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.
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 London and covers new clients across EMEA, with some international 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:
- At least 4 years of financial technology implementation experience, ideally in Buy-Side research.
- Strong expertise in investment research workflows, compliance oversight, and data-driven analytics
- Excellent project management and project scoping abilities, with a track record of leading complex, multi-stakeholder implementations
- Demonstrated ability to configure and implement enterprise platforms with technical integrations
- Excellent client-facing skills: communication, training, and relationship management
- A proactive, team-oriented approach with proven ability to work across multiple internal teams and departments such as Sales, Product and Engineering.
- Critical thinking, problem-solving, and consultative skills with a proactive, client-first mindset
- Strong Microsoft Office knowledge (Word, Excel, PowerPoint, Project, Visio)
We would love to see:
- Prior experience working with AI/NLP solutions, publishing platforms, or data analytics tools.
- Familiarity with Bloomberg applications; knowledge of AIM and/or PORT.
- Experience with API-driven workflows.
- Familiarity with programming languages (e.g. Python, Java).
ACCOMMODATIONS
Bloomberg provides reasonable adjustment/accommodation to individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email [email protected] (Americas), [email protected] (Europe, the Middle East and Africa), or [email protected] (Asia-Pacific), based on the region you are submitting an application for.
EQUAL OPPORTUNITY
Bloomberg is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.
Report job
