Description & Requirements
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 the financial markets. Our customers rely on us for the tools and analytics they need to make critical investment decisions and stay connected across the global financial community.
The Buy-side Enterprise Services team supports Bloomberg’s most sophisticated buy-side clients across our portfolio analytics and order management solutions. Bloomberg Asset and Investment Manager (AIM) is our flagship Order Management System, providing end-to-end support across portfolio management, trading, compliance, and operations. AIM enables clients to manage the full lifecycle of a trade, from order generation and compliance checks through execution and post-trade processing.
What’s the role?
As part of the AIM Support team, you will work in a highly client-facing role, partnering directly with portfolio managers, traders, compliance officers, and middle- and back-office professionals. You will deliver knowledgeable, responsive, and proactive support across Bloomberg’s OMS platform.
This role goes beyond traditional support. You will develop a deep understanding of client workflows and act as a trusted partner, helping clients navigate the system, solve complex issues, and optimize how they use AIM in their day-to-day operations. Clients rely on your product knowledge and understanding of the buy-side to help them make better and more efficient decisions.
To be successful, you should be a curious and solutions-oriented problem solver who is comfortable engaging with clients, managing expectations, and guiding them through both technical and workflow-related challenges.
We’ll trust you to:
Build a strong understanding of AIM functionality and client workflows through training and hands-on experience
Troubleshoot issues across the trade lifecycle, assessing both technical and business impact
Support clients with questions related to order management, compliance workflows, and trade execution
Develop deep knowledge of client use cases and share insights across the team
Foster strong client relationships through product expertise and proactive engagement
Identify opportunities to improve workflows and introduce best practices
Collaborate closely with Implementation, Sales, Product, and Engineering teams to enhance the client experience
Manage client expectations through clear and timely communication, especially during escalations or system issues
Escalate and advocate for client needs by partnering with Product and Engineering on enhancements
You’ll need to have:
Minimum 3 years of experience in financial services or financial technology
Exposure to buy-side workflows, including pre-trade, at-trade, and post-trade processes
Understanding of order management systems or electronic trading platforms
Strong analytical and problem-solving skills with high attention to detail
Excellent communication skills and ability to interact with a range of stakeholders
Ability to take ownership of issues and drive them through to resolution
Strong organizational skills and ability to prioritize in a fast-paced environment
Proficiency in Microsoft Excel and other standard productivity tools
We’d love to see:
Experience supporting an OMS such as Bloomberg AIM
Understanding of workflows across traders, portfolio managers, compliance, and operations
Familiarity with APIs, data structures, or programming languages such as Python
Knowledge of connectivity protocols such as FIX or XML
Experience with Bloomberg products
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.