Enterprise Services Specialist – Buy-Side Investment Workflows

Bloomberg; São Paulo; Hybrid; BRL 120,000 - 180,000; Full time

Job summary

Bloomberg is recruiting an Enterprise Services Specialist for our São Paulo team to support buy-side investment management workflows across Latin America. You will work with asset managers, wealth managers, funds, and institutional investors to optimize portfolio, order, and post-trade processes.

In this role you will collaborate with Sales, Product, Engineering, and Implementation teams, gaining deep knowledge of AIM, PORT, EMSX, and related platforms while delivering scalable client solutions.

Qualifications

• Experience in financial services, asset management, operations, or production/support roles.
• Fluency in Portuguese and English; Spanish is a plus.

Responsibilities

• Handle client inquiries and workflow challenges across buy-side investment management solutions.
• Investigate issues impacting portfolio management, order management, compliance, trading, and post-trade workflows.
• Develop expertise across AIM and related investment management solutions.
• Collaborate with clients to understand workflows and business requirements.
• Identify recurring workflow challenges and opportunities for process improvement.
• Create and maintain internal documentation and best practices.

Skills

Client-facing

Financial markets

Portuguese fluency

English fluency

Problem solving

Analytical thinking

Tools

Bloomberg AIM

EMSX

PORT

Job description

Location

Business Area

Sales and Client Service

Ref #

10052382

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’d 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

Why This Role?

This role offers the opportunity to:

• 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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