Overview
In this role you enable buy-side clients to onboard onto Bloomberg AIM, configuring the platform to fit their trading, risk, and operations workflows. You collaborate with sales, product, and clients to deliver end-to-end implementation, including scoping, governance, and user training, while driving adoption and best practices. You work across front-, middle-, and back-office solutions to ensure a smooth go-live and sustained usage, shaping client operating models and delivering measurable onboarding value.
Responsibilities
- Onboard clients onto Bloomberg Buy-Side Solutions
- Create and own detailed project plans and govern projects across stakeholders
- Support implementation with Sales, Account Management and Product Development
- Clarify complex client requirements to define milestones and timelines
- Manage client expectations for a smooth onboarding experience
- Coordinate multiple implementation projects with varied asset classes and workflows
- Understand and design the client’s Bloomberg target operating model
- Partner with Sales for scoping, requirements gathering and solution design
- Influence industry best practices for investment management workflows
- Develop strategies to increase usage by go-live and beyond
- Provide expertise across the investment lifecycle
- Acquire in-depth knowledge of AIM and related solutions (e.g., PORT)
- Advocate for the product to boost adoption during and after implementation
Key requirements
- Excellent project scoping and project management skills
- Deep knowledge of buy-side trends and workflows
- Deep knowledge of portfolio management, order management, trading, compliance, and operations workflows for institutional managers
- Proven ability to work across multiple teams and with internal and external stakeholders
- Articulate and consultative approach
- Excellent communication and presentation skills
- Critical thinking and problem-solving abilities
- Strong organizational skills and proactive team player
- Strong Microsoft Office (Word, Excel, PowerPoint, Visio) skills
- consultative communication
- relationship management
- proactive attitude
- AIM knowledge
- PORT knowledge
- solution architecture experience
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