RMS Implementation, Enterprise Services, Financial Solutions , NY Posted
Listed on 2025-11-27
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IT/Tech
Data Analyst, Data Security, Business Systems/ Tech Analyst
RMS Implementation, Enterprise Services, Financial Solutions
Location
New York
Business Area
Sales and Client Service
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Description & Requirements
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 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.
The Bloomberg Financial Solutions department is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are 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 relationship with Bloomberg.
Our Team
Bloomberg’s Research Management System (RMS) is a fully integrated buy-side solution that empowers clients to manage investment research efficiently, compliantly, and collaboratively. Leveraging AI and Natural Language Processing (NLP), RMS enables clients to uncover insights across one of the world’s largest libraries of broker research, company filings, transcripts, and internal notes. With seamless integration into Microsoft Office, structured publishing workflows, and real-time collaboration tools, RMS centralizes qualitative and quantitative research, supports ESG engagement tracking, and connects to Bloomberg Query Language (BQL) for powerful analytics.
Our goal is to provide the most scalable research platform in the market — one that helps clients generate actionable ideas, manage compliance risk, and collaborate more effectively across the investment lifecycle.
WHAT IS THE ROLE?
The RMS Implementation Specialist plays a vital role in ensuring successful client engagements by combining deep product expertise with buy-side industry knowledge. You will partner with clients to analyze research workflows, configure RMS, deliver training, and ensure smooth integrations with portfolio management, compliance, and operational systems.
Unlike a generalist project manager, the Implementation Specialist is a hands-on product expert, guiding clients in how to best leverage RMS’s AI-powered document search, collaboration, publishing, and ESG management features. You will own technical configurations, advise on workflow optimization, and champion best practices to maximize client adoption.
The role is based in New York and covers new clients across North America, with some travel required for on-site support.
WE'LL TRUST YOU TO:
Lead RMS implementations from discovery to go-live, ensuring clients achieve business and workflow objectives
Translate client requirements into tailored RMS configurations, including publishing workflows, data integrations, and compliance controls
Guide clients on adopting AI/NLP-powered document search, BQL analytics, and ESG engagement management
Deliver engaging training sessions for analysts, portfolio managers, and compliance teams
Act as a product specialist during implementation, advising clients on maximizing collaboration tools, document annotation, and workflow automation
Partner with sales on scoping and solution design to ensure seamless handoff into implementation
Manage multiple implementations concurrently, balancing project timelines and stakeholder expectations
Provide structured feedback from client experiences to Product and Engineering to support ongoing innovation
Drive adoption post-launch by monitoring usage, identifying opportunities for expansion, and embedding RMS into client workflows
YOU'LL NEED TO HAVE:
4–8 years of financial technology implementation experience, ideally in buy-side research or order management systems
Strong expertise in investment research…
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