Sr. Specialist, Bloomberg System Configuration & Trade Support Analyst

About the role

This senior specialist position is responsible for configuring, maintaining, and supporting Bloomberg systems that enable trading activities within an introducing broker‑dealer environment. The role ensures accurate trade capture, data integrity, and regulatory compliance while collaborating with front‑office, operations, and clearing partners.

Key responsibilities

• Configure and maintain Bloomberg platforms (EMSX, TOMS, PORT, AIM, and related modules).
• Manage user entitlements, permissions, and system workflows in line with internal controls.
• Maintain security master data, account mappings, and settlement instructions.
• Coordinate system enhancements, upgrades, and user acceptance testing (UAT) with Bloomberg technical support.
• Monitor trade flow from execution through allocation and settlement, ensuring accurate capture across Bloomberg, internal systems, and clearing platforms.
• Investigate and resolve trade breaks, allocation discrepancies, and booking errors.
• Perform daily reconciliations across Bloomberg, internal systems, and clearing firms; maintain reconciliation logs and implement control enhancements.
• Support SEC and FINRA reporting, audits, and monitoring of unusual trade activity.
• Collaborate with Trading, Operations, Compliance, Finance, and clearing firms; assist with advisor onboarding and process improvement initiatives.

Required profile

• Bachelor's degree or equivalent experience in Finance, Economics, Mathematics, Accounting, Business Administration, Engineering, or a related field.
• 3–7 years of experience in broker‑dealer operations or financial systems support.
• Ability to perform essential duties with reasonable accommodations as needed.

Required skills

• Bloomberg EMSX
• Bloomberg TOMS
• Bloomberg PORT
• Bloomberg AIM
• User entitlement and permission management
• Security master data management
• Trade reconciliation
• SEC and FINRA reporting compliance

What we offer

• Opportunity to work within a global financial services leader undergoing a technology‑driven transformation.
• Collaborative environment with cross‑functional teams.
• Professional growth and development in a dynamic broker‑dealer setting.