Mandates Analyst

Careers at Bloomberg

New York

Posted Feb 21, 2017 - Requisition No. 57127

You're the first of your friends to know about a major financial event. You build relationships quickly and effortlessly and have a real desire for a career in a client-facing role. You're professional and personable, intelligent and analytical. You're a solution-provider; with a passion for digging deep to truly understand challenges and their causes.

Our Global Data Mandates team is looking for a highly motivated and driven individual to develop and expand the scope of Bloomberg's Mandates product, an initiative that matches institutional investors with managers of alternative investment funds. Being New York-based, the role involves sourcing mandates locally as well as from global institutional investors in hedge funds and private equity. Demonstrating knowledge and interest in the institutional investment industry as well as a strong passion for pursuing a career at Bloomberg is essential.

The successful candidate will be effective at developing and maintaining relationships with key decision makers through strong interpersonal skills. An existing network within the industry (defined as family offices and funds of funds as well as pensions, endowments and foundations) is beneficial.

You are an individual who embraces hard work, acts with urgency and collaborates with those around you to move in the best direction possible.

What you’ll do:

  • Source new investment mandates, maintaining the existing proprietary database, and liaising closely with the sales teams to effectively serve Bloomberg's Investor Community.
  • Support product development teams and work closely with engineering to ensure user experience and functionality aligns with client's expectations and overall product strategy.
  • Regularly conduct client calls to understand their needs and motivations pertaining to mandates data.
  • Maintain clean and structured data on the Bloomberg terminal to ensure our clients have access to the best product possible.

What you’ll need:

  • Bachelor's degree with a concentration in Finance preferred
  • 2-4 years of professional experience in an account management or sales industry preferred
  • Exceptional verbal and written communication skills
  • Demonstrated interest in financial market and the aspiration to work in the financial services industry
  • Strong critical-thinking and problem-solving ability
  • The aptitude to learn and adapt quickly in a rapidly changing environment
  • Real ambition to pursue a client-facing career, with a strong interest in relationship management
  • Effective research and analysis skills with attention to detail
  • Proven ability to build and maintain client relationships, including cold calling
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