Senior Investment Operations Lead — AI-Driven Data Delivery

MSCI Inc.; Monterrey; Presencial; MXN 400.000 - 700.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Transparent compensation schemes and广

Flexible working arrangements

Learning opportunities and tech enable

Global mobility and career growth

Descripción de la vacante

MSCI Inc. in Monterrey, MX is seeking an execution-focused operations professional to own end-to-end investment data processing, validation, and delivery for institutional clients.

You will collaborate with technology, analytics, and client coverage teams, and high performers will advance to people management roles. The role requires deep investment operations expertise, strong technical capability, and a systematic problem-solving approach, with a clear path to leading junior analysts and

Formación

• 5+ years of experience in investment operations, data management, performance analytics, or a related financial services function.
• Demonstrated ability to work with complex investment data across formats and systems.
• Progress toward or completion of CFA, CAIA, or CIPM is a strong differentiator
• Strong analytical and financial skills; able to identify logic errors in data pipelines and performance calculations independently.
• Client-service orientation with a track record of meeting tight reporting deadlines across multiple workstreams.
• Early indicators of leadership potential: experience coordinating work across team members, onboarding peers, or acting as a point of escalation within an operations function.

Responsabilidades

• Own client data operations end-to-end: Receive, review, and standardize raw investment data across multiple formats; identify and resolve data quality issues before they impact downstream processing or client deliverables.
• Execute investment performance workflows: Process and validate performance calculations against client-specific methodologies, ensuring accuracy and timeliness of deliverables in line with agreed SLAs.
• Build and document scalable data processes: Design structured, repeatable workflows for data management and entry that can be adopted across the team — with clear logic, exception-handling, and step-by-step documentation.
• Architect AI-enabled operational solutions: Go beyond using AI tools — identify where intelligent automation can eliminate manual work, reduce error rates, or improve throughput; design and implement those solutions in collaboration with the technology team.
• Drive process improvement with evidence: Diagnose root causes of recurring issues, propose changes with defined success criteria, and track outcomes.
• Participate in client-facing activities: Contribute to client calls and status reviews with well-prepared, accurate operational updates; translate client requirements into actionable internal tasks.
• Mentor and develop junior team members: As the team grows, provide day-to-day guidance to analysts — reviewing their work, helping them resolve blockers, and building their technical and operational capability.
• Contribute to team structure and capacity planning: Identify gaps in team coverage, flag workload imbalances, and propose how to organize work across people — laying the groundwork for a formal management scope.

Conocimientos

Data operations

Excel

SQL

Python

AI tools

Leadership potential

Client-service orientation

Educación

Bachelor's degree in Finance, Accounting, or Economics

Bachelor's degree in Computer Science or Data Science

Herramientas

Excel

SQL

Python

VBA

ETL tools

Investment systems

Descripción del empleo

MSCI Inc. in Monterrey, MX is seeking an execution-focused operations professional to own end-to-end investment data processing, validation, and delivery for institutional clients.

You will collaborate with technology, analytics, and client coverage teams, and high performers will advance to people management roles. The role requires deep investment operations expertise, strong technical capability, and a systematic problem-solving approach, with a clear path to leading junior analysts and