Bloomberg

Global financial data, news, analytics provider

Buyside Portfolio Support Specialist - Enterprise Services, Financial Solutions

Customer SupportConfirmed live in the last 24 hours

Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

Strong analytical skills to evaluate problems and provide solutions.
Understanding of workflows used by portfolio managers, risk and attribution specialists, and the ability to build and understand complex workflow solutions.
At least 3 years of experience working in buy-side financial institutions or supporting buy-side customers, or experience in financial engineering.
Ability to take ownership of issues and handle them effectively through resolution.
Aptitude for learning new technologies and procedures.
Ability to communicate technical and complex issues clearly to various audiences.
Fluency in at least one of French, Italian, or German.

Responsibilities

Develop a deep understanding of the portfolio product offering to assess the severity and client impact of operational issues.
Triage and troubleshoot issues, especially those related to critical batch processes.
Support clients with methodology inquiries concerning portfolio performance, attribution, and risk.
Monitor, facilitate, and consult with clients during full technology release cycles.
Identify systemic issues, escalate them appropriately, and represent client impact internally.
Communicate effectively and promptly with clients.
Collaborate with Portfolio Implementations, Portfolio Sales, and Portfolio Engineering teams to improve the client experience and technology performance.
Prioritize and drive resolution of escalated client issues.
Provide detailed client feedback to product managers to improve products.
Identify workflow improvements and partner with engineering teams to enhance operational tools.

Desired Qualifications

Good knowledge of fixed income analytics.
Knowledge of SQL or Python.
CFA or FRM qualifications.
Experience with Bloomberg products.

The Global Buyside Portfolio Support Team provides customer service for clients using the Bloomberg Portfolio and Risk Analytics solution. This platform provides customers the ability to analyze multi-asset portfolios, obtain a suite of derived analytics interactively and incorporate batch-style reporting into their daily workflows.

The Buyside Portfolio Support Team sits within Buyside Enterprise Services, which owns customer support for the entire suite of Bloomberg's Buyside solutions.

What is the role?

There is an exciting opportunity for a talented professional to join the Buyside Portfolio Support Team. The Portfolio 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. Good knowledge of fixed income analytics is preferred. The daily workload will include establishing a trusted adviser relationship that works to ensure our clients full satisfaction with the Portfolio and Risk Analytics solution.

We'll Trust You To:

Develop a deep understanding of our portfolio product offering so that you can quickly assess the severity of an operational issue with regards to client impact.
Triage and troubleshoot issues, specifically related to critical batch processes.
Understand and support clients on methodologies inquiries around portfolio performance, attribution and risk.
Monitoring, facilitating & consulting our clients during full technology release cycles.
Identify systemic issues, escalate appropriately by representing client impact internally.
Communicate effectively and in a timely manner with our clients.
Collaborate extensively with our Portfolio Implementations, Portfolio Sales and Portfolio Engineering teams to improve our client’s experience and overall performance of our technology.
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 engineering teams to enhance operational tools.

You will need to have:

Strong analytical skills to evaluate problems and provide solutions.
Understanding of workflows used by portfolio managers, risk and attribution specialists; the ability to build and understand complex workflow solutions is key.
Excellent communicative skills, both verbal and written.
Minimum 3 years of experience working in Buyside financial institutions or supporting Buyside customers; alternatively, experience in financial engineering.
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 would love to see candidates with SQL/Python knowledge, CFA/FRM or equivalent qualifications and experience with Bloomberg products.
Fluent in either French, Italian or German

If indicated, please note that years of experience are a guide; we will consider applications from all candidates who can demonstrate the skills necessary for the role.

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About the Company

Bloomberg

Global financial data, news, analytics provider

Bloomberg provides financial data, news, and analysis to help professionals make informed decisions and operate more transparently and efficiently. Its products deliver trusted information and insights through technology platforms that connect global financial communities, enable collaboration, and support decision-making. The company differentiates itself by offering broad, reliable data and news across markets, strong customer focus, and a culture that emphasizes collaboration, broad perspective, and doing the right thing for clients, people, and communities. Bloomberg’s goal is to improve market transparency and efficiency by delivering accurate information and tools that empower customers to act confidently and ethically.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: New York City, New York
Founded: 1981

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