Buy-side Order Management System (AIM) Support Specialist | SF

Bloomberg•San Francisco, CA

5d•$90,000 - $110,000•Onsite

About The Position

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 26,000+ employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. Fund managers, compliance officers and middle office managers face the challenge of doing their job in the most efficient way possible. They need solutions that help them trade securities, attain best execution, and manage their risk, compliance and straight-through processing. Bloomberg’s buy-side order, execution, and position management system is designed to meet and exceed these needs. As part of the AIM Trade Desk Support team based in San Francisco, you will work in a client facing role, liaising with buy-side professionals to deliver a knowledgeable and proactive service on our buy-side order management solutions (OMS). Our AIM product suite delivers global order, execution and position management tools for front-office professionals as well as middle and back-office operations. We are looking for individuals with strong customer service skills to enable our AIM clients to operate effectively. Our clients rely on your domain expertise to guide them, so that they can use the power of our OMS to make better business decisions. To be successful, you will be a curious and inquisitive troubleshooter that is eager to share tips and insights about business-critical features and exciting new functionality. Whether you’re on a chat, getting on a call, or on-site with your client, you can quickly size up a situation and provide a solution.

Requirements

Minimum 3 years of experience in financial services or a financial technology company
Experience supporting an OMS or other electronic trading systems
Exposure to pre-trade, at-trade, or post-trade buy-side workflows
Strong multitasking skills with the ability to prioritize in a fast-paced environment
Attention to detail with strong analytical skills to evaluate problems and provide solutions
The ambition to take ownership and responsibility of issues and handle them effectively through to resolution
The inclination and aptitude to pick up new technologies and procedures
Strong interpersonal and organizational skills, to drive and implement ideas in a changing environment
Proficiency with Microsoft applications – Excel (Advanced), PowerPoint, and Word
Strong presentation and communication skills
Demonstrated career progression and ownership within prior roles
Bachelor’s degree or degree equivalent qualifications

Nice To Haves

Understanding of workflows used by traders, portfolio managers, compliance officers, and middle-office users, and the ability to understand complex workflow solutions
Proficiency with Microsoft Power BI, Visio, and experience with Bloomberg products
Knowledge of connectivity protocols such as FIX, TNP or XML
Business proficiency in Spanish, Portuguese, or other languages, as this role will support clients who speak a diverse range of languages
Professional certification such as CFA, FRM, or equivalent qualifications demonstrating strong foundations in performance and risk concepts
Familiarity with APIs, data structures, or programming concepts (i.e. Python) and an interest in emerging technologies such as AI to improve workflows and internal tools

Responsibilities

Build a comprehensive understanding of the features and capabilities of our OMS offering, through training and on-the-job learning, in order to manage client queries quickly and efficiently
Develop deep knowledge of our products and client use cases, sharing insights across the team
Stay current on market trends and understand their impact on client workflows
Troubleshoot issues pertaining to AIM, while assessing any potential business and/or operational impact
Foster excellent relationships through strong product knowledge and workflow expertise
Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency and improve on existing processes
Collaborate extensively with our Implementation, Sales, and Engineering teams to improve our clients' experience and overall performance of our technology
Manage client expectations through timely and effective communications during systemic issues or escalations
Raise issues and liaise with Product and Engineering for enhancements or any other remediation requested by clients