Analyst

Bloomberg’s robust research management solution tools allow you to get the document intelligence you want quickly, access both estimated and actual company financial data, and bring all your findings into one Research and Analytics Platform.

Our Bloomberg Research Management System (RMS) allows you to collaborate and share findings quickly, ensuring ideas flow seamlessly across the team.

Extract key insights with AI-Powered Earnings Call Summaries

Our AI-Powered Earnings Call Summaries tool enables users to decipher complex financial information on topics addressed by corporate management teams, such as guidance, capital allocation, hiring and labor plans, the macro environment, new products, supply chain issues and consumer demand.

Essential metrics at your fingertips

Through Bloomberg research tools, you can access actuals and estimates for all key measures of a company’s financials. This includes detailed breakdowns of a company’s operating metrics, Key Performance Indicators (KPIs), business segments, income statement, balance sheet and cash flow statements.

This includes consensus estimates for key metrics (100+ per company) lined up to the company reported values.

Track newly released financial data in real time

Compare actuals to estimates as soon as a company reports earnings. Get a comprehensive picture of whether the company has beat or missed broker expectations within minutes — helping you save time and react quickly during earnings season volatility. See example in action.

Benchmark company performance vs competitors on industry KPIs

Bloomberg’s KPI Comparison tool allows for comparison across key industry metrics to better understand how peers stack up on the measures that really matter. Analyze trends in the most relevant industry-level KPIs across a peer group to find out which companies are the strongest performers in the industry and visualize macro trends.

Integrate with our Bloomberg Research Management System (RMS)

With RMS, you can store your firm’s research workflows in one central repository, with the ability to share the latest information across your team. Fully integrated into the Bloomberg Terminal with support for all major asset classes, it’s designed to manage and advance all your internal and external research management needs.

All of your uploaded research is accessible and searchable through dedicated research management dashboards, as well integrated throughout Bloomberg Terminal functions like Document Search.

Inter- and cross-firm communication is easier than ever with Instant Bloomberg (IB) and other Terminal collaboration tools. And there’s no need to abandon your other useful tools. The RMS works seamlessly with — and accesses Bloomberg data from — other add-ins like Microsoft Word, Excel, Outlook, PowerPoint, and Google Chrome.

Filter and analyze essential market data rapidly

Whether you’re looking at macro trends or researching a specific idea, Bloomberg delivers instant, high-quality data – at the macroeconomic level, down to the operating, financial and valuation information at the company level for analysis and idea generation.

Screening and backtesting tools

With performance data ranging from historical to intraday, play out your scenarios in a streamlined workflow to analyze growth, trends and estimate revisions over time, as well as compare data against benchmarks.

Assess companies and valuations from multiple angles

Tap into comprehensive Bloomberg research content and datasets including:

• Company filings, event calendars, earnings, and estimates
• Relative valuation analysis, benchmarking against competitors and comparable companies in the sector of your choice.

Stay ahead of market events and quickly identify opportunities with Bloomberg’s extensive, in-depth news coverage of companies, economies, tech, and politics.

Set alerts & track sentiment

Search feeds or set up instant alerts for breaking news, and use our social sentiment analysis tools to spot trends and disruptions before they happen.

How we help our clients

Bloomberg Launchpad is a customizable workspace that brings your most critical information and functionality forward. As the most flexible desktop environment available to financial professionals today, Launchpad delivers features such as market surveillance and alerts, real-time security watch lists, portfolio P&L monitoring, live content sharing and more.

How we help our clients

Bloomberg’s quantitative analytics tools

Bloomberg’s quantitative analytics platform, BQuant Desktop, gives you the ability to manage and manipulate vast amounts of complex market data, and leverage that data to make better investment decisions faster.

• BQuant Desktop is built on open-source tools like Python and Jupyter notebooks and is fully integrated with the Bloomberg Terminal.
• Our internal query language (BQL) retrieves curated Bloomberg data on the Terminal that is normalized, aligned, and linked across datasets.
• Analyze the data by running fast and efficient calculations on large datasets with pre-built or custom models using open-source packages.
• Visualize and share the market research analysis with colleagues and other Bloomberg users.

How we help our clients

Organize, visualize and present opportunities

Model, chart and sell your investment ideas using our advanced modeling and charting tools along with the Terminal’s unsurpassed market research analysis of shifting environments.

How we help our clients

Portfolio management and optimization

Bloomberg’s portfolio and risk analytics provides unmatched transparency into positions and active bets and helps you gain decisive insight into your next great idea, enabling you to create and execute investment strategies that optimize your portfolio and set you apart from peer analysts.