Bloomberg

Buyside Sales Specialist: Risk Models & Quantitative Portfolio Analytics

Bloomberg$145K — $235K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in institutional investment technology or risk analytics
  • Proven record of meeting or exceeding sales targets
  • Strong understanding of factor risk models in investment decision-making
  • Experience selling to institutional asset managers and hedge funds
  • Ability to manage complex enterprise sales cycles
  • Knowledge of model evaluations and commercial negotiations
  • Excellent skills in translating technical concepts for various audiences

Responsibilities

  • Drive new business growth through targeted strategies
  • Build and manage a qualified sales pipeline
  • Own and lead complex sales cycles from discovery to close
  • Engage strategically with senior client leadership
  • Translate investment workflows into tailored solutions
  • Lead technical evaluations and product demonstrations
  • Influence Bloomberg's product strategy with client insights
  • Represent Bloomberg at industry events and forums

Benefits

  • Comprehensive and generous benefits plans
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Short and long-term disability benefits
  • Life insurance and wellness programs
Full Job Description
Description & Requirements

What's the Role?

We are seeking a highly collaborative, technically sophisticated, and commercially driven Risk Model Sales Specialist to drive the growth of Bloomberg's MAC3 factor risk model datasets across North America. This is a new-business sales role with accountability for developing a qualified pipeline, acquiring new institutional clients, expanding strategic relationships, and delivering against annual revenue goals.

This is a unique opportunity to sit at the intersection of financial markets, quantitative analytics, portfolio construction, and enterprise technology. You will partner with some of the world's largest and most sophisticated investment firms.

Acting as a trusted advisor throughout the sales lifecycle, you will lead technical and commercial engagements, uncover client requirements, understand portfolio risk, construction, and optimization workflows, and demonstrate how Bloomberg's MAC3 risk model can address complex investment and enterprise data needs.

You will manage opportunities from initial discovery and qualification through technical evaluation, proposal, negotiation, and close. You will work closely with Product, Engineering, Research, Account Management, Legal, and Implementation teams globally, serving as both a market-facing sales specialist and a strategic voice for our clients. Your insights will directly influence product development and help shape the future direction of Bloomberg's risk solutions.

We'll Trust You To:

- Drive New Business Growth - 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.

- Build and Manage a Qualified Pipeline - 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.

- Own Complex Sales Cycles - Lead opportunities from initial discovery and qualification through business-case development, RFP and RFI responses, proposals, pricing, procurement, contract negotiation, and commercial close.

- Lead Strategic Client Engagements - Develop relationships with CROs, 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.

- Translate Investment Workflows into Solutions - 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.

- Lead Technical Evaluations - Coordinate tailored demonstrations, methodology discussions, model comparisons, data evaluations, trials, and proofs of concept in partnership with Product, Research, Engineering, and other technical specialists.

- Influence Product Strategy - Act as a key conduit between clients and Bloomberg's Product, Engineering, and Research teams by communicating market trends, competitive intelligence, and structured client feedback that helps shape future product development.

- Represent Bloomberg's Risk Business - Build Bloomberg's presence in the institutional risk and quantitative investment community through industry events, client forums, and other market-facing engagements.

You'll Need To Have

- 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.

- Proven 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, RFPs, proposals, and commercial negotiations.

- The ability to translate quantitative and technical concepts into clear business value for audiences ranging from quantitative specialists and model validation teams to CIOs, CROs, and technology executives.

- Familiarity with enterprise data-delivery and integration considerations associated with quantitative datasets, including file-based delivery, APIs, cloud platforms, or internal analytical systems.

- Excellent collaboration, communication, presentation, and organizational skills, with the ability to operate effectively across global, cross-functional teams.

- Willingness to travel throughout the region to meet clients and prospects.

Salary Range = 145,000 - 235,000 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.

About Bloomberg

Bloomberg L.P. is a privately held financial, software, data, and media company headquartered in Midtown Manhattan, New York City. It was founded by Michael Bloomberg in 1981, with the help of Thomas Secunda, Duncan MacMillan, Charles Zegar, and a 12% ownership investment by Merrill Lynch. Bloomberg L.P. provides financial software tools and enterprise applications such as analytics and equity trading platform, data services, and news to financial companies and organizations through the Bloomberg Terminal (via its Bloomberg Professional Service), its core revenue-generating product. Bloomberg L.P. also includes a wire service (Bloomberg News), a global television network (Bloomberg Television), digital websites, a radio station (WBBR), subscription-only newsletters, and three magazines: Bloomberg Businessweek, Bloomberg Markets, and Bloomberg Pursuits.
Learn more about Bloomberg
Size
20,000 employees
Industry
Founded
1981

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