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

Bloomberg

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 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams 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. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal:
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.

AIM is the buy‑side order management system of Bloomberg, delivering global multi‑asset solutions for portfolio management, order management and execution, compliance and post‑trade operations. AIM is used by more than 14,000 professionals in nearly 90 countries at over 850 buy‑side firms, including some of the largest asset managers, hedge funds, insurance companies, pension funds and government agencies.

Our goal is to offer the most scalable asset management technology in the market that allows clients to grow assets on existing investments and to quickly expand into new asset classes, markets or investment styles on a fully hosted platform, without disruption.

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, our clients will depend on you to 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 implementation 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…