At a Glance
- Tasks: Engage clients, deliver presentations, 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 travel and professional growth.
- Why this job: Make a real impact in the finance industry while shaping product strategies and client solutions.
- Qualifications: 7+ years in equities, strong analytical skills, and excellent presentation abilities required.
- Other info: Diversity and inclusion are core values; adjustments for recruitment can be requested.
The predicted salary is between 54000 - 84000 £ 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.
**Whatu2019s the role?**
Weu2019re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergu2019s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equitiesu2014particularly in the asset management or index provider space.
Youu2019ll 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 Bloombergu2019s 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.
**Weu2019ll 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.
**Youu2019ll 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: 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
Equity Index Solutions Specialist,Financial Solutions employer: Bloomberg
Contact Detail:
Bloomberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Index Solutions Specialist,Financial Solutions
✨Tip Number 1
Familiarise yourself with Bloomberg's equity index offerings and methodologies. Understanding the nuances of their products will allow you to engage more effectively during interviews and demonstrate your expertise in the field.
✨Tip Number 2
Network with professionals in the equity space, especially those who have experience with Bloomberg or similar firms. Attend industry events or webinars to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven commercial outcomes in previous roles. Highlighting your achievements in business development or client advisory will showcase your ability to contribute to Bloomberg's growth.
✨Tip Number 4
Stay updated on current trends in equity indices, including ESG and factor-based strategies. Being knowledgeable about market developments will help you articulate your insights and position yourself as a thought leader during discussions.
We think you need these skills to ace Equity Index Solutions Specialist,Financial Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in equity research, portfolio management, or index strategy. Use specific examples that demonstrate your understanding of equity index construction and methodologies.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with Bloomberg's needs. Mention your experience in client engagement and business development, and how you can contribute to their equity index offerings.
Showcase Technical Skills: Emphasise your proficiency in data analysis and any experience with backtesting or index analytics tools. This is crucial for a technical role like the Equity Index Solutions Specialist.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in detail. Prepare to explain complex index methodologies in simple terms, as this will be key in client interactions.
How to prepare for a job interview at Bloomberg
✨Understand the Role
Make sure you have a solid grasp of what an Equity Index Solutions Specialist does. Familiarise yourself with equity index construction and methodologies, as well as how they fit into portfolio design. This will help you articulate your understanding during the interview.
✨Showcase Your Experience
With 7+ years in the equity space, be prepared to discuss your previous roles in detail. Highlight specific examples of how you've driven business development or client advisory, and be ready to explain how these experiences make you a great fit for this position.
✨Prepare for Technical Questions
Expect to face technical questions related to equity indices and backtesting. Brush up on your knowledge of index analytics tools and be ready to demonstrate your analytical skills. This is crucial for showcasing your expertise to potential clients.
✨Practice Your Presentation Skills
Since the role involves delivering impactful presentations, practice articulating complex concepts in a simple manner. You might even want to prepare a mock presentation on a relevant topic to demonstrate your communication skills and ability to engage with clients.