Equity Index Solutions Leader – Enterprise Sales

Bloomberg; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Bloomberg is seeking a client-facing Equity Index Solutions Specialist to drive growth across Bloomberg's equity index offerings. This highly technical, commercially focused role demands deep equity experience, especially in asset management or index-provider spaces.

You will partner with index sales and relationship teams to translate complex methodologies into actionable insights for institutional clients, including backtesting, strategic advisory, and market development.

Qualifications

• 7+ years of experience in the equity space (equity research, portfolio management, index strategy, or institutional sales).
• Strong grasp of equity index construction and methodologies.
• 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 growth targets.
• CFA or equivalent is an advantage.
• High-level proficiency in data analysis; 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 with impactful presentations and backtests; articulate index methodologies to investment professionals.
• Drive commercial outcomes by growing market share across traditional, ESG, factor-based, and custom indices.
• Support strategic product development by feeding client insights to product, research, and engineering teams.
• Strengthen market visibility through external meetings, thought leadership, and go-to-market initiatives.
• Build enduring partnerships with key client stakeholders at asset managers and pension funds.
• Contribute to market sizing, competitive analysis, and post-launch product growth.

Skills

Equity index construction

Client advisory

Business development

Presentation skills

Data analysis

English fluency

Education

CFA or equivalent

Tools

Backtesting tools

Job description

Bloomberg is seeking a client-facing Equity Index Solutions Specialist to drive growth across Bloomberg's equity index offerings. This highly technical, commercially focused role demands deep equity experience, especially in asset management or index-provider spaces.

You will partner with index sales and relationship teams to translate complex methodologies into actionable insights for institutional clients, including backtesting, strategic advisory, and market development.