"Alerted.org

Buyside Enterprise Representative, Enterprise Services, Financial Solutions

Location

New York

Business Area

Sales and Client Service

Ref #

10047350

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 world rely on us for the information and tools they need to make critical investment decisions and stay connected across all sides of the financial community. To ensure the best experience for our employees across 176 offices globally, we provide the spaces and systems that enable our teams to work together with agility, productivity, and collaboration — no matter where they are.

The Bloomberg Financial Solutions department is at the forefront of ensuring success for both our customers and employees. Our team is built on five key pillars: sales, service, operations, culture, and brand. United by a common goal, we create meaningful relationships with clients by understanding their needs and delivering exceptional, end-to-end support — from sales and implementation through their ongoing partnership with Bloomberg.

Powered by an unparalleled combination of automation, innovation, access, and service, Bloomberg’s comprehensive and integrated enterprise solutions help buy-side firms generate alpha, serve clients, stay compliant, and grow profits in the face of change. From a single solution to an end-to-end workflow, our integrated services are tailored to client needs to increase efficiency and productivity — exponentially.

Our Team:

The Global Buy-Side Enterprise Service Team supports some of Bloomberg’s most complex and sophisticated buy-side customers who subscribe to our Order Management (AIM), Portfolio Enterprise Reporting (PORT), and Research Management (RMS) platforms.

What’s the role?

We have an exciting opportunity for a talented professional to join the team in a client-facing role, serving as a product and workflow subject matter expert. You’ll work directly with portfolio managers, traders, risk and performance analysts, and back- and middle-office professionals. This role demands a consultative mindset, a culture of ownership, and strong problem-solving and interpersonal skills.

You’ll build trusted adviser relationships with key clients, ensuring their satisfaction and success with Bloomberg’s Buyside Solutions.

We’ll Trust You To:

+ Deepen your expertise across Bloomberg’s Buyside Solutions — including PORT, AIM, RISK, and RMS — and develop a strong understanding of client workflows to deliver world-class service

+ Provide operational support and consultation, including cross system integrations, while advising clients on workflow optimization and best practices

+ Deliver proactive, pre-emptive support by monitoring client workflows, identifying systemic issues, and managing critical escalations with urgency and precision

+ Identify opportunities to enhance service quality, streamline processes, and provide competitive advantages for clients using Bloomberg’s tools

+ Create and maintain workflow documentation, runbooks, and configuration guides to ensure global service continuity and transparency across teams

+ Serve as a trusted point of contact for key client stakeholders, collaborating with internal partners — from Engineering to Product — to enhance the overall client experience

You’ll Need To Have:

+ Deep understanding of buy-side investment workflows, including those used by portfolio managers, middle office, and risk/attribution teams

+ Prior experience with Bloomberg’s Buyside Solutions, particularly AIM, PORT, and RMS

+ Strong knowledge of fixed income, equities, and derivatives asset classes

+ Excellent interpersonal and communication skills, with experience engaging senior-level clients and stakeholders

+ Passion for service excellence, innovation, and continuous improvement

+ Strong project management, critical thinking, and problem-solving abilities to manage complex priorities

+ Ability to communicate complex technical concepts clearly and effectively to both technical and non-technical audiences

We'd love to see:

+ Fluency in Portuguese and strong cross-cultural communication skills

What's it Like To Work Here?

We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn’t all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.

What is Bloomberg?:

View our Benefits:

Apply if you think we're a good match. We'll get in touch to let you know that the next steps are.

Salary Range = 90000 - 110000 USD Annually + Benefits + Bonus

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.

Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.

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 parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email [email protected]