AIM​/OMS Implementation Specialist, Enterprise Services, Financial Solutions , NY Posted

AIM/OMS Implementation Specialist, Enterprise Services, Financial Solutions

Location:

New York

Business Area:
Sales and Client Service

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Bloomberg is a global leader in business and financial information, news and insight, using innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers rely on us for the tools they need to make critical investment decisions and remain connected across the financial community. Bloomberg provides the spaces and systems that allow 20,000+ employees to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

The Implementation Team is critical in launching a successful client engagement by providing buy‑side industry insight and best practice trading workflows for a wide range of client types. As an Implementations Representative, you will provide project management, client onboarding, system configuration, training, testing and support across position management, order management, trading, research management, compliance and operations. The ideal candidate will also have experience and skillsets in solution architecture with strong communication skills and industry perspective.

The role is based in New York and covers new clients across North America with some travel required to provide on‑site support.

• Provide detailed project plans and project management/governance across the entire life of the project by coordinating with relevant Bloomberg departments, the client and third party vendor applications
• Partner with sales to drive and own project scoping, requirements gathering and solution design prior to completing the sale
• Navigate and organize complex client requirements to clearly define project milestones and timelines with a high degree of confidence and credibility
• Influence and implement industry best practices for order management workflows
• Establish and maintain strong relationships and communication channels across multiple implementation projects concurrently with varying degrees of asset class and workflow complexities
• Support implementations activities working alongside colleagues in sales, account management & product development
• Acquire and instill a deep exposure into AIM’s offering across front, middle and back office solutions
• Manage engagements serving Bloomberg’s Research Management tool (RMS) as part of AIM’s wider integration to the Bloomberg Enterprise
• Effectively manage client expectations for a better on‑boarding experience
• Work as the product advocate to increase usage during and after the implementation
• Develop and execute strategies to better penetrate our solutions and increase usage by time of go‑live

• Prior experience of buy‑side order management implementation / project management / research management / best practices are essential
• 4 to 8 years of enterprise financial software implementation experience with deep knowledge of buy‑side industry trends and best practices for workflows and technology stacks
• Excellent project management skills with experience working across multiple teams and departments both internally and with the client
• A highly articulate and consultative approach with excellent communication and presentation skills
• Working understanding of AIM with deep product knowledge preferred
• Working knowledge of Bloomberg applications strongly preferred
• Deep knowledge of workflows across portfolio management, research management, order management, trading, compliance and operations for institutional investment managers
• Strong interest and knowledge in financial markets
• Critical thinking and problem‑solving skills
• Great organizational skills, a proactive attitude, and an ability to work well as a team
• Strong Microsoft Application knowledge (Word, Excel,…