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Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions

Bloomberg

San Francisco, CA

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JOB DETAILS
SALARY
$155,000–$180,000 Per Year
SKILLS
Analysis Skills, Asset Management, Business Development, Chartered Financial Analyst (CFA), Competitive Analysis/Strategy, Construction, Customer Relations, Customer Support/Service, Customer/Client Research, Data Analysis, Diversity, English Language, Enterprise Sales, Equity Securities, Finance, Financial Services, Fixed Income Investments, Genetics, International Business, Interpersonal Skills, Investment Management, Management Strategy, Market Analysis, Market Development, Market Share, Presentation/Verbal Skills, Pricing, Product Design, Product Development, Product Strategy, Product Support, Product/Service Launch, Retirement and Pension Management, Revenue Growth, Sales, Sales Pipeline, Solution Sales, Stock Market, Strategic Planning, Technical Delivery, Thought Leadership, Willing to Travel
LOCATION
San Francisco, CA
POSTED
5 days ago
Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions


Location


San Francisco


Business Area


Sales and Client Service


Ref #


10051593


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 used throughout the investment process.


What’sthe role?


We’re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg’s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities—particularly in the asset management or index provider space.


You’ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.


You'll be at the forefront of Bloomberg’s expanding equity index business, focusing on the West Coast region in San Francisco, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.


We’lltrust you to:


+ Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.

+ Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.

+ Support strategic product development by feeding client insights back to product, research, and engineering teams.

+ Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.

+ Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.

+ Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.


You’llneed to have:


+ 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales

+ A strong grasp of equity index construction, methodologies, and their role in portfolio design

+ A proven track record in business development, client advisory, or revenue generation

+ Excellent presentation and interpersonal skills with the ability to simplify technical concepts

+ Commercial drive with the ability to manage pipelines and meet ambitious growth targets

+ CFA or equivalent is an advantage

+ High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus

+ Willingness to travel and engage with clients across regions

+ Fluency in English; additional languages are a bonus


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:


Salary Range = 155,000 - 180,000 USD Annual + 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.


Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
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 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 amer_recruit@bloomberg.net

About the Company

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Bloomberg