Description & Requirements
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 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 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.
Our Team
Bloomberg’s Research Management System (RMS) is a fully integrated buy-side solution that empowers clients to manage investment research efficiently, compliantly, and collaboratively. Leveraging AI and Natural Language Processing (NLP), RMS enables clients to uncover insights across one of the world’s largest libraries of broker research, company filings, transcripts, and internal notes. With seamless integration into Microsoft Office®, structured publishing workflows, and real-time collaboration tools, RMS centralizes qualitative and quantitative research, supports ESG engagement tracking, and connects to Bloomberg Query Language (BQL) for powerful analytics.
Our goal is to provide the most scalable research platform in the market — one that helps clients generate actionable ideas, manage compliance risk, and collaborate more effectively across the investment lifecycle.
WHAT IS THE ROLE?
The RMS Implementation Specialist plays a vital role in ensuring successful client engagements by combining deep product expertise with buy-side industry knowledge. You will partner with clients to analyze research workflows, configure RMS, deliver training, and ensure smooth integrations with portfolio management, compliance, and operational systems.Unlike a generalist project manager, the Implementation Specialist is a hands-on product expert, guiding clients in how to best leverage RMS’s AI-powered document search, collaboration, publishing, and ESG management features. You will own technical configurations, advise on workflow optimization, and champion best practices to maximize client adoption.The role is based in New York and covers new clients across North America, with some travel required for on-site support.
WE'LL TRUST YOU TO:
- Lead RMS implementations from discovery to go-live, ensuring clients achieve business and workflow objectives
- Translate client requirements into tailored RMS configurations, including publishing workflows, data integrations, and compliance controls
- Guide clients on adopting AI/NLP-powered document search, BQL analytics, and ESG engagement management
- Deliver engaging training sessions for analysts, portfolio managers, and compliance teams
- Act as a product specialist during implementation, advising clients on maximizing collaboration tools, document annotation, and workflow automation
- Partner with sales on scoping and solution design to ensure seamless handoff into implementation
- Manage multiple implementations concurrently, balancing project timelines and stakeholder expectations
- Provide structured feedback from client experiences to Product and Engineering to support ongoing innovation
- Drive adoption post-launch by monitoring usage, identifying opportunities for expansion, and embedding RMS into client workflows
YOU'LL NEED TO HAVE:
- 4–8 years of financial technology implementation experience, ideally in buy-side research or order management systems
- Strong expertise in investment research workflows, compliance oversight, and data-driven analytics
- Demonstrated ability to configure and implement enterprise platforms with technical integrations
- Excellent client-facing skills: communication, training, and relationship management
- Highly organized with a proactive, team-oriented approach
- Prior experience working with AI/NLP solutions, publishing platforms, or data analytics tools a strong plus
- Familiarity with Bloomberg applications preferred; knowledge of AIM and/or PORT is advantageous
- Strong project management abilities, with a track record of leading complex, multi-stakeholder implementations
- Critical thinking, problem-solving, and consultative skills with a proactive, client-first mindset
- Strong Microsoft Office knowledge (Word, Excel, PowerPoint, Project, Visio)
What's it Like To Work Here?
We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn’t all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways.
What is Bloomberg?: https://www.bloomberg.com/company/stories/what-is-bloomberg/View our Benefits: https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601
Salary Range = 120000 - 175000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.