Private Capital Client Service Senior Associate

Msci-; Monterrey; Presencial; MXN 800.000 - 1.200.000; Jornada completa

Descripción de la vacante

MSCI seeks a Sr. Associate, Client Service for its Private Assets clients. You will combine investment expertise, analytics, and client-facing skills to help investors unlock the value of the Private i platform.

You’ll collaborate across Product, Engineering, Sales, and Consulting to influence product innovation and smarter decision-making. You will become a subject matter expert on Private i, partner with institutional investors, and deliver exceptional product support while building trusted

Formación

• Bachelor's degree in Finance, Economics, Business or related field.
• 6–8+ years in Financial Services, Investment Management, FinTech or related industry.
• Excellent written and verbal English.
• Strong organizational and project management skills.
• Self-motivated, proactive, and collaborative.
• Experience with global teams and client-facing roles.

Responsabilidades

• Become a subject matter expert on the Private i platform.
• Partner with institutional investors to understand workflows and objectives.
• Provide expert guidance and resolve complex product and analytical questions.
• Deliver product support and timely resolution of client inquiries.
• Build long-term client relationships through proactive engagement.
• Lead platform demonstrations, onboarding, and training sessions.
• Collaborate with Product and Engineering to validate enhancements.
• Advocate for client needs and act as the voice of the client.

Conocimientos

Financial knowledge

Client success

English communication

Project management

Relationship building

Cross-functional collaboration

Educación

Bachelor's degree in Finance, Economics, Business

Descripción del empleo

Your Team Responsibilities

Help shape the future of private markets:

Are you passionate about private markets, investment analytics, and delivering exceptional client experiences? Do you enjoy solving complex challenges while building trusted relationships with some of the world's leading institutional investors?

At MSCI, we're looking for a Sr. Associate, Client Service to become a trusted advisor for our Private Assets clients. In this role, you'll combine your investment expertise, analytical mindset, and client-facing skills to help investors unlock the full value of our industry-leading Private i platform.

You'll work alongside talented colleagues across Product, Engineering, Sales, and Consulting, influencing product innovation while helping clients make smarter investment decisions.

https://careers.msci.com/life-at-msci

About Private i

Private i is MSCI's flagship private assets investment analytics platform, designed to help investors manage private market portfolios with confidence. By bringing together extensive private capital datasets in one powerful platform, Private i enables clients to:

• Analyze the performance of individual funds and entire portfolios
• Measure risk across industries, regions, and strategies
• Benchmark portfolios against one of the industry's most comprehensive private capital datasets
• Gain clear, actionable insights to support better investment decisions and liquidity management

Your Key Responsibilities

What you'll do:

As a Sr. Associate, Client Service, you'll play a critical role in ensuring our clients maximize the value of MSCI's Private Assets solutions. You will:

• Become a subject matter expert on the Private i platform and the broader MSCI Private Assets product suite.
• Partner closely with institutional investors to understand their workflows, investment processes, and business objectives.
• Serve as a trusted advisor, providing expert guidance and resolving complex product and analytical questions.
• Deliver exceptional product support and ensure timely resolution of client inquiries.
• Build long-term client relationships through proactive engagement, regular follow-ups, and a consultative approach.
• Lead platform demonstrations, onboarding sessions, and training workshops that help clients get the most from oursolutions.
• Collaborate with Product, Engineering, and other internal teams to validate platform enhancements, influence product development, and advocate for client needs.
• Act as the voice of the client within MSCI while representing MSCI as a trusted partner to our clients.

Your skills and experience that will help you excel

What we're looking for:

We're looking for someone who combines strong financial knowledge with a passion for client success and continuous learning.

Required qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 6–8+ years of experience in Financial Services, Investment Management, FinTech, or a related industry.
• Excellent written and verbal communication skills in English.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Self‑motivated, proactive, and comfortable working both independently and collaboratively.
• Ability to thrive in a dynamic environment, adapting quickly to changing priorities and new challenges.
• Experience working with global teams and collaborating across functions and regions.
• Strong relationship‑building skills with both internal stakeholders and external clients.
• Deep understanding of global financial markets and institutional investors.

Preferred qualifications:

Experience in one or more of the following is highly valued:

• Portfolio analysis or performance measurement
• Investment analytics or private markets
• Client‑facing roles supporting investment technology or financial software
• Professional certifications such as CFA, CAIA, CIPM, FRM, or an MBA

Why join MSCI?

At MSCI, you'll have the opportunity to work at the forefront of private markets alongside some of the industry's brightest minds. You'll partner with leading institutional investors across the globe, contribute to innovative analytics solutions, and influence products that help shape investment decisions worldwide.

If you're excited by complex problem-solving, building lasting client partnerships, and making an impact in one of the fastest-growing areas of investment management, we'd love to hear from you.

https://careers.msci.com/who-we-are

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.