Bloomberg Client Engagement

Why complete this Job Simulation

A risk-free way to experience work on the job with us at Bloomberg. Practice your skills with example tasks and build your confidence to ace your applications.

Self-paced

3-4 hours

No grades

Optional assessment

Bloomberg is building the world’s most trusted information source and community for financial professionals. We use our dynamic network of data, ideas, and analysis to solve difficult problems. Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions.

Are you interested in finance and technology? Are you proactive and have strong communication and problem-solving skills? In this program, you’ll have the chance to learn and build key skills to pursue a career at Bloomberg.

So what’s in it for you?
• You’ll complete the program all at your own pace, completely open-access.
• You’ll get a feel for the skillset needed to launch a successful career in the Analytics and Sales career track at Bloomberg.
• You’ll receive a certificate of completion from Bloomberg that will help you stand out in the application process!

We hope this program helps you discover potential career development and mobility at Bloomberg!

How it works

Complete tasks guided by pre-recorded videos and example answers from our team at Bloomberg. No live sessions, all self-paced.
Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.

Skills you will learn and practice:

Communication

Excel

Interview Techniques

Problem Identification

Problem Solving

Research

Introduction from Bloomberg

Tasks

Task One: Understanding Client Needs

1-2 hours

Crafting questions to guide sales in the financial services sector

What you'll learn

Meet your client, a wealth management firm who is interested in using Bloomberg products to help manage their growing number of clients and investments
The types of questions the Bloomberg Client Engagement team asks to best understand client needs

What you'll do

Review an Excel spreadsheet with Company A's equity investments
Prepare a list of questions and email your client to better understand their needs

Task One: Understanding Client Needs

1-2 hours

Crafting questions to guide sales in the financial services sector

What you'll learn

Meet your client, a wealth management firm who is interested in using Bloomberg products to help manage their growing number of clients and investments
The types of questions the Bloomberg Client Engagement team asks to best understand client needs

What you'll do

Review an Excel spreadsheet with Company A's equity investments
Prepare a list of questions and email your client to better understand their needs

Reviews

4.6

I liked that the simulation was practical and gave me an opportunity to understand how Bloomberg products can be matched with a client’s business needs. It helped me improve my research, Excel analysis, communication, and sales skills. I also enjoyed preparing questions and presenting a product recommendation

Student

I liked how practical and realistic the program felt. The tasks really mirrored what it would be like to work with clients in wealth management and use Bloomberg tools to solve their problems. It was a great way to learn how to ask the right questions, interpret client needs, and recommend solutions in a professional setting.

Student, Regenesys Business School

I liked how hands-on it was and how clearly it walked through real responsibilities I'd actually have in the role. The mix of research, communication, and client-focused tasks made it feel practical and easy to follow. It also helped me understand what skills are most important in a client-engagement position.

Student, Oklahoma State University