Enterprise Services - Portfolio Implementation Specialist - Hong Kong

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 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. 

PORT Enterprise solution helps our clients make quicker and more informed decisions by empowering them with the tools to define appropriate investment universes with benchmarks, successfully implement optimal investment portfolio strategies, easily and accurately measure portfolio risk and return, and streamline their overall investment management workflow.

The Portfolio Buy-Side Implementation team is responsible for the full implementation of customers that will use Bloomberg’s Portfolio and Risk solution, PORT. Main responsibilities will include Pre-Sales engagement, Data Ingestion Set-up, Workflow Configuration, and Analytics Reconciliation.

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 indices as well as an in-depth knowledge of fixed income and derivatives. This is an implementation role and could require regular travel to support clients mainly across APAC region. You will use your strong project management capabilities to coordinate all aspects of the on-boarding process, including working with the PORT and Core Sales teams, understanding the client workflow, providing in-depth training and assisting clients in reconciling data.

• 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

• 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 / externally
• Track record of meeting deadlines and setting priorities
• Strong presentation and communication skills in English and Mandarin

• Bachelors 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

Apply if you think we're a good match. We'll get in touch to let you know the next steps but in the meantime feel free to browse this: https://www.bloomberg.com/professional/portfolio-risk-analytics/

We’re individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We’re interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.

Hong Kong | www.bloomberg.com/hongkong

Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
 
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