JobsPortfolio Enterprise Support Specialist - San Francisco
Portfolio Enterprise Support Specialist - San Francisco
BloombergPortfolio Enterprise Support Specialist - San Francisco
BloombergLocation
San Francisco, CA
Type
Full-time
Posted
6/10/2026
Compensation
$100,000 - $130,000 per year
Undergraduate with 2+ Years of Experience
Approval 99%·Filings 720·New hires 216·
✓ Established Sponsor
·FY 2025Job description
The Portfolio Enterprise Support Specialist role is a client-facing position within the PORT Enterprise Support team in San Francisco. The specialist will support sophisticated buy-side institutions by partnering with portfolio managers and analysts to maximize the value of Bloomberg's Portfolio & Risk Analytics solution. A strong understanding of financial markets and portfolio analytics is essential for addressing complex analytical questions. The role emphasizes building trusted relationships and ensuring operational stability for clients.
Requirements
- Minimum 3 years of experience in financial services or a financial technology company
- Experience of Fixed Income and other financial instruments, associated cash-flows, and analytics
- 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
- Bachelor’s degree or degree equivalent qualifications
Responsibilities
- Build a comprehensive understanding of the features and capabilities of the portfolio product offering.
- Troubleshoot issues pertaining to the PORT Enterprise product while assessing potential business impact.
- Understand and support clients on methodologies inquiries around portfolio performance, attribution, and risk.
- Identify gaps and opportunities to introduce best practices and new processes to enhance efficiency.
- Collaborate extensively with Portfolio Implementation, Sales, and Engineering teams to improve client experience.
Benefits
- Bloomberg offers a comprehensive suite of benefits designed to support health, financial stability, and work-life balance.
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