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- Tasks: Drive usage of Portfolio & Risk Analytics solutions and identify upselling opportunities.
- Company: Join a leading financial technology firm empowering global investment professionals.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a strategic team that shapes investment decisions and enhances client relationships.
- Qualifications: 4+ years in Financial Services, strong portfolio analytics interest, excellent communication skills.
- Other info: London-based role with limited travel; CFA, FRM, or CAIA certification preferred.
The predicted salary is between 43200 - 72000 £ per year.
Location: London
Business Area: Sales and Client Service
Reference #: 10048037
About the roleOur Sales teams put the industry\’s most powerful Portfolio & Risk Analytics solution at the fingertips of global investment professionals. Our Buyside Enterprise Solution helps our clients make quicker and more informed decision by empowering them with the tools to define appropriate investment universes with benchmarks, implement optimal investment portfolio strategies, easily and accurately measure portfolio risk and return, and streamline their overall investment management workflow.
What\’s the role?As an Account Manager, you\’ll be responsible for driving usage and adoption across firms using our Portfolio & Risk Enterprise Products, and for identifying upselling opportunities within accounts to expand the use of Bloomberg solutions. You\’ll work closely with Implementation, Support, and Operations to ensure firms are using the enterprise solution as intended and supported at the level the buy‐side community expects from a strategic investment technology partner.
You\’ll build strong relationships across your coverage and find opportunities to expand the firm\’s use of buy‐side enterprise services. You\’ll demonstrate credibility with competency and knowledge of the buy‐side community and have a deep understanding of fundamental portfolio management concepts such as performance attribution, multi‐factor risk models, and portfolio optimization.
We\’ll trust you to
Build, own, and manage relationships with key customers, including C‐suites and senior management. Utilise these relationships to understand strategic business objectives and requirements, and to work with them in achieving their goals by using Bloomberg Portfolio & Risk Analytics solutions.
Understand the client\’s business, infrastructure, and key workflows with the goal of (1) optimising their use of our solutions and of (2) finding opportunities to generate revenue by upselling our full range of Portfolio & Risk Enterprise Solutions across new teams and functions.
Develop and implement strategies that promote usage, adoption, and retention of our solutions. This includes making sure that (1) clients are fully equipped and trained on how to use our Portfolio & Risk Analytics tools, that (2) client\’s workflow is running well and fully optimised, and that (3) clients are satisfied and well supported by various members of our team.
Become a key partner of the client\’s in‐house team. Our client will see you as part of their own team and rely on you to lead and coordinate Portfolio Analytics projects.
Be the go‐to person to share knowledge across Bloomberg Risk and Performance Models and to share industry best‐practices with front, middle, and back office, including senior level decision makers.
Partner with Bloomberg Product Managers, Risk Model Research teams and Engineers to support strategic client development needs and organise the deployment of new analytics and reporting workstreams.
You\’ll need to have
4+ years of client facing experience in Financial Services or a Financial Technology company
Strong interest in portfolio analytics
Deep understanding of Buy‐side workflows and operating models
Experience in advising clients on tools for Portfolio Management, portfolio construction and optimization, performance attribution and risk analysis.
Deep understanding of fixed income attribution models
Good understanding of multi‐asset products and derivatives pricing and analytics
Excellent communication and presentation skills, including the ability to understand and pass on complex concepts in a simple and clear way to clients
Demonstrable ability to identify new prospects, and build and maintain solid client relationships.
We would love to see
CFA, FRM or CAIA certification
Practical knowledge and experience of APIs or Power BI would be an advantage but is not a prerequisite.
If this sounds like youApply if you think we\’re a good match! We\’ll get in touch to let you know the next steps but in the meantime feel free to browse this: https://www.bloomberg.com/professional/product/portfolio-risk-analytics/
Discover what makes Bloomberg unique — watch our spot for an inside look at our culture, values, and the people behind our success.
Seniority levelMid‐Senior level
Employment typeFull‐time
Job functionFinance and Sales
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Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions employer: Bloomberg
Contact Detail:
Bloomberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions
✨Tip Number 1
Familiarise yourself with the latest trends in portfolio analytics and risk management. This knowledge will not only help you understand the products better but also allow you to engage in meaningful conversations with potential clients.
✨Tip Number 2
Network within the financial services industry, especially with professionals who have experience in buy-side workflows. Building these connections can provide insights into client needs and expectations, which is crucial for your role.
✨Tip Number 3
Prepare to demonstrate your understanding of performance attribution and multi-factor risk models during interviews. Being able to explain these concepts clearly will showcase your expertise and build credibility with interviewers.
✨Tip Number 4
Stay updated on Bloomberg's Portfolio & Risk Analytics solutions and any recent updates or features. Showing that you are proactive about learning the tools you'll be working with can set you apart from other candidates.
We think you need these skills to ace Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or technology, particularly focusing on client-facing roles. Emphasise your understanding of portfolio analytics and any specific tools you've used.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your knowledge of the buy-side community and portfolio management concepts. Use specific examples from your past experiences to show how you can drive usage and adoption of analytics solutions.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including a section in your application that illustrates your ability to convey complex ideas simply. This could be through a brief case study or an example of a successful client interaction.
Highlight Relevant Certifications: If you have certifications like CFA, FRM, or CAIA, make sure to mention them prominently in your application. These credentials can set you apart and demonstrate your commitment to the field.
How to prepare for a job interview at Bloomberg
✨Know Your Portfolio Analytics
Make sure you have a solid understanding of portfolio analytics concepts, including performance attribution and risk analysis. Be prepared to discuss how these concepts apply to the role and how you can leverage them to help clients optimise their investment strategies.
✨Build Rapport with Clients
Demonstrating strong relationship-building skills is crucial. Think about how you can connect with potential clients, especially C-suite executives. Prepare examples of how you've successfully managed client relationships in the past and how you can bring that experience to this role.
✨Showcase Your Communication Skills
Since you'll be explaining complex concepts to clients, practice simplifying technical jargon into clear, understandable language. During the interview, focus on your ability to communicate effectively and ensure that your answers are concise and relevant.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think of specific situations where you've had to identify upselling opportunities or resolve client issues, and be ready to share those experiences.
