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Location
London
Business Area
Sales and Client Service
Ref #
10044360
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 / Solutions Architect with deep knowledge of buyside workflows, particularly in portfolio and risk analytics, and order management solutions (OMS), to join our growing team. This role supports the pre-sales process, working closely with Enterprise Sales to design and present client-specific solutions across Bloomberg’s full suite. You'll serve as a strategic advisor, helping drive revenue growth and product adoption in multi-product enterprise engagements.
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
- Client facing experience in Financial Services or a Financial Technology company in the past 5 years
- 4+ years of pre-sales, project management, specialist relationship management solutions architect experience with technology products
- Demonstrated understanding on the Buyside workflow from research through to post trade and integration
- 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
- Practical knowledge of Research Management Systems, Bloomberg Query Language (BQL), Python, or SQL.
- 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/