Portfolio Enterprise Support Specialist - NY

Location: New York

Business Area: Sales and Client Service

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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 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 the financial community. To ensure the best experience for our 26,000+ employees across more than 150 locations worldwide, we provide the spaces and systems that enable our teams to work together with agility, productivity, and collaboration, wherever they are.

Bloomberg's Portfolio & Risk Analytics (PORT Enterprise) solution helps portfolio managers and risk professionals achieve their performance and risk objectives through unmatched transparency into portfolio characteristics, historical attribution, and ex‑ante risk. Through a centralized suite of integrated multi‑asset analytics tools, clients gain consistent, detailed insight into portfolio exposures, performance drivers, and sources of risk. These capabilities enable our enterprise clients to make more informed investment decisions and execute differentiated investment strategies.

As part of the PORT Enterprise Support team based in New York, 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 help them maximize the value of Bloomberg's Portfolio & Risk Analytics solution. A strong understanding of financial markets, portfolio construction, performance attribution, portfolio risk and tracking error, and fixed‑income analytics is essential.

You will support our largest PORT Enterprise clients with complex analytical questions related to portfolio performance, security analytics, risk analysis, and 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.

• Build a comprehensive understanding of the features and capabilities of our portfolio product offering through training and on‑the‑job learning, enabling you to manage client inquiries quickly and efficiently
• Troubleshoot issues related to the PORT Enterprise product while assessing any potential business and operational impact
• Understand and support client inquiries regarding portfolio performance, attribution, and risk methodologies
• Identify gaps and opportunities to introduce best practices and new processes that enhance efficiency and improve existing workflows
• Collaborate extensively with our Portfolio Implementation, Portfolio Sales, and Portfolio Engineering teams to improve the client experience and overall performance of our technology
• Foster strong relationships with key PORT Enterprise clients to enhance their overall experience with the product
• Manage client expectations through timely and effective communication during systemic issues or escalations
• Escalate issues and partner with Product and Engineering teams on enhancements and other client‑requested improvements

• Minimum 3 years of experience in financial services or at a financial technology company
• Experience with fixed income and other financial instruments, including associated cash flows and analytics
• Strong multitasking skills with the ability to prioritize effectively in a fast‑paced environment
• Strong attention to detail and analytical skills, with the ability to evaluate problems and provide solutions
• The ambition to take ownership of issues and drive them through to resolution
• The aptitude and willingness to learn new technologies, products, and procedures
• Strong interpersonal and organizational skills, with the ability to drive ideas and implement change in a dynamic environment
• Advanced proficiency with Microsoft Excel and strong working knowledge of PowerPoint and Word
• Strong presentation and communication skills
• Demonstrated…