Enterprise Services Specialist – Buy-Side Investment Workflows

Bloomberg; São Paulo; On-site; BRL 180,000 - 270,000; Full time

Job summary

Bloomberg L.P. in São Paulo, Brazil, is seeking an Enterprise Services Specialist focused on buy-side investment management workflows. You will work with portfolio managers, traders, compliance, and operations to optimize investment processes across AIM and related solutions.

You’ll develop deep knowledge of portfolio management, order management, compliance, trading, and post-trade workflows while collaborating with regional asset managers and institutional clients to drive workflow success.

Qualifications

• Experience in financial services, asset management, investment operations, fintech, production support, workflow support, or related environments.
• Understanding of investment management workflows and the trade lifecycle.
• Strong analytical and problem-solving skills.
• Ability to communicate effectively with both clients and internal stakeholders.
• Ability to quickly learn and adapt across products, workflows, and technologies.
• Strong attention to detail and organizational skills.
• Fluency in Portuguese and English

Responsibilities

• Manage client inquiries, workflow challenges, and production issues across Bloomberg’s buy-side investment management solutions
• Investigate and resolve issues impacting portfolio management, order management, compliance, trading, and operational workflows
• Develop expertise across AIM and related investment management solutions
• Partner closely with clients to understand operational workflows, business requirements, and adoption challenges
• Participate in discussions focused on workflow optimization, operational efficiency, and client success
• Collaborate with Sales, Product, Engineering, and Implementation teams to improve workflow outcomes and client experience
• Identify recurring workflow challenges, operational risks, and opportunities for process improvement
• Create and maintain internal documentation, best practices, and knowledge-sharing resources
• Contribute to onboarding, training, and knowledge development across the team
• Partner with clients across Brazil and Latin America to drive workflow success and operational efficiency

Skills

Fluency in Portuguese

Fluency in English

Client-facing experience

Job description

Description & Requirements

Resumes must be submitted in English to be considered.

Who We Are

Enterprise Services is Bloomberg’s client-facing organization responsible for driving client workflow success across trading, investment management, post-trade, and regulatory solutions. We partner closely with financial institutions across the region to help clients operate efficiently in increasingly complex and fast-moving markets.

In Brazil, our team supports clients across local and global markets, working at the intersection of technology, market structure, investment workflows, and electronic trading. We collaborate closely with Sales, Product, Engineering, and Implementation teams to deliver scalable solutions and high-quality client experiences.

Our São Paulo team is organized around primary workflow ownership, allowing specialists to develop deep expertise in a core area while gaining exposure to adjacent products, asset classes, and client workflows as the organization continues to evolve.

Language Requirements

• Fluency in Portuguese and English is required
• Spanish is a plus

What's the Role?

We are hiring an Enterprise Services Specialist focused on Bloomberg’s buy-side investment management workflows across Latin America.

This role is centered on Bloomberg Asset and Investment Manager (AIM) and related investment management workflows. You will partner directly with portfolio managers, traders, compliance teams, operations professionals, and technology stakeholders to help clients manage and optimize their investment processes.

The specialist will develop expertise across portfolio management, order management, compliance, trading, and post-trade workflows while working directly with some of the region’s leading asset managers, wealth managers, family offices, pension funds, and institutional investors.

This is an opportunity to build deep knowledge of buy-side workflows, investment technology, and client operations while helping shape Bloomberg’s growing Enterprise Services presence in Latin America.

What You'll Do

• Manage client inquiries, workflow challenges, and production issues across Bloomberg’s buy-side investment management solutions
• Investigate and resolve issues impacting portfolio management, order management, compliance, trading, and operational workflows
• Develop expertise across AIM and related investment management solutions
• Partner closely with clients to understand operational workflows, business requirements, and adoption challenges
• Participate in discussions focused on workflow optimization, operational efficiency, and client success
• Collaborate with Sales, Product, Engineering, and Implementation teams to improve workflow outcomes and client experience
• Identify recurring workflow challenges, operational risks, and opportunities for process improvement
• Create and maintain internal documentation, best practices, and knowledge-sharing resources
• Contribute to onboarding, training, and knowledge development across the team
• Partner with clients across Brazil and Latin America to drive workflow success and operational efficiency

You're Likely to Thrive Here If You

• Enjoy solving complex problems in client-facing environments
• Are curious about financial markets, investment management, and technology
• Can communicate clearly and confidently with both technical and non-technical stakeholders
• Work well under pressure and can effectively prioritize across multiple issues and competing demands
• Enjoy understanding how investment workflows operate across teams and systems
• Are motivated by continuous learning and developing deeper workflow expertise
• Value collaboration, ownership, accountability, and operational excellence

You'll Need to Have

• Experience in financial services, asset management, investment operations, fintech, production support, workflow support, or related environments
• Understanding of investment management workflows and the trade lifecycle
• Strong analytical and problem-solving skills
• Ability to communicate effectively with both clients and internal stakeholders
• Ability to quickly learn and adapt across products, workflows, and technologies
• Strong attention to detail and organizational skills
• Fluency in Portuguese and English

We'll Love to See

• Experience supporting or using an OMS, EMS, PMS, or related investment management platform
• Exposure to portfolio management, compliance, trading, middle-office, or back-office workflows
• Familiarity with Bloomberg products such as AIM, PORT, FXGO, EMSX, or related platforms
• Exposure to APIs, FIX connectivity, data integrations, or workflow automation
• Experience supporting clients in production environments
• Spanish language skills

Why This Role?

• Develop expertise across Bloomberg’s buy-side investment management ecosystem
• Work directly with leading asset managers and institutional investors across Latin America
• Gain exposure to portfolio management, trading, compliance, operations, and investment technology workflows
• Build relationships across Sales, Product, Engineering, and Implementation teams
• Develop subject matter expertise and take ownership of critical client workflows
• Help establish and expand Bloomberg’s buy-side workflow expertise in Latin America

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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.

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