Portfolio Implementation Specialist

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Bloomberg Full time

About the Role

The Portfolio Implementation Specialist will be responsible for the full implementation of customers using Bloomberg's Portfolio and Risk solution, PORT. This includes Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation.

Key Responsibilities

  • Collaborate extensively with PORT sales teams to ensure efficient onboarding of PORT Enterprise clients while meeting their requirements
  • Collaborate across business units such as Product, Operations, Analytics, Engineering, and Buy-side Order Management (AIM) to deliver the Bloomberg value proposition to clients
  • Execute the agreed implementation plan to ensure maximum satisfaction for new clients
  • Provide detailed product feedback from clients to internal business managers to continually improve products

Requirements

  • 5+ years of experience working in Buy-Side financial institutions or a Financial Technology Organization
  • Project management experience in or for buy-side financial institutions
  • Experience dealing with workflows used by portfolio and risk managers, including a deep understanding of Portfolio Analytics functionality
  • Experience in building and maintaining relationships with stakeholders both externally and internally
  • Experience with fixed income, equities, and derivatives asset classes
  • Critical thinking and problem-solving skills to manage complex projects
  • Experience conducting training both internally and externally
  • Track record of meeting deadlines and setting priorities
  • Strong presentation and communication skills in English and Mandarin

Preferred Qualifications

  • Bachelor's or Master's degree and CFA
  • 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
  • The ability to effectively communicate technical/complex issues in a simplistic manner to various audiences
  • Advanced Microsoft Excel/Power BI/Python

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