Bloomberg Analytics Role: Combining Markets, Tech and Client Work
It combines 3 things I’m really interested in: financial markets, tech and working directly with clients.
I had the opportunity to attend Discover Bloomberg BCN and it gave me a clearer understanding of what the role actually involves. Something that really stood out to me was that Analytics is not only knowing how to use the Terminal or solve technical questions, but also understanding what the client is actually trying to achieve.
Being constantly exposed to different markets is what attracts me, because I am a very curious person. That is why I attended an LSE Financial Statements Analysis course, where I discovered that I enjoy understanding how financial information is used to make investment decisions. However, I don’t want to spend my entire day analysing information independently. From my previous work experience, I have realised that I enjoy solving problems and interacting with people.
I also think the structure of the programme makes a lot of sense. Starting in Analytics gives you the opportunity to develop strong knowledge of the Terminal, markets and how clients use Bloomberg.
Then, as you gain more experience and move towards Sales, you can use that knowledge to have much more meaningful conversations with clients and understand their business needs.
Overall, what makes the role unique is the combination of continuous learning and client exposure.
How the Programme Works
My understanding is that the programme starts within Analytics, where you become an expert in Bloomberg’s products and financial markets. You then use that knowledge to help clients get the most value from the Terminal.
You start on the Analytics side, where the initial training period focuses on the different asset classes (such as equities, fixed income, FX and commodities) and financial markets. I think this is very important, as Bloomberg’s clients can have very different needs depending on what they do. After training, you work directly with clients, answering their questions through the Help Desk. These clients can be traders, portfolio managers, analysts, and so their questions may vary considerably.
For example, a portfolio manager might need help analysing their exposure to interest rates, or an equity analyst might need financial data. What I understood at the Discover BCN event is that the role isn’t just about knowing where to find something in the Terminal. You first need to understand what the client is actually trying to achieve. Because clients often need information quickly, you also need to communicate the solution clearly and efficiently.
Over time, you develop deeper knowledge of the Terminal and financial markets, while starting to build relationships with clients and gaining exposure to Sales. This is where I see the connection between Analytics and Sales. Sales focuses on understanding the client’s business needs, building long-term relationships and identifying how Bloomberg’s products can add value. Rather than simply selling a product, you need to understand the client and how Bloomberg can improve their workflow.
My Relevant Skills
- Analytical problem-solving: At Werfen, I worked with financial information and investigated discrepancies in invoices and payment processes. For example, during one review I identified more than 50K€ in invoices that had been omitted from the payment process.
- Communication and client service: From working in retail, I am used to dealing with many different types of customers, understanding what they need and communicating clearly, even when the environment is busy or the customer is frustrated.
- Curiosity and willingness to learn: My Financial Statements Analysis course at LSE strengthened my interest in financial markets.