Enterprise Services Specialist – Buy-Side Investment Workflows

Enterprise Services Specialist Buy-Side Investment Workflows

Location

Sao Paulo

Business Area

Sales and Client Service

Ref #

Description & Requirements

Resumes must be submitted in English to be considered.

Who We Are

Enterprise Services is Bloombergs client-facing organization responsible for driving client workflow success across trading investment management post-trade and regulatory solutions. We partner closely with financial institutions across the region to help clients operate efficiently in increasingly complex and fast-moving markets.

In Brazil our team supports clients across local and global markets working at the intersection of technology market structure investment workflows and electronic trading. We collaborate closely with Sales Product Engineering and Implementation teams to deliver scalable solutions and high-quality client experiences.

Our São Paulo team is organized around primary workflow ownership allowing specialists to develop deep expertise in a core area while gaining exposure to adjacent products asset classes and client workflows as the organization continues to evolve.

Language Requirements

Fluency in Portuguese and English is required

Spanish is a plus

Whats the Role

We are hiring an Enterprise Services Specialist focused on Bloombergs buy-side investment management workflows across Latin America.

This role is centered on Bloomberg Asset and Investment Manager (AIM) and related investment management workflows. You will partner directly with portfolio managers traders compliance teams operations professionals and technology stakeholders to help clients manage and optimize their investment processes.

The specialist will develop expertise across portfolio management order management compliance trading and post-trade workflows while working directly with some of the regions leading asset managers wealth managers family offices pension funds and institutional investors.

This is an opportunity to build deep knowledge of buy-side workflows investment technology and client operations while helping shape Bloombergs growing Enterprise Services presence in Latin America.

What Youll Do

Manage client inquiries workflow challenges and production issues across Bloombergs buy-side investment management solutions

Investigate and resolve issues impacting portfolio management order management compliance trading and operational workflows

Develop expertise across AIM and related investment management solutions

Partner closely with clients to understand operational workflows business requirements and adoption challenges

Participate in discussions focused on workflow optimization operational efficiency and client success

Collaborate with Sales Product Engineering and Implementation teams to improve workflow outcomes and client experience

Identify recurring workflow challenges operational risks and opportunities for process improvement

Create and maintain internal documentation best practices and knowledge-sharing resources

Contribute to onboarding training and knowledge development across the team

Partner with clients across Brazil and Latin America to drive workflow success and operational efficiency

Youre Likely to Thrive Here If You

Enjoy solving complex problems in client-facing environments

Are curious about financial markets investment management and technology

Can communicate clearly and confidently with both technical and non-technical stakeholders

Work well under pressure and can effectively prioritize across multiple issues and competing demands

Enjoy understanding how investment workflows operate across teams and systems

Are motivated by continuous learning and developing deeper workflow expertise

Value collaboration ownership accountability and operational excellence

Youll Need to Have

Experience in financial services asset management investment operations fintech production support workflow support or related environments

Understanding of investment management workflows and the trade lifecycle

Strong analytical and problem-solving skills

Ability to communicate effectively with both clients and internal stakeholders

Ability to quickly learn and adapt across products workflows and technologies

Strong attention to detail and organizational skills

Fluency in Portuguese and English

Wed Love to See

Experience supporting or using an OMS EMS PMS or related investment management platform

Exposure to portfolio management compliance trading middle-office or back-office workflows

Familiarity with Bloomberg products such as AIM PORT FXGO EMSX or related platforms

Exposure to APIs FIX connectivity data integrations or workflow automation

Experience supporting clients in production environments

Spanish language skills

Why This Role

This role offers the opportunity to:

Develop expertise across Bloombergs buy-side investment management ecosystem

Work directly with leading asset managers and institutional investors across Latin America

Gain exposure to portfolio management trading compliance operations and investment technology workflows

Build relationships across Sales Product Engineering and Implementation teams

Develop subject matter expertise and take ownership of critical client workflows

Help establish and expand Bloombergs buy-side workflow expertise in Latin America

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Required Experience:

IC

Employment Type : Full Time
Experience: years
Vacancy: 1