Investor Relations Sr. Associate

Msci-; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Benefits offered by this job

Transparent compensation schemes

Flexible working arrangements

Global learning opportunities

Employee Resource Groups

Job summary

MSCI’s Investor Relations team communicates the firm’s financial performance and strategy to shareholders and analysts, while coordinating with FP&A, Accounting and Legal. The Senior Associate/VP will develop insights and drive information sharing across the business units, FP&A, Accounting and Legal to facilitate investor communications and assist in key IR programs including roadshows and Investor Days.

The role includes developing and managing content, dashboards and reporting, while working

Qualifications

• 3-5 years of experience in analytical financial roles including investor relations, FP&A, public accounting or equity research.
• Strong ethics and integrity; SEC disclosure training preferred.
• Excellent analytical, communication and presentation skills; able to collaborate across teams.

Responsibilities

• Support IR processes by coordinating with internal teams to draft press releases, earnings decks and Q&A.
• Respond to investor inquiries and collect feedback to inform management.
• Create and disseminate IR newsletters to shareholders and analysts.
• Build and maintain AI/BI dashboards (Power BI, Qlik) and dashboards for core IR workflows.
• Maintain CRM-based shareholder interaction logs and calendars for earnings events.
• Assist with investor events (roadshows, conferences, AGM) and prep materials for Board discussions.

Skills

Investor relations

Financial analysis

PowerPoint

Excel

Presentations

Education

Bachelor's degree in Finance

Tools

Power BI

Qlik

Salesforce

Job description

Your Team Responsibilities

MSCI’s Investor Relations team is responsible for communicating the firm’s financial performance and strategy to shareholders and prospective investors and sell-side research analysts who evaluate the company, while maintaining an effective feedback loop with senior management and the Board. The Senior Associate/VP will provide analysis, insights and support to help drive our ongoing investor relations programs and coordinate and drive information sharing between Investor Relations and the business units, FP&A, Accounting and Legal and other teams to facilitate investor communications and participate in developing and enhancing our IR programs, analysis and reporting and execution of key investor events such as roadshows, conferences, Investor Days.

Your Key Responsibilities

• Support IR team in quarterly earnings process by collaborating with internal business and accounting teams to gather information, data and support for drafting press release, earnings presentation, call script and Q&A.
• Assist in proactively responding to investor and analyst inquiries and collecting investor feedback to apprise management
• Originate content and disseminate the IR newsletter to shareholder and analyst subscribers
• Build and maintain AI bots, Claude artifacts, Custom GPTs and Power BI Dashboards for core IR workflows including the Q&A, consensus, disclosures and investor CRM
• Maintain management and IR scorecard on CRM and using AI tools
• Play critical role in analyzing sell-side consensus versus forecast and operating plans including maintenance of the consensus summary on Power BI Dashboard. Develop strong relationships with sell side analysts and associates in securing and maintaining timely consensus estimates. Flag discrepancies from guidance and plan with FP&A and IR teams
• Perform research on existing and prospective shareholder base, prepare briefing materials, tearsheets and profiles of investor contacts, collaborating with external shareholder market intelligence vendors.
• Maintain and log shareholder interactions in third party CRM platform.
• Assist with the creation and preparation of presentations for investor events including conferences, roadshows, and 1x1 calls, and for Board of Directors and Annual General Meeting
• Develop and manage calendars and working timelines for earnings and marketing events including non-deal roadshows, conferences, investor day and other events
• Actively monitor and maintain consensus model in collaboration with third-party vendor. Help identify analyst model disconnects and variance versus guidance and long-term targets
• Build and maintain internal financial dashboard containing KPIs and quarterly records
• Develop strong working relationships with Controllers, Legal and other reviewers in the tie out process, maintain robust internal controls and support
• Partner with FP&A and Controllers to pull relevant financial information requested by management and IR team using tools including but not limited to Power BI, Qlik, Salesforce
• Conduct ad hoc analysis and research as needed

Your skills and experience that will help you excel

• 3-5 years of experience in highly analytical financial roles including investor relations, FD, FP&A, public accounting, equity research, etc. Institutional familiarity and built in relationships across MSCI’s Finance and Client Coverage colleagues is ideal
• Strong sense of ethics and integrity. U.S. SEC Regulation Fair Disclosure training will be required
• Strong analytical, critical thinking skills, and presentation skills, often in self-directed capacities, while effectively collaborating with other teams (FP&A, FDs, Controllers, Legal, etc)
• Strong proficiency in PowerPoint and Excel. Pivot table, VLookup, Macros building and excel shortcut familiarity ideal.
• Strong interest in emerging AI tools in alignment with MSCI condition of employment, as well as third party software platforms such as Businesswire, Workiva, Factset, Q4/Virtua, S&P and Nasdaq
• Experience working within an international and multicultural environment and operating across multiple time zones
• Strong organizational, multi-tasking skills, and time management skills with attention to detail

About MSCI

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 Learning@MSCI platform, AI Learning Center , 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. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision – to power better 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. 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 (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [e-mail] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.