Description & Requirements
Bloomberg’s Buyside Enterprise Solutions offer a comprehensive suite of integrated tools that empower investment professionals globally. These include research management, order and portfolio management, as well as performance and risk analytics — all tailored to streamline workflows and enable precise decision-making across all asset classes.From targeted tools to complete end-to-end workflows, our integrated services are designed to exponentially increase productivity and efficiency for our clients!
What's the role? We are seeking an experienced Pre-Sales Engineer with deep knowledge of buyside workflows and a focus on API technology to join our growing team. This role supports the pre-sales process, working closely with Enterprise Sales to design and present client-specific solutions using our API Solutions, across Bloomberg’s full suite. You'll serve as a strategic advisor, helping drive revenue growth, product adoption and providing invaluable direction to our API Strategy.
We will trust you to:
- Collaborate with Sales teams to achieve sales targets by deeply engaging with prospects and existing clients to understand their operational needs.
- Support strategic client engagements through discovery meetings at every stage of the sales life cycle, delivering exceptional proof-of-concepts and tailored client demonstrations.
- Operate within a consultative framework — identifying client challenges, articulating solution fit, and pitching tailored, value-driven propositions.
- Work closely with Sales and Product Managers to relay market insights, product feedback, and emerging industry trends.
- Lead or contribute to the development of RFP/RFI responses, coordinating with Operations, Product, Legal & Compliance, and Sales to ensure timely and complete submissions.
- Maintain a strong understanding of Bloomberg’s products and services, buyside operating models, and the broader competitive landscape.
- Partner with Implementation, Enterprise Technology, and Product teams to design solutions and target operating models for complex, multi-stakeholder sales opportunities.
- Ensure a seamless transition from sales to implementation by facilitating structured handovers and comprehensive knowledge transfer.
You’ll need to have:
- A strong, proven knowledge of API technologies including practical knowledge of Bloomberg Query Language (BQL), Python, or SQL.
- Client facing experience in Financial Services or a Financial Technology company in the past 5 years or experience working with APIs within the Buyside workflow.
- Relevant experience to be able to gather detailed client requirements, building product demonstrations and developing these through workshops to support the sales lifecycle; this could be from either a sales, relationship management or implementation approach
- The ability to spot trends, new opportunities and establish credibility with our clients by understanding their business and workflows.
- Experience interacting and influencing senior collaborators, either internally or externally.
We would love to see:
- A second European language
- The ability to travel depending on client requirements
If this sounds like you: If you’re passionate about helping clients succeed with groundbreaking financial solutions, we’d love to hear from you! https://www.bloomberg.com/professional/solutions/asset-management/