Private Capital Client Service Senior Associate

MSCI; Monterrey; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial service provider in Monterrey, Mexico is looking for a Private Capital Solutions Senior Associate. The role involves leading a team to address complex client inquiries and improve client relationships. Candidates should have 4-6 years of relevant experience and strong analytical skills. This position offers competitive compensation and employee benefits.

Servicios

Transparent compensation schemes

Flexible working arrangements

Access to learning platforms

Formación

• 4-6 years of relevant experience in client-facing roles within asset management, financial services, or fintech.
• Strong analytical and problem-solving skills are essential.
• Track record of excelling in an environment of ambiguity.

Responsabilidades

• Lead a team of Analysts and Associates providing client product training.
• Manage client escalations and address inquiries.
• Coordinate with Client Coverage and Product Management.

Conocimientos

Analytical skills

Problem-solving skills

Organizational skills

Interpersonal skills

English communication skills

Educación

Bachelor’s degree in Finance, Economics, Statistics, Mathematics

Descripción del empleo

Your Team Responsibilities

We are currently seeking a Private Capital Solutions Senior Associate to join our Client Coverage organization in Monterrey, Mexico.

In this role, you will lead a team who is at the forefront of solving complex client inquiries for asset managers and asset owners leveraging our Private Capital Solutions product suite. Clients use our solutions to analyze performance, monitor exposures, model future cashflows, manage liquidity, and perform investment due diligence in addition to other critical portfolio management activities.

The MSCI Global Client Service team is composed of experienced financial professionals that provide first tier support for our clients around the world. Team members are responsible for responding to a wide variety of methodology, usage, interpretational, and technical questions on both analytical and benchmark products. Client contact is primarily via telephone and email, but occasional travel may be required for on‑site presentations or trainings. Client Service team members work closely with account managers and consultants to develop and maintain client relationships.

Your Key Responsibilities

• Lead a team of Analysts and Associates who provide clients product training and address clients' product-related inquiries, ensuring high-quality service is consistently provided
• Acquire a thorough understanding of MSCI's Private Capital Solutions product suite and how our products fit into client organizations and their processes
• Able to lead client trainings, address client inquiries, and manage client escalations
• Drive process improvement from identifying solutions thorough to solution implementation
• Mentor team members and support their continued career growth
• Coordinate with Client Coverage and Product Management to help shape the product roadmap
• Maintain positive, team-oriented attitude while motivating others
• Serve as an escalation resource both within Client Service and across other business functions

Your skills and experience that will help you excel

• Bachelor’s degree (Finance, Economics, Statistics, Mathematics, or other quantitative fields is a plus, but not required)
• 4-6 years of relevant experience in client-facing roles within asset management, financial services, and/or fintech
• Strong analytical, problem-solving, organizational, and interpersonal skills
• Excellent English written and verbal communication skills
• Portfolio analysis, performance measurement, private capital, or domain expertise in investment analytics is a plus
• Track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
• Progress towards CFA, CAIA, CIPM, or FRM a plus

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, 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 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 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 improve transparency across the investment process.

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.

To all recruitment agencies

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