Portfolio Risk Management Specialist

4 days ago


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

Bloomberg's Risk Implementation team provides exceptional service to our Risk Enterprise clients, delivering full implementation and onboarding solutions. We scope, deploy, and integrate our solutions within their existing businesses, handling multi-asset portfolio risk products such as Multi-Asset Risk System (MARS), Front Office Risk, Market Risk, Credit Risk, Counterparty Risk, Hedge accounting, and Collateral management.

We partner with Sales and Account Management throughout the sales process to ensure our solution meets our clients' needs. Additionally, we work closely with Products and Engineering teams to provide an efficient and exceptional onboarding experience for our clients.

What does the role entail?

As a Portfolio Risk Management Specialist, you will be responsible for implementing Portfolio Risk Management Solutions across various asset classes. Your technical understanding of data flow and project management skills will enable you to coordinate all aspects of the onboarding process, working closely with Sales teams to analyze client workflows, gather requirements, identify gaps, and propose our solution. You will scope the solution, present it to the client, and communicate requirements to Product teams for development.

You will manage implementation projects to align with our standard procedures while ensuring that we deliver solutions meeting clients' requirements and timelines. You will onboard clients on specific risk modules by bringing positions into Bloomberg, explaining risk analytics, and generating risk reports. You will provide in-depth training and project management to set up new clients to extract maximum benefits from our products.

Your key responsibilities include:

* Collaborating extensively with our Risk sales teams to efficiently onboard Risk Enterprise clients while meeting their requirements
* Working across business units like Product, Operation, Services, Engineering, Buy-side Order Management (AIM), Trade Order Management Solutions (TOMS), and Portfolio Analytics to deliver the Bloomberg value proposition to clients
* Developing detailed project plans and timelines, driving them to completion through agreement with the client and support from internal teams where necessary
* Owning each assigned complex and strategic engagement, acting as the primary day-to-day project management point person, working across multiple internal groups and external vendors, and driving tasks through to completion within tight deadlines
* Executing agreed implementation plans to ensure maximum satisfaction for new clients
* Providing detailed product feedback to internal business managers to continually improve our products
* Staying up-to-date with the latest market reforms and product releases, and continuously challenging yourself to find out how our offerings can resolve client needs

Key qualifications include:

* Minimum 5 years of project management experience working in Buy-side or Sell-side Financial institutions or a Financial Technology Organization
* Minimum 5 years of experience with Portfolio Risk Management Solutions such as Value At Risk (VaR), Fundamental Review Trading Book (FRTB), Standard Initial Margin Model (SIMM), Counterparty Risk (XVA), and Market Risk (BRM)
* Strong presentation and communication skills in English and Mandarin
* Good fundamental understanding of economics and modeling of cross-asset financial instruments, including fixed income, equities, OTC derivatives
* Experience implementing Portfolio Risk Management Solutions
* Experience in client engagements, gathering requirements, and defining complex workflows
* Experience in building and maintaining relationships with stakeholders both externally and internally
* Experience conducting training both internally and externally
* Demonstrated continuous career growth within an organization
* Bachelor's degree or degree-equivalent qualifications

We would love to see:

* Experience communicating with Engineering and/or product groups on product enhancements and development
* 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 and Python skills
* Knowledge of the collateral management process


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