Buyside Portfolio Support Specialist, EMEA- Enterprise Services - Financial Solutions

Bloomberg New Energy Finance; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial analytics firm in London is looking for a Portfolio Support Specialist to support clients using their Portfolio and Risk Analytics solution. This client-facing role requires strong analytical and communication skills, with a minimum of 3 years of experience in Buyside financial institutions. Candidates with SQL/Python knowledge and relevant qualifications are preferred. This unique opportunity involves collaborating with various teams to improve client satisfaction and resolve operational issues.

Qualifications

• Minimum 3 years of experience in Buyside financial institutions or experience in financial engineering.
• Excellent verbal and written communication skills.
• Understanding of workflows used by portfolio managers and risk specialists.

Responsibilities

• Develop a deep understanding of portfolio product offerings.
• Triage and troubleshoot operational issues affecting clients.
• Support clients with methodologies inquiries around portfolio performance.

Skills

Analytical skills

Communication skills

Problem-solving skills

Interpersonal skills

Knowledge of fixed income analytics

SQL knowledge

Python knowledge

Education

Experience in Buyside financial institutions or supporting Buyside customers

CFA/FRM or equivalent qualifications

Job description

Location

London

Business Area

Sales and Client Service

Ref #

10048571

Description & Requirements

The Global Buyside Portfolio Support Team provides customer service for clients using the Bloomberg Portfolio and Risk Analytics solution. This platform provides customers the ability to analyze multi-asset portfolios, obtain a suite of derived analytics interactively and incorporate batch-style reporting into their daily workflows.

The Buyside Portfolio Support Team sits within Buyside Enterprise Services, which owns customer support for the entire suite of Bloomberg's Buyside solutions.

What is the role?

There is an exciting opportunity for a talented professional to join the Buyside Portfolio Support Team. The Portfolio Support Specialist is a client facing role, liaising with portfolio managers, risk and performance analysts and back/middle-office professionals.

This position demands strong problem-solving skills complimented with solid interpersonal skills. Good knowledge of fixed income analytics is preferred. The daily workload will include establishing a trusted adviser relationship that works to ensure our clients full satisfaction with the Portfolio and Risk Analytics solution.

We'll Trust You To:

• Develop a deep understanding of our portfolio product offering so that you can quickly assess the severity of an operational issue with regards to client impact.
• Triage and troubleshoot issues, specifically related to critical batch processes.
• Understand and support clients on methodologies inquiries around portfolio performance, attribution and risk.
• Monitoring, facilitating & consulting our clients during full technology release cycles.
• Identify systemic issues, elevate appropriately by representing client impact internally.
• Communicate effectively and in a timely manner with our clients.
• Collaborate extensively with our Portfolio Implementations, Portfolio Sales and Portfolio Engineering teams to improve our client’s experience and overall performance of our technology.
• Prioritize and drive resolution on escalated client issues.
• Provide detailed feedback from clients to product managers to better improve our products.
• Continually look for ways to improve workflows and partner with our engineering teams to enhance operational tools.

You will need to have:

• Strong analytical skills to evaluate problems and provide solutions.
• Understanding of workflows used by portfolio managers, risk and attribution specialists; the ability to build and understand complex workflow solutions is key.
• Excellent communicative skills, both verbal and written.
• Minimum 3 years of experience working in Buyside financial institutions or supporting Buyside customers; alternatively, experience in financial engineering.
• 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.
• The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences.
• We would love to see candidates with SQL/Python knowledge, CFA/FRM or equivalent qualifications and experience with Bloomberg products.

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