Theo Mihell
Professional Summary
Client-facing finance professional with four years at Bloomberg LP, building and maintaining relationships with institutional investors through around 100 client queries a week, regular training sessions and tailored workflow support. Uses engagement and usage data to spot adoption gaps and intervene early, protecting retention and supporting renewals; led a client workflow redesign that cut a daily process from 3-4 hours to ~10 minutes (~95% efficiency gain) and supported 10+ revenue-generating RFPs valued up to £400k. Completing a BSc (Hons) Finance and Investment Management (2:1) at the London Institute of Banking and Finance alongside full-time work, with a strong grounding in macroeconomics. Seeking to move into client experience and account management within a subscription data business, where retention, adoption and growth sit at the centre of the role.
Work Experience
Equity Specialist, Analytics
2023-09 – presentBloomberg LP, London, UK
- Resolved ~100 client queries per week for institutional investors, building trusted relationships and a deep understanding of how clients use financial data in their daily work
- Delivered regular in-person and virtual training sessions and client check-ins, keeping engagement high across Bloomberg Terminal workflows
- Tracked client usage and engagement across daily workflows, spotting adoption gaps and intervening early with tailored solutions
- Led a full client process revamp, reducing a daily equity analysis task from 3-4 hours to ~10 minutes (~95% efficiency gain)
- Maintained a Quality Control score above 96% and a resolve rate above 75% against a 70% department average
- Promoted and delivered webinars and training events, including an introduction to equities session for new apprentice hires
- Served on the Bloomberg Apprentice Committee (2024-2025), planning cross-department events including a winter social with a £10,000 budget
CAMS Specialist
2022-09 – 2023-09Bloomberg LP, London, UK
- Supported 10+ revenue-generating RFPs, including projects valued up to £400k, as the key liaison between sales and internal product and engineering teams
- Presented and validated solutions aligned with client requirements, ensuring proposals and due diligence responses were accurate and on time
- Coordinated cross-functional project delivery to tight deadlines across multiple internal teams
Education
BSc (Hons) Finance and Investment Management
2023-01 – 2026-10London Institute of Banking and Finance (LIBF), 2:1
Undergraduate degree in finance and investment management, completed alongside full-time employment at Bloomberg.
A-Levels (Sixth Form)
2020-09 – 2022-06Kirkham Grammar School
Business Studies, Economics, Computer Science.
GCSEs
2015-09 – 2020-06Kirkham Grammar School
10 GCSEs (grades 7–5) including Mathematics and English.
Skills
Achievements
Duke of Edinburgh's Award, Gold
The Duke of Edinburgh's Award
Completed the full Gold award programme covering volunteering (50+ hours with Ronald McDonald House, Soup Kitchen London, Children In Need, London Food Bank), physical (football), skills (driving theory and lessons), expedition (Lake District environmental impact), and residential (Lake District hotel conservation and outdoor activities).
95% Client Process Efficiency Gain
Bloomberg LP · 2024
Led a client workflow redesign that reduced daily processing time from 3–4 hours to ~10 minutes.
28th at British National Biathlon Championships
British National Championships
Placed 28th in the country for biathlons at the British National Championships.
Club Cricket & County Cricket
Played cricket at club and county level.
Football Awards
Multiple club awards including Player of the Year, Players' Player of the Year, and Parents' Player of the Year. Played from age 4 and for Poulton Youth Football Club.