Strategic Portfolio Onboarding Specialist

hace 2 semanas


Ciudad de México, Ciudad de México MSCI Inc A tiempo completo

About the Role:

As a Strategic Portfolio Onboarding Specialist at MSCI Inc., you will play a vital role in ensuring seamless onboarding experiences for our clients. You will be responsible for building and maintaining client portfolio hierarchies, creating templates for integrating historical accounting data, and validating fund level market values against client performance providers.

Key Responsibilities:

  • Develop and implement efficient onboarding processes to meet client needs.
  • Create customized templates for historical accounting data integration.
  • Validate and rectify discrepancies in fund level market values.
  • Communicate effectively with clients to coordinate project deadlines and provide support.
  • Maintain accurate project documentation, including exposure maintenance, manager communications, and project timelines.
  • Collaborate with the data engineering team to set up client accounting and exposure feeds.
  • Provide training to new employees on data team processes.
  • Work closely with the development and client solutions team to address client requests and platform issues.

Requirements:

  • 1-3 years of experience in a related field.
  • Strong analytical and financial skills.
  • Excellent problem-solving abilities and client service orientation.
  • Proficiency in Microsoft Excel and technology is essential.
  • Strong communication skills, including fluency in English.
  • Ability to multitask, meet deadlines, and adapt to changing priorities.

What We Offer:

  • Competitive estimated salary: $85,000 - $110,000 per annum, depending on location and experience.
  • A comprehensive benefits package tailored to your location, including health insurance, retirement plans, and paid time off.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • Ongoing learning opportunities through LinkedIn Learning Pro and internal training programs.
  • A global network of talented colleagues who inspire and support professional growth.

About Us:

MSCI Inc. is a leading provider of critical decision support tools and services for investment professionals around the world. Our purpose is to power better investment decisions by providing industry-leading analytics, data, and insights.

We are passionate about fostering an inclusive, diverse, and dynamic work environment that supports employee well-being and career development. At MSCI, we strive to create a workplace where everyone feels valued, respected, and empowered to succeed.



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