Portfolio Enterprise Support Specialist - San Francisco

Overview 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. We also provide spaces and systems for our 26,000+ employees across more than 150 locations to work together with agility, productivity and collaboration, no matter where they are. Location San Francisco Business Area Sales and Client Service Reference # 10049979 Role Overview As part of the PORT Enterprise Support team based in San Francisco, 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 ensure they maximize value from Bloomberg’s Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and asset class analytics is essential. Responsibilities Build a comprehensive understanding of the features and capabilities of our portfolio product offering, through training and on‑the‑job learning, in order to manage client queries quickly and efficiently Troubleshoot issues pertaining to the PORT Enterprise product, while assessing any potential business and/or operational impact Understand and support clients on methodologies inquiries around portfolio performance, attribution, and risk Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes Collaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve our clients' experience and overall performance of our technology Foster excellent relationships with key PORT Enterprise clients to improve their overall experience in using the product Manage client expectations through timely and effective communications during systemic issues or escalations Raise issues and liaise with Product and Engineering for enhancements or any other remediation requested by clients Qualifications Minimum 3 years of experience in financial services or a financial technology company Experience of Fixed Income and other financial instruments, associated cash‑flows, and analytics Strong multitasking skills with the ability to prioritize in a fast‑paced environment Attention to detail with strong analytical skills to evaluate problems and provide solutions Ambition to take ownership and responsibility of issues and handle them effectively through to resolution The inclination and aptitude to pick up new technologies and procedures Strong interpersonal and organizational skills, to drive and implement ideas in a changing environment Proficiency with Microsoft applications – Excel (Advanced), PowerPoint, and Word Strong presentation and communication skills Demonstrated career progression and ownership within prior roles Bachelor’s degree or degree equivalent qualifications Desired Skills Understanding of workflows used by portfolio managers, risk and attribution specialists, and the ability to build and understand complex workflow solutions Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products Business proficiency in Spanish, Portuguese, or other languages, as this role will support clients who speak a diverse range of languages Professional certification such as CFA, FRM, or equivalent qualifications demonstrating strong foundations in performance and risk concepts Familiarity with APIs, data structures, or programming concepts (i.e. Python) and an interest in emerging technologies such as AI to improve workflows and internal tools Compensation & Benefits Salary Range = 100,000 - 130,000 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. #J-18808-Ljbffr Bloomberg