Total Plan Client Service Analyst

hace 3 semanas

Monterrey, México MSCI Inc A tiempo completo

Job Description - Total Plan Client Service Analyst (240000PJ)
- Job Number: 240000PJ
Requisition Title : Total Plan Client Service Analyst

**Description**:

**Your team responsibilities**

The Client Service Analyst provides product support to clients and prospects. Through hands-on training and exposure to MSCI products, this individual will gain valuable product and investment knowledge, while building client relationship skills.

This role focuses on the Caissa Platform product, which is the MSCI investment analytics platform for institutional allocators, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage the Caissa Platform to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

**What we offer you**
- At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.
- Wherever you are located you will find transparent compensation schemes and employee benefits that can help ensure your financial security and health. While they vary by different locations, we offer a broad range of benefits that are part of the value you receive as an MSCI employee.
- Our flexible ways of working will allow you to maximize your potential, and we will empower you with the trust, accountability, and advanced technology to perform at your very best.
- You’ll find a purposeful approach to wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our ‘Here For You’ Employee Assistance Program is available for our employees globally, providing confidential emotional support, financial and legal advice free of charge.

**Your key responsibilities**
- Acquire a thorough understanding of the Caissa Platform, as well as the rest of the MSCI product suite, and how our products fit into client organizations and their processes
- Serve as an advocate for MSCI to the client, as well as an advocate for the client within MSCI
- Provide first-tier product support, addressing product-related inquiries using our CRM system
- Support senior team members in client calls and lead platform training sessions
- Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed

**Your skills and experience that will help you excel**
- Bachelor’s degree (Finance, Economics, or similar field a plus, but not required)
- 1-2 years of finance, accounting, or investment experience
- Strong analytical, problem-solving, organizational, and interpersonal skills
- Strong written and verbal communication skills
- Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus
- Proficiency in MS Excel a plus
- Progress towards CFA, CAIA, CIPM, or FRM a plus
- Training, consulting, or client presentation experience a plus, but not required

**How we’ll support you**
- Our culture of high performance and innovation relies on our people sharing their knowledge and lifting each other up. You’ll be surrounded by a collaborative, global network of talented colleagues who will support and inspire you to do the best work of your career.
- We believe new and challenging experiences drive personal growth and innovation. With the right challenges, encouragement, and development support you can shape your own career experience. Career paths are multi-directional, and we encourage and support internal mobility to help you identify new opportunities to progress and take control of your future.
- As a new joiner you’ll be enrolled on our Global Orientation interactive learning experience to set you up for success.
- At MSCI we act in ways that encourage respect for all voices, ensuring that everyone can be themselves and feel like they are a part of the company. We are intentional about ensuring that everyone is treated fairly and supported with equal opportunities to succeed.
- We have eight MSCI Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

***About MSCI**

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improv

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