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.

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