Buyside Portfolio Support Specialist

Bloomberg Intelligence; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global financial services company in London seeks a Buyside Portfolio Support Specialist. This client-facing role requires strong analytical skills, excellent communication abilities, and a minimum of 3 years' experience in Buyside financial institutions. Responsibilities include troubleshooting client issues, collaborating with internal teams, and enhancing client satisfaction through effective problem resolution. Knowledge of fixed income analytics and experience with SQL or Python is preferred. Join a diverse and inclusive workplace that values your unique contribution.

Qualifications

• Minimum 3 years of experience working in Buyside financial institutions or supporting Buyside customers.
• Excellent verbal and written communication skills.
• Ability to understand complex workflow solutions.

Responsibilities

• Develop a deep understanding of the portfolio product offering.
• Triage and troubleshoot issues related to critical batch processes.
• Communicate effectively with clients.

Skills

Analytical skills

Communication skills

Problem-solving skills

Client relationship management

Understanding of fixed income analytics

Education

Experience with Buyside financial institutions or financial engineering

Qualifications in SQL/Python, CFA/FRM

Job description

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

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 complemented 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.

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• 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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Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg isിമ a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to autorités discusses it confidentially, please email [e-mail]