MSCI Inc | Implementation Consultant | distrito federal

hace 1 mes


distrito federal, México MSCI Inc A tiempo completo

The Implementation Consultant works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. They will work directly with the Implementation team to facilitate onboarding client investment data onto our platform. Primary responsibilities include:

  • Building out client's portfolio hierarchy(s) and fund manifests, which can include UDF and commitment creation.
  • Creating templates to integrate new client's historical accounting data.
  • Validating historical fund level market values, transactions, and returns against client's performance provider, triaging and remediating differences, and documenting and explaining potential causes of differences.
  • Entering and modifying liquidity terms based on client feedback.
  • Communicating with clients to coordinate project deadlines and to answer questions they have on the onboarding process/deliverables.
  • Assisting in maintaining project management documentation to track exposure maintenance, manager communications, and project timeline.
  • Assisting in the creation of client fact sheets and other client-specific documentation to prepare clients for BAU service.
  • Training new employees on data team processes.
  • Working with our data engineering team to set up client accounting and exposure feeds from custodial banks.
  • Coordinating with the development and client solutions team to assist with client requests or platform bugs.

Minimum Requirements:

  • 1-3 years of experience.
  • Strong financial and analytical skills.
  • Client service oriented with problem-solving abilities.
  • Partnership or investment accounting experience is a plus.
  • Technology proficiency is essential; advanced Microsoft Excel skills are required.
  • Strong communication skills, including the ability to speak and write in English with a high degree of fluency.
  • Ability to handle multiple tasks, meet reporting deadlines, and demonstrate flexibility with delivery of assignments.
  • Bachelor's degree in Accounting, Finance, or Mathematics is preferred but not required.
  • Knowledge of VBA, SQL, or other programming languages is a plus.

What we offer you:

  • Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
  • A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
  • Global Orientation program to kickstart your journey, followed by access to our platform, LinkedIn Learning Pro, and tailored learning opportunities for ongoing skills development.
  • Multi-directional career paths that offer professional growth and development through new challenges, internal mobility, and expanded roles.
  • We actively nurture an environment that builds a sense of inclusion, belonging, and connection, including eight Employee Resource Groups.

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.

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran status, or any other characteristic protected by law.

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