Portfolio Client Service Specialist

Careers at Bloomberg

New York

Posted Aug 4, 2016 - Requisition No. 53172

Bloomberg's Portfolio and Risk analytics solution empowers investment professionals with the tools required to successfully implement optimal investment portfolio strategies, helping them make quicker, more informed decisions, enabling them to easily and accurately measure portfolio risk and return, and streamlining their overall investment management workflow.

We are looking for a financially and quantitatively astute experienced person to join our Portfolio Client Service Specialist you will support client qualification, drive product implementation, and further increase successful client adoption. With a consultative approach, our team is responsible for supplying resolution in the client support of PORT+ pre-sales prospects, resolving client advanced implementation issues as well as performing strategic execution of plans to better penetrate our solutions and increase usage amongst the largest clients.

As the Client Services Representative, you will work with both Product and Business Managers to pinpoint opportunities for enhancement and provide critical feedback to ensure product quality which is necessary to the development of our platform.

We will trust you to:

  • Focus on our largest and most complex client relationships; involving regular travel and remote support as and when required
  • Project management of pre-sales proof of concept and post sales validation activity
  • Interact regularly with our clients through the pre-sales and implementation period
  • Product advocate to increase usage post implementation and capitalize on new opportunities within our existing clients
  • Closely engage with sales representatives and business managers

You will need to have:

  • In-depth knowledge of portfolio analytics and risk tools used by the buy-side investment community (performance attribution, risk factor models, optimization, etc)
  • Strong understanding of all quantitative algorithms, mathematical models and financial engineering calculations
  • Experience across multiple asset classes (Equity, Fixed Income, Derivatives etc) desirable
  • Proven critical thinking and problem-solving skills|
  • Comfort with interacting with clients in a highly articulate, consultative and confident manner
  • Organization, attention to detail, and a can-do collaborator skillset
  • Ability and eagerness to play a constructive role in a strong growth environment with strong multi-tasking abilities
  • Strong Microsoft Excel knowledge

We would love to see:

  • Masters or CFA

If this sounds like you:

Apply if you think we’re a good match. We’ll get in touch with you to let you know the next steps but in the meantime feel free to browse this: http://www.bloomberg.com/professional

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