Portfolio Enterprise Support Specialist - San Francisco

# Portfolio Enterprise Support Specialist

Location: San Francisco Business Area: Sales and Client Service Ref: 10049979

## Description & Requirements

Bloomberg is a global leader in business and financial information, news, and insight. 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 26,000 employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity, and collaboration, no matter where they are.

### Our Portfolio & Risk Analytics PORT Enterprise Solution Our PORT Enterprise solution helps portfolio and risk managers achieve performance and risk objectives by providing unmatched transparency into each portfolios historical attribution characteristics and ex-ante risk. From one centralized location, our series of powerful integrated multi-asset tools deliver consistent and detailed insight into the clients portfolio. Utilizing this service enables our enterprise clients to create and execute differentiating investment strategies accordingly.

## Whats the Role

As part of the PORT Enterprise Support team based in San Francisco, you will work in a client-facing role supporting sophisticated buy-side institutions. You will partner directly with portfolio managers, risk and performance analysts, and middle- and back-office professionals to ensure they maximize value from Bloombergs Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk, and tracking error, and asset class analytics is essential.

You will support our largest buy-side PORT Enterprise clients with complex analytical questions related to:

• Portfolio performance
• Security analytics
• Risk analysis
• Workflow configuration

This role requires strong problem-solving skills, clear communication, and the ability to build trusted relationships with senior investment professionals, ensuring operational stability and long-term satisfaction with our platform.

## Youll be trusted to

• Build a comprehensive understanding of the features and capabilities of our portfolio product offering through training and on-the-job learning in order to manage client queries quickly and efficiently.
• Troubleshoot issues pertaining to the PORT Enterprise product while assessing any potential business and/or operational impact.
• Understand and support clients on methodologies inquiries around portfolio performance attribution and risk.
• Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes.
• Collaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve our clients experience and overall performance of our technology.
• Foster excellent relationships with key PORT Enterprise clients to improve their overall experience in using the product.
• Manage client expectations through timely and effective communications during systemic issues or escalations.
• Raise issues and liaise with Product and Engineering for enhancements or any other remediation requested by clients.

## Youll need to have

• Minimum 3 years of experience in financial services or a financial technology company.
• Experience of Fixed Income and other financial instruments associated cash-flows and analytics.
• Strong multitasking skills with the ability to prioritize in a fast-paced environment.
• Attention to detail with strong analytical skills to evaluate problems and provide solutions.
• 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.
• Strong interpersonal and organizational skills to drive and implement ideas in a changing environment.
• Proficiency with Microsoft applications - Excel, Advanced PowerPoint, and Word.
• Strong presentation and communication skills.
• Demonstrated career progression and ownership within prior roles.
• Bachelors degree or degree equivalent qualifications.

## Wed love to see

• Understanding of workflows used by portfolio managers, risk, and attribution specialists and the ability to build and understand complex workflow solutions.
• Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products.
• Business proficiency in Spanish, Portuguese, or other languages as this role will support clients who speak a diverse range of languages.
• Professional certification such as CFA, FRM, or equivalent qualifications demonstrating strong foundations in performance and risk concepts.
• Familiarity with APIs, data structures, or programming concepts (i.e., Python) and an interest in emerging technologies such as AI to improve workflows and internal tools.

## Salary Range

$100,000 - $130,000 USD Annually

Benefits: Bonus

The referenced salary range is based on the Companys good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education, training, and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include:

• Merit increases
• Incentive compensation (exempt roles only)
• Paid holidays
• Paid time off
• Medical, dental, vision
• Short and long-term disability benefits
• 401k match
• Life insurance
• Various wellness programs among others.

The Company does not provide benefits directly to contingent workers, contractors, and interns.

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