JobsEquity Index Solutions Specialist, Enterprise Sales - Financial Solutions
Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions
BloombergEquity Index Solutions Specialist, Enterprise Sales - Financial Solutions
BloombergLocation
San Francisco, CA
Type
Full-time
Posted
5/19/2026
Compensation
$155,000 - $180,000 per year
Undergraduate with 5+ Years of Experience
Approval 99%·Filings 720·New hires 216·
✓ Established Sponsor
·FY 2025Job description
The Equity Index Solutions Specialist role at Bloomberg focuses on driving the growth and adoption of equity index offerings. This client-facing position requires deep experience in equities, particularly in asset management or index provision. The specialist will partner with index sales and relationship teams to translate complex methodologies into actionable insights for institutional clients. This role is pivotal in shaping product strategy and delivering solutions to financial institutions on the West Coast.
Requirements
- 7+ years of experience in the equity space, including 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.
Responsibilities
- 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.
Benefits
- Bloomberg offers a comprehensive suite of benefits designed to support health, financial stability, and work-life balance.
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