Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]
Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]

Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]

London Full-Time 43200 - 72000 ยฃ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive usage and adoption of Portfolio & Risk Analytics solutions for clients.
  • Company: Join Bloomberg, a leader in financial technology and analytics.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
  • Why this job: Be part of a team that empowers investment professionals to make informed decisions.
  • Qualifications: 4+ years in client-facing roles within Financial Services or FinTech required.
  • Other info: CFA, FRM, or CAIA certification is a plus; limited travel involved.

The predicted salary is between 43200 - 72000 ยฃ per year.

Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions LocationLondonBusiness AreaSales and Client ServiceRef #10048037Description & Requirements Our Sales teams put the industry\โ€™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\โ€™s the role? As an Account Manager, you\โ€™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\โ€™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\โ€™ll build strong relationships across your coverage and find opportunities to expand the firm\โ€™s use of buy-side enterprise services. You\โ€™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\โ€™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\โ€™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\โ€™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\โ€™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\โ€™ll need to have:4+ years of client facing experience in Financial Services or a Financial Technology companyStrong interest in portfolio analyticsDeep understanding of Buy-side workflows and operating modelsExperience in advising clients on tools for Portfolio Management, portfolio construction and optimization, performance attribution and risk analysis.Deep understanding of fixed income attribution modelsGood understanding of multi-asset products and derivatives pricing and analyticsExcellent communication and presentation skills, including the ability to understand and pass on complex concepts in a simple and clear way to clientsDemonstrable ability to identify new prospects, and build and maintain solid client relationshipsWe would love to see:CFA, FRM or CAIA certificationPractical knowledge and experience of APIs or Power BI would be an advantage but is not a prerequisiteIf this sounds like you:Apply if you think we\โ€™re a good match! We\โ€™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 โ€“ watch our for an inside look at our culture, values, and the people behind our success.Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of 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 parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email amer_recruit@bloomberg.net

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Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...] employer: Bloomberg L.P.

Bloomberg is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of London. With a strong commitment to employee growth, we provide extensive training and development opportunities, ensuring our team members are equipped to excel in their roles. Our inclusive environment values diversity and encourages meaningful contributions, making it a rewarding place for professionals passionate about financial solutions and analytics.
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Contact Detail:

Bloomberg L.P. Recruiting Team

StudySmarter Expert Advice ๐Ÿคซ

We think this is how you could land Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]

โœจTip Number 1

Familiarise yourself with Bloomberg's Portfolio & Risk Analytics solutions. Understanding the specific features and benefits of these tools will help you engage in meaningful conversations with potential clients and demonstrate your expertise.

โœจTip Number 2

Network within the financial services industry, especially with professionals who have experience in buy-side workflows. Building relationships with these individuals can provide valuable insights and potentially lead to referrals or job opportunities.

โœจTip Number 3

Stay updated on the latest trends and developments in portfolio management and analytics. This knowledge will not only enhance your credibility but also enable you to discuss relevant topics during interviews, showcasing your passion for the field.

โœจTip Number 4

Prepare to discuss your previous client-facing experiences in detail. Be ready to share specific examples of how you've successfully built relationships and driven adoption of financial solutions, as this will be crucial in demonstrating your fit for the role.

We think you need these skills to ace Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]

Client Relationship Management
Portfolio Management
Performance Attribution
Risk Analysis
Financial Services Knowledge
Buy-side Workflows
Communication Skills
Presentation Skills
Upselling Strategies
Analytical Skills
Understanding of Fixed Income Attribution Models
Multi-Asset Products Knowledge
Derivatives Pricing and Analytics
Project Coordination
Training and Support

Some tips for your application ๐Ÿซก

Tailor Your CV: Make sure your CV highlights relevant experience in financial services and portfolio analytics. Emphasise your client-facing roles and any specific achievements that demonstrate your ability to build relationships and drive usage of financial solutions.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the Portfolio & Risk Analytics solutions that excite you and how your background aligns with the responsibilities outlined in the job description.

Showcase Relevant Skills: Highlight your understanding of buy-side workflows, portfolio management tools, and performance attribution. Use examples from your past experiences to illustrate your expertise in these areas, as they are crucial for the Account Manager position.

Prepare for Potential Questions: Anticipate questions related to your experience with client relationships and portfolio analytics. Be ready to discuss how you've successfully driven adoption of financial solutions in previous roles and how you can apply that knowledge to this position.

How to prepare for a job interview at Bloomberg L.P.

โœจUnderstand Portfolio Analytics

Make sure you have a solid grasp of portfolio analytics concepts. Be prepared to discuss performance attribution, multi-factor risk models, and portfolio optimisation. This knowledge will demonstrate your expertise and help you connect with the interviewers.

โœจShowcase Client Relationship Skills

Highlight your experience in building and managing client relationships, especially with senior management. Prepare examples of how you've successfully collaborated with clients to achieve their business objectives using financial solutions.

โœจDemonstrate Problem-Solving Abilities

Be ready to discuss specific instances where you've identified upselling opportunities or optimised client workflows. This will show your proactive approach and ability to add value to the client's experience.

โœจCommunicate Clearly

Practice explaining complex financial concepts in simple terms. Your ability to communicate effectively will be crucial, especially when dealing with clients who may not have a deep technical background.

Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]
Bloomberg L.P.
Location: London
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  • Portfolio & Analytics (PORT) Account Manager, Enterprise Sales, Financial Solutions London, GBR[...]

    London
    Full-Time
    43200 - 72000 ยฃ / year (est.)
  • B

    Bloomberg L.P.

    5000-10000
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