Portfolio & Risk Analytics Implementation Lead

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

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.