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Bloomberg

Global financial data, news, analytics provider

Buyside Sales Specialist: Risk Models & Quantitative Portfolio Analytics

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of experience selling institutional investment technology, risk analytics, portfolio management, factor model data, or other quantitative solutions.
  • A demonstrated record of meeting or exceeding sales targets and closing complex enterprise opportunities.
  • Strong understanding of factor risk models and their application to risk estimation, portfolio construction, optimization, factor exposure management, and institutional investment decision-making.
  • Demonstrated success selling into institutional asset managers, asset owners, hedge funds, insurers, or sovereign wealth funds.
  • Ability to originate new opportunities while expanding strategic client relationships.
  • Experience managing complex enterprise sales cycles involving multiple technical, investment, commercial, procurement, and legal stakeholders.
  • Experience leading or supporting model evaluations, trials, proofs of concept, requests for proposals, proposals, and commercial negotiations.
  • Ability to translate quantitative and technical concepts into clear business value for audiences ranging from quantitative specialists and model validation teams to chief investment officers, chief risk officers, and technology executives.
  • Familiarity with enterprise data-delivery and integration considerations associated with quantitative datasets, including file-based delivery, application programming interfaces, cloud platforms, or internal analytical systems.
  • Willingness to travel throughout the region to meet clients and prospects.

Responsibilities

  • Develop and execute territory and account strategies to originate new opportunities, acquire new institutional clients, expand strategic relationships, and deliver against quarterly and annual revenue goals across North America.
  • Identify, prospect, qualify, and prioritize opportunities across asset managers, asset owners, hedge funds, insurers, and sovereign institutions; maintain disciplined opportunity management, activity tracking, and forecast accuracy.
  • Lead opportunities from initial discovery and qualification through business-case development, requests for proposals and information, proposals, pricing, procurement, contract negotiation, and commercial close.
  • Develop relationships with chief risk officers, senior risk managers, quantitative teams, portfolio managers, portfolio construction and optimization teams, model validation groups, data and technology teams, and operational stakeholders across leading buy-side institutions.
  • Understand how clients use factor risk models for risk estimation, portfolio construction and optimization, factor exposure management, scenario analysis, model validation, and investment oversight; translate these requirements into differentiated MAC3 data and workflow solutions.
  • Coordinate tailored demonstrations, methodology discussions, model comparisons, data evaluations, trials, and proofs of concept in partnership with Product, Research, Engineering, and other technical specialists.
  • Communicate market trends, competitive intelligence, and structured client feedback to Bloomberg’s Product, Engineering, and Research teams to help shape future product development.
  • Build Bloomberg’s presence in the institutional risk and quantitative investment community through industry events, client forums, and other market-facing engagements.

About the Company

Bloomberg

Global financial data, news, analytics provider

Bloomberg provides financial data, news, and analysis to help professionals make informed decisions and operate more transparently and efficiently. Its products deliver trusted information and insights through technology platforms that connect global financial communities, enable collaboration, and support decision-making. The company differentiates itself by offering broad, reliable data and news across markets, strong customer focus, and a culture that emphasizes collaboration, broad perspective, and doing the right thing for clients, people, and communities. Bloomberg’s goal is to improve market transparency and efficiency by delivering accurate information and tools that empower customers to act confidently and ethically.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
1981

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