Private Capital Client Service Senior Associate

MSCI; Monterrey; On-site; MXN 859,402 - 1,203,162; Full time

Benefits offered by this job

Transparent compensation schemes

Flexible working arrangements

Comprehensive employee benefits

Access to learning opportunities

Multi-directional career paths

Job summary

MSCI is looking for a Client Service Senior Associate in Monterrey to provide advanced product support for the Private i platform. This role demands deep product knowledge to strengthen client relationships and deliver high-quality service.

The ideal candidate will have 6-8 years of experience in financial services, excellent English communication skills, and a bachelor’s degree in finance or a related field. MSCI emphasizes a culture of high performance and offers comprehensive benefits.

Qualifications

• 6-8 years’ experience in Financial Services.
• Strong organizational skills to handle multiple projects.
• Ability to adapt quickly to changes and challenges.

Responsibilities

• Provide advanced product support to clients and prospects.
• Develop client relationships through proactive follow-up.
• Coordinate with teams to shape the product roadmap.

Skills

Self-starter

Excellent English communication

Organizational skills

Portfolio analysis

Ability to work with diverse cultures

Education

Bachelor degree in Finance, Economics or similar

MBA, CFA, CAIA, CIPM or FRM (desired)

Job description

Your Team Responsibilities

The Client Service Senior Associate provides advanced product support to clients and prospects, serving as a key resource for complex inquiries. Through extensive experience with MSCI’s Private Assets solutions, this individual applies deep product and investment knowledge while strengthening client relationships and delivering high-quality service.

This role focuses on the Private i product, MSCI’s Private Assets investment analytics platform, which equips clients with clear, actionable insights to manage private investments and their liquidity with confidence. The platform unifies and enhances extensive private asset datasets in a centralized environment, enabling efficient access to critical information. Clients can clearly assess the performance of individual funds or entire portfolios, evaluate risk across sectors or regions, and benchmark portfolio performance against one of the industry’s most comprehensive private capital datasets available.

Your Key Responsibilities

• Acquire a thorough understanding of the Private i platform, as well as the rest of the MSCI Private Assets product suite, and how our products fit into client organizations and their processes
• Serve as an advocate for MSCI to the client, as well as an advocate for the client within MSCI
• Provide first-tier product support, addressing product-related inquiries from clients
• Participate in developing client relationships through proactive follow up on issues raised by clients
• Support consultants calls and lead platform training sessions
• Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed

Your skills and experience that will help you excel

• A self-starter and highly motivated, ability to work individually and within a team.
• Bachelor degree in Finance, Economics or similar field
• 6-8 years’ experience in Financial Services.
• Excellent English communication and written skills.
• Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines.
• Track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities.
• Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus
• Ability to work efficiently with diverse cultures on a global team and knowing when to involve appropriate colleagues in projects regardless of functional, geographic, and business lines.
• Ability to develop value-added contributions to both internal and external clients.
• Track record of challenging self and others to anticipate future trends and creatively capitalize on opportunities.
• Deep understanding of international financial institutions and global financial markets.
• MBA, CFA, CAIA, CIPM, or FRM desired

Benefits

• 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.

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.