Implementation Specialist, Enterprise Portfolio

1 week ago

London, United Kingdom Bloomberg Full time

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) as well as Bloomberg's new ETF Primary Market solution (BSKT).

**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 and BSKT 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 (this may include European travel), Data Ingestion Set-up, Workflow Configuration, User Training and Analytics Reconciliation. PORT and BSKT implementations require detailed project plan creation, regular partner meetings and in-person client training.

**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**:

- Minimum 3-5 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

**We'd love to see**:

- An understanding of the ETF Creation/Redemption workflow
- 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

  • Implementation Specialist

    2 days ago

    London, United Kingdom eFinancialCareers Full time

    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 andaccurately measure portfolio risk and return, and streamline their overall investment management...

  • Implementation Specialist, Enterprise Portfolio

    4 days ago

    London, United Kingdom Bloomberg Full time

    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...

  • Portfolio Implementation Specialist

    2 weeks ago

    Greater London, United Kingdom Mason Blake Full time

    A prestigious asset management firm is seeking a Portfolio Implementation Analyst to support portfolio managers and manage investment strategies efficiently. Ideal candidates will have 2-6 years of relevant experience on the buy-side, strong interpersonal skills, and an interest in financial markets. Responsibilities include managing trade orders, monitoring...

  • Implementation Specialist

    1 week ago

    London, Greater London, United Kingdom FactSet Full time £40,000 - £80,000 per year

    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and...

  • Implementation Specialist

    4 days ago

    City Of London, United Kingdom FactSet Full time

    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making,...

  • Implementation Specialist

    1 week ago

    City Of London, United Kingdom FactSet Research Systems Inc. Full time

    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.FactSet delivers innovative research and analytics that empower financial professionals to make informed decisions. Through our integration of...

  • Portfolio Implementation Analyst

    2 days ago

    London, United Kingdom Mason Blake Full time

    A prestigious asset management firm is looking to hire a Portfolio Implementation Analyst. The portfolio implementation team is the link between the Portfolio Managers and Traders and will be responsible for the implementation of investment views across portfolios held within a wide range of strategies.The main responsibilities include:Providing active...

  • Enterprise Implementation Consultant

    2 weeks ago

    London, Greater London, United Kingdom Re-Leased Full time £60,000 - £100,000 per year

    Does driving innovation and enriching our human experience through technology make you tick? At Re-Leased our vision is to shape the future of Commercial Real Estate and drive better outcomes for people, property and planet.  Our cloud-based commercial property management software is designed to specifically meet the needs of commercial property owners and...

  • Head of Enterprise Portfolio Management Office

    1 week ago

    London, United Kingdom Prudential Distribution Full time

    Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years we have a long history of innovation in savings and investments combining asset management and insurance expertise to offer a wide range of solutions.Our two distinct operating segments Asset Management and Life work together to provide...

  • Enterprise Implementation Consultant

    6 days ago

    London, United Kingdom Re-Leased Full time £150 - £200

    OverviewJoin to apply for the Enterprise Implementation Consultant role at Re-Leased.Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.Our cloud-based commercial property management software is designed to specifically meet the needs of commercial property owners and property managers and make...