Bloomberg is a global leader in business and financial information, delivering trusted data, news, and analytics that bring transparency to the financial markets. Our clients rely on us to make critical investment decisions and stay connected across the financial ecosystem. Across 176 offices worldwide, we foster an environment that enables collaboration, innovation, and impact. The Bloomberg Financial Solutions department partners with clients across sales, service, and product to deliver exceptional end-to-end support—from implementation through long-term relationship management.

Our Team

AIM is Bloomberg’s buy-side order management system, delivering multi-asset solutions across portfolio management, order management and execution, compliance, and post-trade operations. AIM supports more than 14,000 professionals in nearly 90 countries at over 850 buy-side firms, including leading asset managers, hedge funds, insurance companies, pension funds, and government agencies. Our mission is to provide scalable asset management technology that enables clients to grow assets, expand into new markets or asset classes, and evolve their investment strategies on a fully hosted platform without disruption.

What is the role?

The Implementation Team plays a critical role in launching successful client engagements by delivering buy-side industry expertise and best practice trading workflows across a diverse range of client types. As an Implementation Representative, you will lead client engagements from project initiation through go-live and post-implementation support. Clients will rely on you to provide project management, onboarding, system configuration, training, testing, and workflow design across position management, order management, trading, research management, compliance, and operations.
This role supports a broad client base across North America and Latin America, working with both English- and Spanish-speaking clients. Professional fluency in Spanish is required to effectively manage regional client engagements. The ideal candidate brings strong solution architecture capabilities, excellent communication skills, and a deep understanding of buy-side industry workflows and technology stacks. This role is based in New York and supports new client implementations across North America and Latin America, with occasional travel required to provide on-site support.

We will trust you to:

• Develop detailed project plans and provide governance across the full lifecycle of client implementations, coordinating with internal Bloomberg teams, clients, and third-party vendors

Partner with Sales during the pre-sale phase to scope requirements, design solutions, and ensure deliverability prior to contract execution

Translate complex client requirements into clearly defined milestones, timelines, and deliverables with credibility and confidence

Influence and implement industry best practices for order management and trading workflows

Manage multiple implementation engagements concurrently across regions, spanning various asset classes and workflow complexities

Collaborate closely with colleagues across Sales, Account Management, Product Development, and Enterprise Services

Develop deep expertise across AIM’s front-, middle-, and back-office capabilities

Lead implementations involving Bloomberg’s Research Management System as part of AIM’s broader enterprise integration

Proactively manage client expectations to ensure a seamless onboarding experience

Serve as a product advocate to drive adoption and increase platform usage during and after implementation

Develop and execute strategies to maximize client engagement and solution penetration by go-live

You’ll need to have:

• Professional fluency in Spanish and English (written and verbal)

Prior experience in buy-side order management system implementation, research management implementation, or related enterprise financial software project management

4 to 8 years of experience implementing enterprise financial technology solutions

Deep knowledge of buy-side industry workflows, trends, and best practices

Strong project management experience working across multiple internal teams and external client stakeholders

A highly consultative approach with excellent communication and presentation skills

Working knowledge of AIM, with strong product expertise preferred

Familiarity with Bloomberg applications strongly preferred

Deep understanding of workflows across portfolio management, research management, order management, trading, compliance, and operations

Strong interest in financial markets

Excellent critical thinking and problem-solving skills

Strong organizational skills, proactive mindset, and ability to work effectively in a team environment

Advanced proficiency in Microsoft Office applications including Word, Excel, PowerPoint, Project, and Visio

Salary Range = 120000 - 175000 USD Annually + Benefits + Bonus