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.

The Buy-side Enterprise Services team is responsible for supporting our most sophisticated global buy-side customers who subscribe to our portfolio enterprise reporting and order management system solutions. Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio management, trading, and operations. Our comprehensive suite of enterprise solutions helps buy-side firms to generate alpha, service clients, remain compliant, and grow profits in the face of change. These integrated services are tailored to our clients' needs to increase efficiency and productivity.

What’s the Role?

Fund managers, compliance officers and middle office managers face the challenge of doing their job in the most efficient way possible. They need solutions that help them trade securities, attain best execution, and manage their risk, compliance and straight-through processing. Bloomberg’s buy-side order, execution, and position management system is designed to meet and exceed these needs.

As part of the AIM Trade Desk Support team based in San Francisco, you will work in a client facing role, liaising with buy-side professionals to deliver a knowledgeable and proactive service on our buy-side order management solutions (OMS). Our AIM product suite delivers global order, execution and position management tools for front-office professionals as well as middle and back-office operations.

We are looking for individuals with strong customer service skills to enable our AIM clients to operate effectively. Our clients rely on your domain expertise to guide them, so that they can use the power of our OMS to make better business decisions. To be successful, you will be a curious and inquisitive troubleshooter that is eager to share tips and insights about business-critical features and exciting new functionality. Whether you’re on a chat, getting on a call, or on-site with your client, you can quickly size up a situation and provide a solution.

We’ll trust you to:

• Build a comprehensive understanding of the features and capabilities of our OMS offering, through training and on-the-job learning, in order to manage client queries quickly and efficiently

• Develop deep knowledge of our products and client use cases, sharing insights across the team

• Stay current on market trends and understand their impact on client workflows

• Troubleshoot issues pertaining to AIM, while assessing any potential business and/or operational impact

• Foster excellent relationships through strong product knowledge and workflow expertise

• Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes

• Collaborate extensively with our Implementation, Sales, and Engineering teams to improve our clients' experience and overall performance of our technology

• 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
  
  

You’ll need to have:

• Minimum 3 years of experience in financial services or a financial technology company

• Experience supporting an OMS or other electronic trading systems

• Exposure to pre-trade, at-trade, or post-trade buy-side workflows

• 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

• 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

• 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 traders, portfolio managers, compliance officers, and middle-office users, and the ability to understand complex workflow solutions

• Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products

• Knowledge of connectivity protocols such as FIX, TNP or XML

• 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