$145,000–$235,000 Per Year
Analysis Skills, Asset Management, Business Development, Chartered Financial Analyst (CFA), Competitive Analysis/Strategy, Construction, Customer Relations, Customer Support/Service, Customer/Client Research, Data Analysis, English Language, Enterprise Sales, Equity Securities, Finance, Financial Services, Fixed Income Investments, International Business, Interpersonal Skills, Investment Management, Management Strategy, Market Analysis, Market Development, Market Share, Podcasting, Presentation/Verbal Skills, Pricing, Product Design, Product Development, Product Engineering, Product Strategy, Product Support, Product/Service Launch, Retirement and Pension Management, Revenue Growth, Sales, Sales Pipeline, Solution Sales, Stock Market, Strategic Planning, Technical Delivery, Thought Leadership, Willing to Travel
Equity Index Solutions Specialist Enterprise Sales - Financial Solutions
Location: New York
Business Area: Sales and Client Service
Ref: 10049627
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, and agent services. Bloomberg indices are driven by the same trusted reference data, pricing, and analytical calculations that are used throughout the investment process.
Whats the role?
We are looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloombergs 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. Youll 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. Youll be at the forefront of Bloombergs 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.
Well 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 Bloombergs 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.
Youll 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 were a good match. Well get in touch with you to let you know the next steps, but in the meantime, feel free to browse this: https://www.bloomberg.com/professional/product/indices
Salary Range: $145,000 - $235,000 USD Annually
Benefits:
- Bonus
- The referenced salary range is based on the Companys good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education, training, and skill level.
- We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include:
- Merit increases
- Incentive compensation (exempt roles only)
- Paid holidays
- Paid time off
- Medical, dental, vision
- Short and long term disability benefits
- 401k match
- Life insurance
- Various wellness programs among others.
- The Company does not provide benefits directly to contingent workers, contractors, and interns.
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