Bloomberg Intelligence - Asset Allocation Strategy Associate
Used Tools & Technologies
Not specified
Required Skills & Competences
Tag name is followed by "@" symbol and proficiency level value.
About proficiency levels:
- 1-2 — basic awareness. Minimal hands-on experience, and a rudimentary understanding of the technology's purpose;
- 3-6 — daily use. Comfortable and regular usage, capable of handling common tasks and challenges related to the technology;
- 7-9 — you are an expert, you can teach others, you know all the pitfalls and tricks;
- 10 — exceptional knowledge, comprehensive understanding, and adeptness in all aspects of the technology, including advanced problem-solving. Think twice before claiming or demanding such level.
Python @ 3
Communication @ 3
Mathematics @ 3
Data Analysis @ 3
BI @ 3
Pandas @ 5
- 1-2 — basic awareness. Minimal hands-on experience, and a rudimentary understanding of the technology's purpose;
- 3-6 — daily use. Comfortable and regular usage, capable of handling common tasks and challenges related to the technology;
- 7-9 — you are an expert, you can teach others, you know all the pitfalls and tricks;
- 10 — exceptional knowledge, comprehensive understanding, and adeptness in all aspects of the technology, including advanced problem-solving. Think twice before claiming or demanding such level.
Details
Bloomberg runs on data. Bloomberg Intelligence (BI) takes that data and creates tools, analysis and insights that help inform and support clients’ investment decisions in financial markets. BI Strategy research combines written analysis with interactive charting and analytics to give professional terminal clients foresight into where asset classes and sectors stand today and where they may be heading next.
As a BI Asset Allocation Strategy Associate, you will support the Director of BI Global Strategy Research by building capabilities that allow investors and asset owners to evaluate cross-asset portfolio considerations, supported by strong underlying data and analytics. You will generate insights, construct data analysis and conduct investment research using Bloomberg data sets and proprietary models. Collaboration with strategy, industry, government and litigation teams is a key element of the role.
Responsibilities
- Actively contribute to the Global Strategy Team’s daily research activities (data, written research, idea generation). Research projects may vary in complexity and scope.
- Pull, clean, and organize large sets of financial data using Python and Excel, ensuring accuracy and consistency despite potential imperfections in the raw data.
- Manage and model large data sets, including aggregation and calculation of fundamental series for asset classes, sectors and indices.
- Continuously assess the quality of data, identify potential errors and inconsistencies; proactively determine whether the data makes sense and flag/correct issues as needed.
- Develop and maintain relationships with internal departments throughout Bloomberg as well as external users.
- Synthesize results of data analysis and develop concise narratives that communicate the story behind the data.
- Work with other data and core business groups to help develop and improve content and functionality across the terminal.
- Interact with clients via Bloomberg's online messaging systems.
- Participate in department-wide special projects.
Requirements
- Legal authorization to work full-time in the United States and will not require visa sponsorship now or in the future (U.S. citizen, U.S. permanent resident/green card holder, refugee, asylee).
- Bachelor's degree (degree in finance, mathematics, economics or similar with heavy emphasis on programming preferred).
- At least two years of research experience in Equity Strategy or Economics, with interest in developing a career in macro research.
- Proficiency in Python (Pandas, NumPy) and Excel for handling large datasets, cleaning data, and performing complex analyses.
- Ability to spot anomalies in financial data, think critically about what the data is telling you and identify when something doesn't align or make sense.
- Excellent written communication and presentation skills; track record of collaboration with a team.
- Understanding of advanced concepts, practices and procedures of finance/accounting with experience interpreting financial statements and performing quantitative financial analysis.
- Strong familiarity with market indices and econometric data sets.
- High attention to detail and demonstrable research and analytical skills.
- Strong organizational skills and capability to handle multiple projects and meet deadlines.
- Commitment to enhancing and developing products.
We'd love to see
- Progress toward or achievement of CFA designation.
- A Master's degree in Business, Finance, Accounting, MBA, or related discipline.
- Previous work experience with the Bloomberg Terminal (please note favorite functions).
Compensation & Benefits
- Salary Range: 90,000 - 120,000 USD annually + Benefits + Bonus.
- The referenced salary range is based on the Company's good faith belief at the time of posting; actual compensation may vary by geography, experience, education and skill level.
- Benefits 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) with match, life insurance, and various wellness programs. The Company does not provide benefits to contingent workers/contractors and interns.
How to Apply
Apply via the Bloomberg careers link provided in the original posting.