Enterprise Sales - Portfolio & Risk Analytics (PORT) Pre-sales Engineer

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Posted Mar 20, 2024 - Requisition No. 123965

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. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community.

Our Sales teams put the industry's most powerful Portfolio & Risk Analytics solution (PORT) at the fingertips of global investment professionals. PORT 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?

We are looking for an experienced buy-side specialist to focus on the pre-sales process, supporting sales teams across the entire buy-side enterprise. The Pre-sales Engineer is a critical member of the APAC team responsible for engaging with potential customers and key decision makers to understand their business objectives and requirements in order to deliver customized pre-sales presentations and product demonstrations.

We’ll trust you to:

  • Lead discovery engagement meetings to define current gaps and pain points in order to address these through targeted demos
  • Lead product demonstrations, including setting up and maintaining relevant demo portfolios and templates for example report outputs
  • Work collaboratively with product managers to communicate product gaps, industry trends, competitive insights
  • Assist in the development of RFP responses and drive to close new opportunities
  • Provide hands-on support for trials/POCs including documenting the trial scope, length, and success criteria, and where applicable, reconciling analytics between PORT and the incumbent system
  • Partner with Implementation, Solutions Architect, and PMO on solutions design and Target Operating Model for our larger more complex engagements
  • Ensure detailed information transfer from the sales process to the implementation team

You’ll need to have:

  • Minimum 3 years of experience in a client facing role working with a Portfolio and Risk Analytics solution
  • Experience working with attribution and risk models gained within the past 5 years
  • Experience executing project-based work
  • Ability to clearly communicate technical solutions to prospects
  • Critical thinking, excellent problem-solving skills, and a solution-focused attitude
  • Strong presentation and communication skills in English
  • Demonstrated continuous career growth within an organization
  • Bachelor’s degree or degree equivalent qualifications

We’d love to see:

  • Proficiency with Microsoft Visio, Excel, PowerPoint, and Power BI
  • Knowledge of BQL
  • Programming experience (SQL, Python, VBA)

If this sounds like you:

Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: https://www.bloomberg.com/professional/expertise/buy-side/

Why Bloomberg?

We’re individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We’re interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.

Learn more about our office and benefits:

Hong Kong | www.bloomberg.com/hongkong

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 maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you would prefer to discuss this confidentially, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you are submitting an application for.

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