Buy-side Order Management System (AIM) Support Specialist | SF

Bloomberg; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Paid holidays and PTO

Wellness programs

Job summary

Bloomberg is seeking an AIM Trade Desk Support Specialist in San Francisco to assist buy-side clients using our AIM order management system. You will handle inquiries, troubleshoot issues, and collaborate with Implementation, Sales, and Engineering to improve client workflows and system performance.

Ideal candidates will have 3+ years in financial services or fintech, experience with OMS or electronic trading, and strong Excel/Power BI capability.

Qualifications

• Minimum 3 years of experience in financial services or a financial technology company.
• Experience supporting an OMS or other electronic trading systems.
• Exposure to pre-trade, at-trade, or post-trade buy-side workflows.
• 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.
• The ambition to take ownership and responsibility of issues and handle them effectively through to resolution.
• The inclination 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.

Responsibilities

• Build a comprehensive understanding of the features and capabilities of our OMS offering, through training and on-the-job learning, to manage client queries quickly and efficiently.
• Develop deep knowledge of our products and client use cases, sharing insights across the team.
• Stay current on market trends and understand their impact on client workflows.
• Troubleshoot issues pertaining to AIM, while assessing any potential business and/or operational impact.
• Foster excellent relationships through strong product knowledge and workflow expertise.
• Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency.
• Collaborate with Implementation, Sales, and Engineering teams to improve clients' experience and performance of our technology.
• Manage client expectations through timely and effective communications during systemic issues or escalations.
• Raise issues and liaise with Product and Engineering for enhancements or remediation requested by clients.

Skills

Customer service

Attention to detail

Multitasking

Communication

Problem solving

Ownership

Adaptability

Language skills

Tools

Excel (Advanced)

PowerPoint

Word

Power BI

Visio

Job description

Buy-side Order Management System (AIM) Support Specialist | SF

Location

Business Area

Sales and Client Service

Ref #

10053360

Description & Requirements

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. And, to ensure the best experience for our 26,000+ employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Buy-side Enterprise Services team is responsible for supporting our most sophisticated global buy-side customers who subscribe to our portfolio enterprise reporting and order management system solutions. Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio management, trading, and operations. Our comprehensive suite of enterprise solutions helps buy-side firms to generate alpha, service clients, remain compliant, and grow profits in the face of change. These integrated services are tailored to our clients' needs to increase efficiency and productivity.

What’s the Role?

Fund managers, compliance officers and middle office managers face the challenge of doing their job in the most efficient way possible. They need solutions that help them trade securities, attain best execution, and manage their risk, compliance and straight-through processing. Bloomberg’s buy-side order, execution, and position management system is designed to meet and exceed these needs.

As part of the AIM Trade Desk Support team based in San Francisco, you will work in a client facing role, liaising with buy-side professionals to deliver a knowledgeable and proactive service on our buy-side order management solutions (OMS). Our AIM product suite delivers global order, execution and position management tools for front-office professionals as well as middle and back-office operations.

We are looking for individuals with strong customer service skills to enable our AIM clients to operate effectively. Our clients rely on your domain expertise to guide them, so that they can use the power of our OMS to make better business decisions. To be successful, you will be a curious and inquisitive troubleshooter that is eager to share tips and insights about business-critical features and exciting new functionality. Whether you’re on a chat, getting on a call, or on-site with your client, you can quickly size up a situation and provide a solution.

We’ll trust you to:

Build a comprehensive understanding of the features and capabilities of our OMS offering, through training and on-the-job learning, in order to manage client queries quickly and efficiently

Develop deep knowledge of our products and client use cases, sharing insights across the team

Stay current on market trends and understand their impact on client workflows

Troubleshoot issues pertaining to AIM, while assessing any potential business and/or operational impact

Foster excellent relationships through strong product knowledge and workflow expertise

Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes

Collaborate extensively with our Implementation, Sales, and Engineering teams to improve our clients' experience and overall performance of our technology

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

You’ll need to have:

Minimum 3 years of experience in financial services or a financial technology company

Experience supporting an OMS or other electronic trading systems

Exposure to pre-trade, at-trade, or post-trade buy-side workflows

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

The 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

We’d love to see :

Understanding of workflows used by traders, portfolio managers, compliance officers, and middle-office users, and the ability to understand complex workflow solutions

Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products

Knowledge of connectivity protocols such as FIX, TNP or XML

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

Salary Range = 90,000-110,000 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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