Implementation Specialist - Portfolio & Risk Analytics

Bloomberg; New York (NY); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Comprehensive benefits plan

401(k) + match

Paid holidays and time off

Job summary

Bloomberg is seeking a PORT Implementation Specialist in New York to lead client onboarding for PORT Enterprise across the Americas. The role involves collaboration with Sales and Engineering, managing implementation timelines, and delivering client training. The ideal candidate will have over 5 years of experience in financial institutions, a strong understanding of portfolio management, and excellent communication skills. A bachelor's or master's degree, along with advanced Excel skills, is required. Salary is $120,000 - $175,000 annually, plus benefits and bonuses.

Qualifications

• 5+ years of experience at a buy-side financial institution or in financial engineering/structuring.
• Strong understanding of portfolio management, risk, and attribution workflows.
• Deep knowledge of portfolio analytics across fixed income, equities, and derivatives.
• Experience delivering client-facing training.

Responsibilities

• Lead end-to-end client onboarding for PORT Enterprise across the Americas.
• Partner closely with Sales, Product, and Engineering to configure solutions.
• Manage implementation timelines and deliver client training.
• Support data validation and reconciliation efforts.

Skills

5+ years of experience at a buy-side financial institution

Strong understanding of portfolio management

Excellent communication skills

Strong project management skills

Advanced Microsoft Excel skills

Education

Bachelor’s or Master’s degree; CFA is a plus

Tools

Python

APIs

SFTP

Job description

Job Overview

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 the financial markets. Our customers rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.

Location

New York

Business Area

Sales and Client Service

Reference #

10051320

Role Overview

As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation. This role combines relationship management, project execution, and technical problem‑solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.

Responsibilities

• Lead end‑to‑end client onboarding for PORT Enterprise across the Americas
• Partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation
• Manage implementation timelines and deliver client training
• Support data validation and reconciliation efforts
• Travel as required to support client engagements

Required Qualifications

• 5+ years of experience at a buy‑side financial institution or in financial engineering/structuring
• Strong understanding of portfolio management, risk, and attribution workflows
• Deep knowledge of portfolio analytics across fixed income, equities, and derivatives
• Excellent communication skills, with the ability to explain complex concepts clearly to different audiences
• Experience working with Engineering teams on technical and data‑related challenges
• Strong project management skills, with the ability to manage priorities and meet deadlines
• Advanced Microsoft Excel skills
• Experience leading cross‑functional initiatives
• Experience delivering client‑facing training

Preferred Qualifications

• Bachelor’s or Master’s degree; CFA is a plus
• Strong analytical and problem‑solving skills
• Ownership mindset with the ability to drive issues through to resolution
• Ability to quickly learn new technologies and workflows
• Technical skills such as Python, APIs, and SFTP

Salary & Benefits

Salary Range: 120,000 - 175,000 USD Annual + Benefits + Bonus

We offer a comprehensive benefits plan including merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability, 401(k) + match, life insurance, and wellness programs. Actual compensation may vary based on geographic location, work experience, market conditions, and skill level.