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For Companies At a Glance
- Tasks: Engage clients, present insights, and drive growth in equity index solutions.
- Company: Bloomberg is a global leader in financial information and innovative technology.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and client engagement.
- Why this job: Make a real impact in the finance industry while shaping product strategies and client relationships.
- Qualifications: 7+ years in equities, strong analytical skills, and excellent presentation abilities required.
- Other info: Fluency in English is essential; additional languages are a plus.
The predicted salary is between 43200 - 72000 £ per year.
Equity Index Solutions Specialist, Financial Solutions
Location
London
Business Area
Sales and Client Service
Ref #
10044507
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.
Within the Bloomberg Financial Solutions vertical, Bloomberg Index Solutions Limited (BISL) offers a diverse range of fixed income, commodity, currency and equity indices. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.
Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are used throughout the investment process.
What's the role?
We're looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg's equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities-particularly in the asset management or index provider space.
You'll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloomberg's expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
We'll trust you to:
- Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
- Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
- Support strategic product development by feeding client insights back to product, research, and engineering teams.
- Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
- Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
- Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
You'll need to have:
- 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
- A strong grasp of equity index construction, methodologies, and their role in portfolio design
- A proven track record in business development, client advisory, or revenue generation
- Excellent presentation and interpersonal skills with the ability to simplify technical concepts
- Commercial drive with the ability to manage pipelines and meet ambitious growth targets
- CFA or equivalent is an advantage
- High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
- Willingness to travel and engage with clients across regions
- Fluency in English; additional languages are a bonus
If this sounds like you:
Apply if you think we're a good match! We'll get in touch with you to let you know the next steps but in the meantime feel free to browse this:
Solutions Specialist employer: Bloomberg
Contact Detail:
Bloomberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Solutions Specialist
✨Tip Number 1
Familiarise yourself with Bloomberg's equity index offerings and their methodologies. Understanding the nuances of their products will allow you to engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those involved in equity indices. Attend relevant conferences or webinars to build connections and gain insights that could be beneficial in your role as a Solutions Specialist.
✨Tip Number 3
Prepare to discuss your experience with backtesting and data analysis tools. Being able to articulate your technical skills and how they apply to client needs will set you apart from other candidates.
✨Tip Number 4
Stay updated on market trends and developments in the equity space. This knowledge will not only help you in interviews but also position you as a thought leader when engaging with clients about Bloomberg's offerings.
We think you need these skills to ace Solutions Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in equity research, portfolio management, or index strategy. Emphasise your achievements in business development and client advisory roles to align with the requirements of the Solutions Specialist position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Bloomberg's equity index offerings. Discuss how your technical expertise and commercial drive can contribute to the growth of their equity index business, and provide specific examples of past successes.
Highlight Technical Skills: In your application, clearly outline your proficiency in data analysis and any experience with backtesting or index analytics tools. This will demonstrate your capability to handle the technical aspects of the role effectively.
Prepare for Interviews: If selected for an interview, be ready to discuss complex index methodologies and how you would communicate these to clients. Prepare examples of how you've successfully engaged with institutional clients and driven commercial outcomes in previous roles.
How to prepare for a job interview at Bloomberg
✨Know Your Indices
Make sure you have a solid understanding of equity index construction and methodologies. Be prepared to discuss how these indices can impact portfolio design and provide actionable insights for clients.
✨Showcase Your Presentation Skills
Since the role involves delivering impactful presentations, practice articulating complex concepts in a clear and engaging manner. Use examples from your past experiences to demonstrate your ability to simplify technical information.
✨Demonstrate Commercial Acumen
Be ready to discuss your experience in business development and client advisory. Highlight specific instances where you've identified growth opportunities or contributed to revenue generation in the equity space.
✨Engage with Real-World Scenarios
Prepare for case studies or hypothetical scenarios that may be presented during the interview. Think about how you would approach client engagement, market development, and strategic product planning based on your previous experiences.
