Job Description

Index Sales Specialist, Asset Owners and Insurance, Financial Solutions

Location

London

Business Area

Sales and Client Service

Ref #

10053819

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 agent services. Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are leveraged throughout the investment process.

What’s the role?

As an Asset Owner Index Sales Representative, you will help grow the Bloomberg Indices franchise across the European asset owner community. You will be part of a team covering pension funds and consultants, sovereign wealth funds, single family offices and insurance companies, and will support the development of strategic client relationships and new commercial opportunities across the region.

A core part of the role will be building and strengthening the Bloomberg Indices asset owner community. You will develop an engaged network of clients, prospects and market participants, connecting them with relevant Bloomberg specialists, investment insights, market developments and opportunities to exchange perspectives with their peers.

You will build relationships with key decision makers and influencers across the asset owner ecosystem and lead consultative conversations to understand their investment, benchmark, portfolio construction and sustainability objectives. Working alongside experienced colleagues, you will support clients throughout the sales process and progressively take ownership of client relationships and commercial opportunities.

You will also contribute to the future direction of the Bloomberg Index offering by sharing client feedback and identifying emerging market needs. The role will require close collaboration with the wider EMEA Index Sales team, Bloomberg Index Product Management, Marketing and broader Bloomberg Sales teams to develop coordinated, client-focused solutions.

We’ll trust you to:

• Build and develop trusted relationships with asset owners and consultants across Europe, engaging investment, sustainability, risk, product and procurement stakeholders
• Build an active and engaged asset owner community through regular client interaction, peer exchanges, roundtables, industry events and thought leadership
• Lead consultative conversations to understand clients’ benchmark, portfolio construction, risk management and sustainability requirements
• Increase client awareness, usage and adoption of Bloomberg Indices across fixed income, equity, commodity and multi-asset portfolios
• Support clients throughout the sales process, including prospecting, solution development, commercial discussions and contract execution
• Conduct internal and external presentations, product demonstrations and training sessions, with support from relevant subject matter experts where appropriate
• Coordinate events that connect asset owners with Bloomberg Index specialists, industry experts and other relevant members of the institutional investment community
• Provide clear and actionable client feedback to Product Management and other internal stakeholders to support the continued development of our index offering
• Represent Bloomberg Indices at relevant industry events, conferences and client forums across Europe
• Collaborate closely across Bloomberg, including with Product Management, Marketing, Client Service, Legal and broader Sales teams, to deliver coordinated solutions and an excellent client experience

You’ll need to have:

• At least 5 years of experience in financial markets, institutional sales, relationship management or another relevant client-facing role
• Languages: Working proficiency in either German or French. Proficiency in both languages, or in another European language, would be an advantage
• Experience working with institutional investors, asset owners, consultants or other financial market participants
• An understanding of the asset owner investment and decision-making process, or a strong interest in developing expertise in this client segment
• Prior direct index sales experience is valuable, but it is not essential
• A relationship-driven and community-oriented approach, with the ability to build long-term connections across a diverse group of clients and market participants
• Strong communication skills across client meetings, presentations, written communication and public speaking
• A consultative and commercially focused mindset, with the ability to understand client requirements and identify relevant business opportunities
• Intellectual curiosity and the ability to develop a strong understanding of index methodologies, investment products and market trends
• The ability to work collaboratively and effectively in a dynamic, international and rapidly developing business
• Willingness to travel and engage with clients across Europe

If indicated, please note that years of experience are a guide; we will consider applications from all candidates who can demonstrate the skills necessary for the role.

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