The role involves leading end-to-end client onboarding for PORT Enterprise across the Americas while partnering with Sales, Product, and Engineering teams
Job Summary
The role involves leading end-to-end client onboarding for PORT Enterprise across the Americas while partnering with Sales, Product, and Engineering teams.
Candidates must possess a strong grasp of multi-asset class portfolios including fixed income, equities, and derivatives to ensure successful data validation and reconciliation.
Bloomberg offers a comprehensive benefits plan including merit increases, incentive compensation, 401(k) match, and various wellness programs alongside a competitive salary range.
Matching Summary
The role involves leading end-to-end client onboarding for PORT Enterprise across the Americas while partnering with Sales, Product, and Engineering teams.
Salary
Base: $120,000 - $175,000 USD Annual; Bonus: Incentive compensation available; Benefits: Comprehensive medical, dental, vision, 401(k) match, paid time off
Skills & Requirements
Must-have
5+ years buy-side financial experience
Strong portfolio management knowledge
Deep understanding of risk workflows
Expertise in fixed income equities derivatives
Advanced Microsoft Excel skills
Cross-functional project management
Nice-to-have
Python API and SFTP technical skills
CFA certification preferred
Experience leading client-facing training
Ability to explain complex concepts clearly
Ownership mindset with problem-solving drive
Key Requirements
Bachelor's or Master's degree required
5+ years at buy-side institution or financial engineering