Portfolio Analytics Sales Rep
Posted May 12, 2021 - Requisition No. 90721
Portfolio Sales team members are responsible for securing enterprise engagements on Bloomberg Portfolio and Risk Analytics platform within existing and prospecting clients.
Our Portfolio & Risk Analytics solutions help financial professionals achieve their objectives by providing unmatched transparency into their portfolio’s performance, characteristics and risk. From one location, a series of powerful, integrated multi-asset tools deliver consistent insight, enabling our clients to create and execute differentiating investment strategies.
What’s the role?
Portfolio Analytics sales representatives are experts in advanced portfolio management theory. They have a deep understanding of fundamental portfolio management concepts such as performance attribution, multi factor risk models and portfolio optimization. With a consultative approach, you will identify our clients' needs and demonstrate how Bloomberg’s portfolio analytics and indices will help them make the best investment and trading decisions.
We’ll trust you to:
- Build senior level relationships with many of the top institutional investment firms in the world
- Increase client usage and adoption of our Portfolio and Risk Analytics Solution and
- Collaborate extensively with different internal teams to cross-sell our suite of solutions
- Upsell our desktop Portfolio and Risk Analytics at the Enterprise level
- Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products
- Take a lead role in conducting internal and external training sessions and sales pitches
- Travel extensively to meet with clients and prospects
You’ll need to have:
- An astute commercial mind-set, working to exceed sales metrics
- Demonstrable ability to identify new prospects and build and maintain solid client relationships
- Solid experience working in, or selling to the buy-side i.e. pension funds, investment advisors or mutual funds, or alternatively, experience in financial engineering/structuring
- Fixed Income market experience and knowledge
- Excellent communication and presentation skills
- Aptitude to excel in a dynamic, rapidly growing environment
- Ability to creatively market our product to a vast demographic of potential clients
- A self-starter and dedicated collaborator with strong multi-tasking skills
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: https://www.bloomberg.com/professional/portfolio-risk-analytics/
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.