What’s the role?
- PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training. Individuals on the team will be required to be well-versed in multi-asset classes, have a technical understanding of data-flow, and will be required to have strong project management skills.
- You will need strong relationship management skills and possess advanced product knowledge of PORT and BSKT as well as an in-depth knowledge of fixed income and derivatives.
- You will use your strong project management capabilities to coordinate all aspects of the on-boarding process, understanding the client workflow, providing in-depth training and assisting clients in reconciling data.
- Main responsibilities will include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, User Training and Analytics Reconciliation. PORT and BSKT implementations require detailed project plan creation, regular partner meetings and in-person client training.
We’ll trust you to:
- Collaborate extensively with our PORT sales teams to ensure that PORT Enterprise clients are efficiently on-boarded while meeting their requirements
- Collaborate across business units such as: Product, Operation, Analytics, Engineering as well as 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 in an effort to continually improve our products
You’ll need to have:
- Minimum 3-5 years of experience working in Buy-Side financial institutions or a Financial Technology Organisation
- Project management experience in or for buy-side financial institutions
- Understanding of workflows used by portfolio managers, risk and attribution specialists
- 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
- Track record of meeting deadlines and setting priorities
We’d love to see:
- An understanding of the ETF Creation/Redemption workflow
- Experience communicating with Engineering 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 / Power BI / Tableau skills
- CFA Certification
Source: for more information click here.