US Mutual Fund Research Analyst

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New York, NY

Posted Oct 27, 2022 - Requisition No. 110942

Companies are the backbone of the stock and bond markets. Bloomberg Intelligence ("BI") conducts in-depth research on large and midsize companies to help stock and bond investors effectively evaluate those companies. We analyze the unique attributes of each business, how it competes against other companies in its industry and how the business strategies and successes translate into financial results. 
Our analysts also research the technology, regulation, litigation and economies that will shape the environment for these companies and the related industry impact. 

BI research is a combination of written analysis accompanied by interactive charting and analytics created from company reported data as well as industry and government data. Analysts review, check and curate this data into comprehensive and logically arranged dashboards to support their own research and to provide Bloomberg Terminal users a platform to view and analyze the data as well. 

What's in it for you: 

BI is looking for a motivated individual with experience who will step into an Analyst role covering mutual funds. This includes tracking performance, flows and assets as well as portfolio attribution analysis on a variety of mutual funds. The candidate will create an active fund scorecard as well as a league table dashboard. There are opportunities for the candidate to travel including attending conferences and training customers. Qualified candidates will be expected to build relationships with some of the largest mutual fund companies in the U.S. in an effort to ensure we have the most timely and accurate data. There are additional opportunities for the analyst to work with sales, app specs, news, and other internal data teams. The role will also include doing internal and external media. 

We'll trust you to: 

  •  Manage significant data analysis responsibilities as part of your day-to-day activities
  •  Actively contribute to the team's daily research activities (i.e. data, written research, idea generation)
  •  Develop and maintain relationships with internal departments throughout Bloomberg as well as external company, industry and data professionals
  •  Work with other data and core business groups to help develop and enhance content and functionality across the terminal
  •  Interact with clients via Bloomberg's online messaging systems

You need to have: 

  •  Graduated with a Bachelor's degree, preferably with a concentration in Finance
  •  6+ years of financial market research experience
  •  Excellent communication skills: writing and presentation
  •  High level proficiency with Microsoft Excel or equivalent
  •  Understanding of advanced concepts, practices and procedures of finance/accounting
  •  Solid experience interpreting financial statements and performing quantitative financial analysis
  •  Strong organization skills and capable of handling multiple projects
    We'd love to see: 

  •  Knowledge of mutual funds
  •  A Master's degree in Business, Finance or Accounting discipline and/or CFA designation
  •  Previous work experience with the Bloomberg Terminal. Let us know what your favorite functions are!

Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at:
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 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 ( 

Salary Range: 150,000 - 210,000 USD Annually + Benefits + Bonus

The referenced salary range is based on the Company's 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, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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