Portfolio Enterprise Support Specialist - San Francisco

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.

Our Portfolio & Risk Analytics (PORT Enterprise) solution helps portfolio and risk managers achieve performance and risk objectives by providing unmatched transparency into each portfolio’s historical attribution, characteristics, and ex-ante risk. From one centralized location, our series of powerful, integrated multi-asset tools deliver consistent and detailed insight into the client’s portfolio. Utilizing this service enables our enterprise clients to create and execute differentiating investment strategies accordingly.

What’s the role?

As part of the PORT Enterprise Support team based in San Francisco, you will work in a client-facing role supporting sophisticated buy-side institutions. You will partner directly with portfolio managers, risk and performance analysts, and middle- and back-office professionals to ensure they maximize value from Bloomberg’s Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and asset class analytics is essential.

You will support our largest buy-side PORT Enterprise clients with complex analytical questions related to portfolio performance, security analytics, risk analysis, and workflow configuration. This role requires strong problem-solving skills, clear communication, and the ability to build trusted relationships with senior investment professionals, ensuring operational stability and long-term satisfaction with our platform.

We’ll trust you to:

• Build a comprehensive understanding of the features and capabilities of our portfolio product offering, through training and on-the-job learning, in order to manage client queries quickly and efficiently
• Troubleshoot issues pertaining to the PORT Enterprise product, while assessing any potential business and/or operational impact
• Understand and support clients on methodologies inquiries around portfolio performance, attribution, and risk
• Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes
• Collaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve our clients' experience and overall performance of our technology
• Foster excellent relationships with key PORT Enterprise clients to improve their overall experience in using the product
• 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

• Minimum 3 years of experience in financial services or a financial technology company
• Experience of Fixed Income and other financial instruments, associated cash-flows, and analytics
• 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
• 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
• Bachelor’s degree or degree equivalent qualifications

We’d love to see:

• Understanding of workflows used by portfolio managers, risk and attribution specialists, and the ability to build and understand complex workflow solutions
• Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products
• 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