Portfolio Enterprise Support Specialist - NY

Portfolio Enterprise Support Specialist - NY Location New York Business Area Sales and Client Service Ref # 10052100 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. To ensure the best experience for our 26,000+ employees across more than 150 locations worldwide, we provide the spaces and systems that enable our teams to work together with agility, productivity, and collaboration, wherever they are. Bloomberg's Portfolio & Risk Analytics (PORT Enterprise) solution helps portfolio managers and risk professionals achieve their performance and risk objectives through unmatched transparency into portfolio characteristics, historical attribution, and ex-ante risk. Through a centralized suite of integrated multi-asset analytics tools, clients gain consistent, detailed insight into portfolio exposures, performance drivers, and sources of risk. These capabilities enable our enterprise clients to make more informed investment decisions and execute differentiated investment strategies. 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. We'll trust you to: Build a comprehensive understanding of the features and capabilities of our portfolio product offering through training and on-the-job learning, enabling you to manage client inquiries quickly and efficientlyTroubleshoot issues related to the PORT Enterprise product while assessing any potential business and operational impactUnderstand and support client inquiries regarding portfolio performance, attribution, and risk methodologiesIdentify gaps and opportunities to introduce best practices and new processes that enhance efficiency and improve existing workflowsCollaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve the client experience and overall performance of our technologyFoster strong relationships with key PORT Enterprise clients to enhance their overall experience with the productManage client expectations through timely and effective communication during systemic issues or escalationsEscalate issues and partner with Product and Engineering teams on enhancements and other client-requested improvements You'll need to have: Minimum 3 years of experience in financial services or at a financial technology companyExperience with fixed income and other financial instruments, including associated cash flows and analyticsStrong multitasking skills with the ability to prioritize effectively in a fast-paced environmentStrong attention to detail and analytical skills, with the ability to evaluate problems and provide solutionsThe ambition to take ownership of issues and drive them through to resolutionThe aptitude and willingness to learn new technologies, products, and proceduresStrong interpersonal and organizational skills, with the ability to drive ideas and implement change in a dynamic environmentAdvanced proficiency with Microsoft Excel and strong working knowledge of PowerPoint and WordStrong presentation and communication skillsDemonstrated career progression and ownership within previous rolesBachelor's degree or equivalent qualifications We'd love to see: Understanding of workflows used by portfolio managers, risk professionals, and performance attribution specialists, with the ability to understand and support complex workflow solutionsProficiency with Microsoft Power BI, Visio, and Bloomberg productsFamiliarity with APIs, data structures, or programming concepts (e.g., Python), and an interest in emerging technologies such as AI to improve workflows and internal toolsBusiness proficiency in Spanish, Portuguese, or other languages, as this role supports clients who speak a diverse range of languagesProfessional certifications such as CFA, FRM, or equivalent qualifications that demonstrate strong foundations in portfolio performance and risk concepts Salary Range = 100,000 - 130,000 USD Annual + Benefits + BonusThe 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. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.