AIM Implementation Specialist, Enterprise Services, Bloomberg Financial Solutions

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New York, NY

Posted Jul 1, 2024 - Requisition No. 126266

Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

AIM is the buy-side order management system of Bloomberg, delivering global multi-asset solutions for portfolio management, order management and execution, compliance and post-trade operations. AIM is used by more than 14,000 professionals in nearly 90 countries at over 850 buy-side firms, including some of the largest asset managers, hedge funds, insurance companies, pension funds and government agencies.

Our goal is to offer the most scalable asset management technology in the market that allows clients to grow assets on existing investments and to quickly expand into new asset classes, markets or investment styles on a fully hosted platform, without disruption.


The Implementation Team is critical in launching a successful client engagement by providing buy-side industry insight and best practice trading workflows for a wide range of client types. As an Implementations Representative, our clients will depend on you to provide project management, client onboarding, system configuration, training, testing and support across position management, order management, trading, research management, compliance, and operations. The ideal candidate will also have experience and skillsets in solution architecture with strong communication skills and industry perspective The role is based in New York and covers new clients across North America with some travel required to provide on-site support.


  • Provide detailed project plans and project management/governance across the entire life of the project by coordinating with relevant Bloomberg departments, the client and third party vendor applications
  • Partner with sales to drive and own project scoping, requirements gathering and solution design prior to completing the sale
  • Navigate and organize complex client requirements to clearly define project milestones and timelines with a high degree of confidence and credibility
  • Influence and implement industry best practices for order management workflows
  • Establish and maintain strong relationships and communication channels across multiple implementation projects concurrently with varying degrees of asset class and workflow complexities
  • Support implementations activities working alongside colleagues in sales, account management & product development
  • Acquire and instill a deep exposure into AIM's offering across front, middle and back office solutions
  • Manage engagements serving Bloomberg’s Research Management tool (RMS) as part of AIM’s wider integration to the Bloomberg Enterprise
  • Effectively manage client expectations for a better on-boarding experience
  • Work as the product advocate to increase usage during and after the implementation
  • Develop and execute strategies to better penetrate our solutions and increase usage by time of go-live


  • Prior experience of buy-side order management implementation / project management / research management / best practices are essential
  • 4 to 8 years of enterprise financial software implementation experience with deep knowledge of buy-side industry trends and best practices for workflows and technology stacks.
  • Excellent project management skills with experience working across multiple teams and departments both internally and with the client
  • A highly articulate and consultative approach with excellent communication and presentation skills
  • Working understanding of AIM with deep product knowledge preferred
  • Working knowledge of Bloomberg applications strongly preferred
  • Deep knowledge of workflows across portfolio management, research management, order management, trading, compliance and operations for institutional investment managers
  • Strong interest and knowledge in financial markets
  • Critical thinking and problem-solving skills
  • Great organizational skills, a proactive attitude, and an ability to work well as a team
  • Strong Microsoft Application knowledge (Word, Excel, Powerpoint, Project, Visio)


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. But it isn’t all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.

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Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you would prefer to discuss this confidentially, please email (Americas), (Europe, the Middle East and Africa), or (Asia-Pacific), based on the region you are submitting an application for.

Salary Range: 120,000 - 175,000 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 available and offer a range of total rewards that may include 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 various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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