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- Tasks: Showcase our software to clients and solve complex workflow issues.
- Company: Join LSEG, a global leader in financial markets and data services.
- Benefits: Enjoy healthcare, retirement planning, paid volunteering days, and wellbeing initiatives.
- Why this job: Be part of a dynamic team driving sustainable economic growth and innovation.
- Qualifications: 5+ years in financial services with strong presentation skills and buy-side trading knowledge.
- Other info: Work in a diverse environment that values individuality and creativity.
The predicted salary is between 36000 - 60000 £ per year.
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Position Summary
We are seeking a Pre-Sales Specialist to work in our London Canary Wharf office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for LSEG’s Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients. Our prospective clients are typically Hedge Funds and can include other Asset Managers. You will also be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology. Candidates should have previous experience with product demonstrations and have strong knowledge of buy side trading workflows.
Pre-Sales Specialist
Job Description
Position Summary
We are seeking a Pre-Sales Specialist to work in our London Canary Wharf office. The Pre-Sales Specialist works closely with the Business Development team members on new sales opportunities for LSEG’s Order and Portfolio Management Software, AlphaDesk. You will provide in-person and/or remote software demonstrations to prospective clients. Our prospective clients are typically Hedge Funds and can include other Asset Managers. You will also be responsible for the pre-sales discovery process which involves capturing technical requirements, documenting existing workflows, solving complex workflow issues, and providing guidance on new/improved workflows that can be achieved by using our technology. Candidates should have previous experience with product demonstrations and have strong knowledge of buy side trading workflows.
Role Responsibilities
- Provide software demonstrations of our Order and Portfolio Management System, AlphaDesk, to various stakeholders (Portfolio Managers, Traders, Operations staff, CFO, etc.). Provide recommendations on how to improve the sales and demonstration process.
- Complete pre-sales discovery process capturing detailed technical and workflow requirements, ensuring that the work required falls within the budget and scope of the implementation.
- Act as a technical resource to the sales team, and in some cases to the implementation teams.
- Identify any client requirements not met by the software, and recommend to management what steps are necessary to address any gaps and whether to proceed with the sale.
- Develop knowledge of various Refinitiv products to improve sales success.
- Manage software demo environments.
- Interface with the Product Management team providing feedback for any complex workflow issues discovered in the sales process that may require development.
- Interface with the Implementation team providing guidance on software implementations ensuring smooth delivery.
- Build strong relationships and become a trusted point of contact for our clients.
- Take part in prospective client RFP/RFI responses
Qualifications And Experience Required
- Excellent presentation skills (verbal & written).
- Previous experience providing software demonstrations.
- Detail oriented and creative problem solver.
- Strong understanding of buy side workflows for portfolio management, trading/settlement, reconciliation, accounting, and reporting.
- Minimum 5 years of experience in the financial services industry, preferably at a Software Vendor or Hedge Fund.
- Working knowledge of Order and Portfolio Management Systems.
- SQL knowledge.
- Ability to handle and prioritize multiple tasks and work independently.
- Undergraduate degree in related field.
As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world−regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
Location
Canary Wharf, London, United Kingdom
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants\’ and employees\’ religious practices and beliefs, as well as mental health or physical disability needs.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Sales and Business Development
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Industries
IT Services and IT Consulting and Financial Services
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PreSales Specialist employer: LSEG (London Stock Exchange Group)
Contact Detail:
LSEG (London Stock Exchange Group) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PreSales Specialist
✨Tip Number 1
Familiarise yourself with LSEG’s Order and Portfolio Management Software, AlphaDesk. Understanding its features and functionalities will not only help you during the interview but also enable you to demonstrate your knowledge effectively when engaging with potential clients.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience with buy-side trading workflows. This can provide you with valuable insights and connections that may enhance your application and give you an edge over other candidates.
✨Tip Number 3
Prepare for the technical aspects of the role by brushing up on SQL and understanding how it relates to portfolio management systems. Being able to discuss technical requirements confidently will showcase your expertise and readiness for the position.
✨Tip Number 4
Practice your presentation skills, as they are crucial for this role. Conduct mock demonstrations of software to friends or colleagues to refine your delivery and ensure you can engage various stakeholders effectively during actual client interactions.
We think you need these skills to ace PreSales Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in software demonstrations and buy-side trading workflows. Use keywords from the job description to align your skills with what LSEG is looking for.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the PreSales Specialist role. Mention specific experiences that demonstrate your ability to provide software demonstrations and solve complex workflow issues.
Showcase Presentation Skills: Since excellent presentation skills are crucial for this role, consider including examples of past presentations or demos you've conducted. Highlight any positive feedback received from clients or stakeholders.
Prepare for Technical Questions: Given the technical nature of the role, be ready to discuss your knowledge of Order and Portfolio Management Systems and SQL. Prepare to explain how you've used these skills in previous roles to solve client challenges.
How to prepare for a job interview at LSEG (London Stock Exchange Group)
✨Showcase Your Presentation Skills
As a Pre-Sales Specialist, you'll need excellent presentation skills. Prepare to demonstrate your ability to convey complex information clearly and engagingly. Practise your delivery and consider using visual aids to enhance your demonstration.
✨Understand Buy-Side Workflows
Familiarise yourself with buy-side trading workflows, as this knowledge is crucial for the role. Be ready to discuss how your experience aligns with the needs of hedge funds and asset managers during the interview.
✨Prepare for Technical Questions
Expect technical questions related to Order and Portfolio Management Systems and SQL. Brush up on your technical knowledge and be prepared to discuss how you can address client requirements and gaps in software functionality.
✨Demonstrate Problem-Solving Skills
The role involves solving complex workflow issues. Be prepared to share examples from your past experiences where you've successfully identified problems and implemented effective solutions, showcasing your creative problem-solving abilities.
