Senior Portfolio Implementation Specialist

hace 7 días


Monterrey, Nuevo León, México MSCI Inc A tiempo completo
About the Role

We are seeking a highly skilled Senior Portfolio Implementation Specialist to join our team at MSCI Inc. This is an excellent opportunity for individuals with a passion for financial analysis and portfolio management.

Key Responsibilities
  • Portfolio Implementation: Collaborate with the implementation team to onboard client investment data onto our platform, ensuring seamless integration and accurate representation of complex investment portfolios.
  • Data Management: Develop and maintain processes to intake and validate historical fund level market values, transactions, and returns, resolving discrepancies and documenting potential causes.
  • Client Communication: Work closely with clients to coordinate project deadlines, address questions, and provide guidance on the onboarding process and deliverables.
Qualifications and Skills
  • Financial Analysis: Possess strong financial and analytical skills, with 1-3 years of experience in investment accounting or a related field.
  • Technical Proficiency: Advanced Microsoft Excel skills and proficiency in VBA, SQL, or other programming languages a plus.
  • Communication: Excellent communication skills, including fluency in English, with the ability to work effectively in a team environment.
What We Offer
  • Competitive Compensation: A salary range of $80,000 - $110,000 per annum, depending on location and experience.
  • Career Growth: Opportunities for professional development, internal mobility, and expanded roles within our global network.
  • Diversity and Inclusion: A culture that values diversity, equity, and inclusion, with a comprehensive employee benefits package tailored to your needs.


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