PORT and Core Sales teams, understanding the client workflow, providing in-depth trainings and assisting clients in reconciling data.

You'll need to have:
  • A deep understanding of PORT functionality
  • Knowledge of fixed income, equities and derivatives
  • Strong communication skills in order to interact with clients and team members
  • Experience communicating with Engineering groups on extremely complicated and complex topics
  • Advanced Microsoft Excel skills
  • Critical thinking and problem solving skills
  • Experience managing cross-departmental projects with tight deadlines
  • Experience conducting trainings both internally / externally
  • Track record of meeting deadlines and setting priorities

We would love to see:
  • Master's degree
  • CFA
  • Exposure to Lua scripting

If this sounds like you:
Apply if you think we're a good match and we'll get in touch with you to let you know next steps. In the meantime, check out http://www.bloomberg.com/professional .

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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