Financial Markets, Tech and Client Work: Bloomberg Analytics & Sales
Why Bloomberg Analytics & Sales Is the Right Fit for Me
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 understanding what the client is actually wanting to achieve.
Being constantly exposed to different markets is what attracts me, because I’m a very curious person. That’s also 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’ve 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 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.
Managing Multiple Priorities During My Internship at Werfen
During my internship at Werfen, one of the most challenging periods was at the end of the month, when I had several priorities and deadlines at the same time.
I was responsible for reviewing supplier invoices, checking payment lists, identifying errors and coordinating with the travel agency and the internal Treasury team to make sure errors were corrected.
One of the main challenges was that some errors weren’t being corrected properly by the travel agency. For example, there were cases where VAT had been incorrectly charged on certain fees. This created differences in our accounts and made the internal reconciliation process very difficult. At the same time, I still had to continue posting new invoices and reviewing the rest of the payment information, so I couldn’t stop everything to focus on just one issue.
To manage this, I prioritised tasks based on urgency and financial impact and created an Excel tracker of the outstanding errors, their status and the action required. I kept in contact with the travel agency to follow up on the errors and understand which items they were correcting.
For the discrepancies that couldn’t be corrected directly, I worked with Treasury to agree on an internal coding solution that allowed us to identify those items and manually offset them later. At the same time, we started thinking about ways of making that process more automated in the future.
Throughout that period, I was effectively balancing day-to-day accounting work, communication with the agency, investigation of errors and coordination with Treasury.
What I learned from that experience is that managing multiple priorities isn’t just about doing everything as quickly as possible. It’s about staying organised and making sure that while you’re solving one problem, you don’t lose track of everything else. I also learned how important communication is, especially when you’re working with different teams to find a solution.
Delivering Great Customer Service During the Christmas Rush
A good example of this was when I was working in retail during the Christmas period, one of the busiest times of the year.
At one point, we were running out of change, so we had to give customers their change using lots of very small coins. In some cases, someone could receive close to 20€ in five-cent or even two-cent coins. Understandably, customers started getting frustrated and complaining.
I knew that simply apologising wasn’t really solving the problem, because the same situation would continue with the next customer. So I tried to find a practical solution with the resources we had available.
I started asking customers who were paying with smaller notes whether they would be willing to exchange them for one of our larger notes. For example, if someone had several 5€, 10€ or 20€ notes adding up to 100€, I could exchange those for a 100€ note. This helped us rebuild the smaller denominations in the till and meant we could give much more reasonable change to the following customers.
At the same time, when someone complained, I would stay calm, explain the situation and offer the best solution available rather than becoming defensive. What I learned from that experience is that good customer service isn’t just about being polite when someone complains. You need to listen, take ownership of the problem and, when possible, think proactively about how to solve the cause rather than dealing with each complaint individually.
I think this would also be important at Bloomberg, because clients may contact you when they’re already under pressure and need an answer quickly. I would focus on understanding the problem, staying calm and finding an accurate and efficient solution while making sure the client feels supported throughout the process.
Why Analytics & Sales Brings Together What I Enjoy Most
I think Bloomberg Analytics & Sales brings together the things I enjoy most: financial markets, technology and people.
To set some context, I’m currently studying BAIM at Pompeu Fabra University in Barcelona. What I like about my degree is that it doesn’t just focus on traditional business management, but also on innovation and understanding how technology is transforming industries. This has shaped the direction I want to take professionally.
From my first year, I developed a strong interest in financial markets, which led me to take a Financial Statement Analysis course at LSE, where I achieved an A. I really enjoyed learning how financial information can be used to analyse companies and support investment decisions.
I’ve also gained practical experience in different areas of finance. At Werfen, I worked with financial operations, investigated discrepancies and communicated with different stakeholders. More recently, at DKSH, I’ve gained exposure to international financial operations, particularly FX and tax, which has helped me understand how companies operate across different countries and manage financial risks, especially hedging.
Alongside this, I’ve joined CFA Society Spain because I wanted to connect with finance professionals and continue learning beyond university.
Through these experiences, I’ve also realised that I don’t want a role focused purely on analysing numbers. I really enjoy working with people, understanding their needs and solving problems, which is why Analytics & Sales feels like such a good fit.
In the short term, I want to develop strong knowledge of financial markets and Bloomberg’s products while learning directly from the questions clients ask every day. In the long term, I’d like to use that expertise in a more relationship-focused role, where I can understand clients’ businesses and help them find solutions that genuinely add value.
My goal is to become someone who combines strong financial knowledge with commercial awareness and the ability to build trusted client relationships. I think Bloomberg offers an excellent environment to develop that combination.
Equities and FX: Two Areas of Financial Markets I Find Fascinating
Two areas of financial markets that I’m particularly interested in are equities and FX, because I’ve had the opportunity to explore them from two different perspectives.
My interest in equities really developed during my Financial Statement Analysis course at LSE, where I learned how financial information can be used to analyse companies and understand their valuations. Since then, I’ve made an effort to follow financial news regularly. I have an automated morning briefing through ChatGPT that highlights the main financial stories, which I then use as a starting point to explore the topics that interest me.
One story I’ve been following is the changing market sentiment around AI investment. Investors have started questioning whether the enormous spending on AI infrastructure will generate sufficient returns, which is putting pressure on companies such as NVIDIA and affecting technology indices. What I find interesting is that even when a company is performing well, its share price can fall if investors become less optimistic about its future growth.
I’m also particularly interested in FX because of my recent experience at DKSH, where I’ve seen how exchange-rate movements affect our financial operations.
For example, because we operate internationally, we have payments in different currencies, mainly US dollars. To protect our margins, we manage currency risk through hedging. At the beginning of the month, we work with Deutsche Bank to secure the exchange rate for our upcoming foreign-currency payments.
For instance, if we know we’ll need $10K later in the month, we can lock in the exchange rate in advance. That way, even if the dollar strengthens or weakens against the euro, our costs are protected, helping us maintain stable margins. I also found it interesting that we’re now working towards automating this process.
For me, this experience made FX much more interesting, because I could actually see how financial markets affect business decisions and how companies use hedging strategies to manage risk.