Implementation Specialist - Portfolio & Risk Analytics

Implementation Specialist - Portfolio & Risk Analytics

Location

San Francisco

Business Area

Sales and Client Service

Ref #

10051329

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 the financial markets. Our customers rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.

The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.

Our Team

The Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg's portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.

PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.

What's the role?

As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.

This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.

You'll need to have

• 5+ years of experience at a buy-side financial institution or in financial engineering/structuring

• Strong understanding of portfolio management, risk, and attribution workflows

• Deep knowledge of portfolio analytics across fixed income, equities, and derivatives

• Excellent communication skills, with the ability to explain complex concepts clearly to different audiences

• Experience working with Engineering teams on technical and data-related challenges

• Strong project management skills, with the ability to manage priorities and meet deadlines

• Advanced Microsoft Excel skills

• Experience leading cross-functional initiatives

• Experience delivering client-facing training

We'd love to see

• Bachelor's or Master's degree; CFA is a plus

• Strong analytical and problem-solving skills

• Ownership mindset with the ability to drive issues through to resolution

• Ability to quickly learn new technologies and workflows

• Technical skills such as Python, APIs, and SFTP

Salary Range = 120,000 - 175,000 USD Annual + 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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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 parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email View email address on click.appcast.io