Private Capital Client Service Senior Associate

MSCI Inc.

Monterrey

Presencial

MXN 900.000 - 1.500.000

Jornada completa

14 días+

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Ventajas ofrecidas por este puesto de trabajo

Transparent compensation schemes
Flexible working arrangements
Global network of colleagues
Learning and development opportunities

Descripción de la vacante

MSCI Inc. is seeking a Sr. Associate, Client Service for its Private Assets team in Monterrey. You will advise institutional investors, support Private i platform usage, and help shape product enhancements through close collaboration with Product, Engineering and Sales teams.

The role focuses on delivering exceptional client service, building trusted relationships, and guiding clients through complex analytics to support smarter investment decisions in private markets.

Formación

  • Bachelor's degree in Finance, Economics, or Business.
  • 6–8+ years of experience in Financial Services, Investment Management, FinTech, or related industry.
  • Excellent written and verbal communication in English.
  • Strong organizational and project management skills.

Responsabilidades

  • Become a subject matter expert on the Private i platform.
  • Partner with institutional investors to understand workflows and objectives.
  • Serve as a trusted advisor and resolve complex product questions.
  • Deliver exceptional product support and timely client inquiries resolution.
  • Build long-term client relationships through proactive engagement and follow-ups.
  • Lead platform demonstrations, onboarding sessions, and trainings.
  • Collaborate with Product, Engineering and other teams to validate enhancements.
  • Represent the voice of the client within MSCI to support clients.

Educación

Bachelor's in Finance

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.

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
  • 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 our solutions.
  • 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.
What We’re Looking For

Your skills and experience that will help you excel

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.

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.

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 Disability.Assistance@msci.com 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.

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