Blog
Thoughts on equity workflows, Bloomberg Terminal, and career growth in financial services.
From Apprentice to Equity Specialist: My First Two Years at Bloomberg
I joined Bloomberg at 18 with no finance background. Two years later I was resolving 100 client queries a week as an Equity Specialist. Here's what the journey taught me.
BQL and Bloomberg API: Automating Equity Workflows in Excel
A practical guide to Bloomberg Query Language and the Bloomberg API: how they work, when to use each, and why most equity teams are leaving efficiency on the table.
Training Financial Professionals: Lessons from 100+ Client Sessions
Delivering training to equity clients taught me that the best educators aren't subject-matter experts; they're translators between complexity and clarity.
Inside Bloomberg Terminal: What Equity Analysts Actually Need
After two years of resolving 100+ client queries per week, here's what I've learned about how equity analysts really use the Terminal, and the features most of them are missing.
How I Reduced a Client's Daily Process from 4 Hours to 10 Minutes
A deep dive into the workflow redesign that achieved a ~95% efficiency gain for an equity client, from discovery and diagnosis through to implementation and results.