This role owns that outcome.
You will not simply configure functionality. You will help clients translate investment requirements, data structures and workflow objectives into a robust operating model supported by Bloomberg’s Performance and Risk capabilities.
What You Will Own
Client Implementations and Delivery
Lead complex PORT Enterprise and Performance & Risk implementations from discovery through production go-live.
Define scope, success criteria, delivery milestones and governance with client and internal stakeholders.
Manage data onboarding, portfolio structures, benchmarks, historical backfills, analytics configuration and validation.
Make pragmatic implementation decisions when requirements are incomplete, escalating thoughtfully where trade-offs affect delivery, analytics credibility or client outcomes.
Coordinate across Product, Engineering, Analytics, Data, Sales and other Bloomberg teams to ensure delivery quality and clear ownership.
Investment Analytics Enablement
Configure portfolio analytics, performance attribution and ex-ante risk workflows to align with client investment processes.
Translate portfolio construction, factor models, risk assumptions and attribution methodologies into robust system configurations.
Validate analytics outputs with clients, investigate discrepancies and explain results clearly to both technical and investment audiences.
Support clients in embedding PORT into daily, monthly, governance and regulatory workflows.
Client Advisory and Adoption
Act as a trusted counterpart to portfolio managers, risk professionals, performance teams, operations leads and technology stakeholders.
Facilitate discussions on investment workflows, operating model design and adoption strategy.
Train users across roles and seniority levels, focusing on practical application rather than feature coverage.
Drive adoption by helping clients understand how Bloomberg analytics can support better decision-making, oversight and scale.
Internal Influence and Scale
Identify recurring client patterns, workflow gaps and edge cases, and translate them into product, process and implementation improvements.
Partner with Product Management, Engineering and Analytics teams to articulate client needs, validate proposed solutions and support prioritisation where appropriate.
Contribute to implementation standards, documentation, internal best practice and reusable delivery frameworks.
Support Sales and Account Management teams with domain credibility during strategic discussions, workshops and proof-of-concepts where relevant.
How You Are Expected to Operate
This role requires high individual agency, strong analytical judgement and continuous learning.
You take ownership of open-ended problems and move them forward without waiting for perfect information.
You make reasoned decisions, test assumptions quickly and adjust based on evidence, client feedback and delivery risk.
You are comfortable balancing client expectations, commercial context, technical constraints and internal capacity.
You invest continuously in deepening your understanding of portfolio analytics, risk models, attribution methodologies, data structures and evolving buy-side practices.
Over time, you are expected to increase your autonomy, influence and impact through reflection, experimentation and learning from both successful and difficult implementations.
What You’ll Need
Experience in buy-side investment management, asset ownership, financial technology, consulting or enterprise software implementation, with direct exposure to portfolio analytics, risk, performance or investment operations.
Strong understanding of institutional investment workflows, including portfolio management, performance measurement, attribution, risk management and data operations.
Working knowledge of performance attribution methodologies and ex-ante risk concepts.
Familiarity with multi-asset portfolios, including fixed income, equities and derivatives.
Experience leading complex implementations, transformation programmes or strategic client engagements involving multiple stakeholders.
Ability to analyse discrepancies between expected and observed analytics and explain findings clearly.
Strong written and verbal communication skills with investment, technical and senior business stakeholders.
Comfort operating under ambiguity, competing priorities and client pressure.
Experience working with data feeds, portfolio data structures, analytics outputs and technical integration workflows.
Exposure to APIs, Python, SQL or other data querying tools.
We’d Value
Experience with portfolio management, performance attribution, risk analytics or investment management platforms.
Experience partnering with Product Management and Engineering teams to influence product direction or support enhancements.
Understanding of modern data architecture, cloud technologies, API ecosystems or data visualisation tools.
CFA, CAIA or equivalent investment qualification.
Experience presenting to senior investment, risk or technology stakeholders.
Knowledge of emerging trends in portfolio analytics, investment operations, data strategy and AI-enabled investment workflows.
How Success Is Measured
Success in this role is measured by
Client adoption and sustained usage of PORT analytics
Accuracy, credibility and explainability of performance and risk outputs
Quality and timeliness of implementation delivery
Ability to resolve complex implementation issues efficiently
Strength of client relationships and stakeholder confidence
Quality of internal collaboration across Product, Engineering, Analytics, Data and Sales
Evidence of increasing autonomy, judgement and impact over time
Contribution to scalable implementation standards and best practice
Depth of understanding and quality of delivery matter more than throughput.
Working at Bloomberg
You will work closely with Product, Engineering, Analytics, Data, Sales and client-facing teams across Bloomberg’s buy-side business.
The role rewards intellectual ownership, sound judgement, technical curiosity and the ability to explain complex systems clearly. It offers the opportunity to influence how sophisticated institutional investors use Bloomberg’s Performance and Risk capabilities in production, while helping shape the next generation of implementation standards and client workflows.
Apply If
You want responsibility for how institutional investors use portfolio analytics, performance attribution and risk analytics in practice.
You are comfortable being accountable for client outcomes, not just project tasks.
You enjoy combining investment knowledge, technical problem-solving, stakeholder management and delivery execution.
You want a role where credibility is earned through judgement, clarity, ownership and impact.
If indicated, please note that years of experience are a guide; we will consider applications from all candidates who can demonstrate the skills necessary for the role.
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