Implementation Specialist - Portfolio & Risk Analytics

$120K–175KActiveverified May 23, 2026

Job description

Description & RequirementsDescription & Requirements

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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTP Salary Range = 120,000 - 175,000 USD Annual + Benefits + BonusThe referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTP Salary Range = 120,000 - 175,000 USD Annual + Benefits + BonusThe referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTPBloomberg 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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTPBloomberg 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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTPBloomberg 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 rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 20,000+ employees across 176 offices globally, we provide the environments and systems that enable collaboration, productivity, and flexibility.The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.Our TeamThe Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.What’s the role?As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.You’ll need to have5+ years of experience at a buy-side financial institution or in financial engineering/structuringStrong understanding of portfolio management, risk, and attribution workflowsDeep knowledge of portfolio analytics across fixed income, equities, and derivativesExcellent communication skills, with the ability to explain complex concepts clearly to different audiencesExperience working with Engineering teams on technical and data-related challengesStrong project management skills, with the ability to manage priorities and meet deadlinesAdvanced Microsoft Excel skillsExperience leading cross-functional initiativesExperience delivering client-facing trainingWe’d love to seeBachelor’s or Master’s degree; CFA is a plusStrong analytical and problem-solving skillsOwnership mindset with the ability to drive issues through to resolutionAbility to quickly learn new technologies and workflowsTechnical skills such as Python, APIs, and SFTP

The Bloomberg Financial Solutions department, with over 5,000 employees, is dedicated to ensuring the success of our clients and our people. Our teams span sales, service, operations, culture, and brand, all aligned around a common goal: building meaningful client relationships by understanding their needs and delivering exceptional support from implementation through ongoing partnership.

Our Team

The Portfolio Buy-Side Implementation team is responsible for onboarding new and existing clients to PORT Enterprise, Bloomberg’s portfolio and risk management solution. Key responsibilities include pre-sales engagement, data ingestion setup, workflow configuration, and analytics reconciliation.

PORT Enterprise implementations are complex and require detailed project planning, regular stakeholder engagement, and hands-on client training. Team members are expected to understand multi-asset class portfolios, have a strong grasp of data flows, and bring solid project management capabilities.

What’s the role?

As a PORT Implementation Specialist, you will lead end-to-end client onboarding for PORT Enterprise across the Americas. You will partner closely with Sales, Product, and Engineering to understand client workflows, configure solutions, and ensure a successful implementation.

This role combines relationship management, project execution, and technical problem-solving. You will manage implementation timelines, deliver client training, and support data validation and reconciliation efforts. Travel may be required to support client engagements.

You’ll need to have

5+ years of experience at a buy-side financial institution or in financial engineering/structuring

5+ years of experience at a buy-side financial institution or in financial engineering/structuring

Strong understanding of portfolio management, risk, and attribution workflows

Strong understanding of portfolio management, risk, and attribution workflows

Deep knowledge of portfolio analytics across fixed income, equities, and derivatives

Deep knowledge of portfolio analytics across fixed income, equities, and derivatives

Excellent communication skills, with the ability to explain complex concepts clearly to different audiences

Excellent communication skills, with the ability to explain complex concepts clearly to different audiences

Experience working with Engineering teams on technical and data-related challenges

Experience working with Engineering teams on technical and data-related challenges

Strong project management skills, with the ability to manage priorities and meet deadlines

Strong project management skills, with the ability to manage priorities and meet deadlines

Advanced Microsoft Excel skills

Advanced Microsoft Excel skills

Experience leading cross-functional initiatives

Experience leading cross-functional initiatives

Experience delivering client-facing training

Experience delivering client-facing training

We’d love to see

Bachelor’s or Master’s degree; CFA is a plus

Bachelor’s or Master’s degree; CFA is a plus

Strong analytical and problem-solving skills

Strong analytical and problem-solving skills

Ownership mindset with the ability to drive issues through to resolution

Ownership mindset with the ability to drive issues through to resolution

Ability to quickly learn new technologies and workflows

Ability to quickly learn new technologies and workflows

Technical skills such as Python, APIs, and SFTP

Technical skills such as Python, APIs, and SFTP

Technical skills such as Python, APIs, and SFTPSalary Range = 120,000 - 175,000 USD Annual + Benefits + BonusThe referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.Salary Range = 120,000 - 175,000 USD Annual + Benefits + BonusThe referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.Salary Range = 120,000 - 175,000 USD Annual + Benefits + BonusThe referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.The referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.podcast series