Portfolio Enterprise Support Specialist - NY

Description & Requirements

Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to financial markets. Our customers around the world rely on us for the information and tools they need to make critical investment decisions and stay connected across the financial community.

What’s the Role?

As part of the PORT Enterprise Support team based in New York, you will work in a client-facing role supporting sophisticated buy-side institutions. You will partner directly with portfolio managers, risk and performance analysts, and middle- and back-office professionals to help them maximize the value of Bloomberg's Portfolio & Risk Analytics solution.

• A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and fixed income analytics is essential.
• You will support our largest PORT Enterprise clients with complex analytical questions related to portfolio performance, security analytics, risk analysis, and workflow configuration.
• This role requires strong problem-solving skills, clear communication, and the ability to build trusted relationships with senior investment professionals, ensuring operational stability and long-term satisfaction with our platform.

Minimum Qualifications

• Minimum 3 years of experience in financial services or at a financial technology company.
• Experience with fixed income and other financial instruments, including associated cash flows and analytics.
• Strong multitasking skills with the ability to prioritize effectively in a fast-paced environment.
• Strong attention to detail and analytical skills, with the ability to evaluate problems and provide solutions.
• The ambition to take ownership of issues and drive them through to resolution.
• The aptitude and willingness to learn new technologies, products, and procedures.
• Advanced proficiency with Microsoft Excel and strong working knowledge of PowerPoint and Word.
• Strong presentation and communication skills.
• Demonstrated career progression and ownership within previous roles.
• Bachelor's degree or equivalent qualifications.

Preferred Qualifications

• Understanding of workflows used by portfolio managers, risk professionals, and performance attribution specialists, with the ability to understand and support complex workflow solutions.
• Proficiency with Microsoft Power BI, Visio, and Bloomberg products.
• Familiarity with APIs, data structures, or programming concepts (e.g., Python), and an interest in emerging technologies such as AI to improve workflows and internal tools.
• Business proficiency in Spanish, Portuguese, or other languages, as this role supports clients who speak a diverse range of languages.
• Professional certifications such as CFA, FRM, or equivalent qualifications that demonstrate strong foundations in portfolio performance and risk concepts.

Salary Range

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.