Strategic Account Management Strategy Support ('SAM Sales Analyst')

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

Descripción de la vacante

A prominent financial services company is seeking a Senior Account Management Sales Analyst in Monterrey or Mexico City. The role involves supporting key account growth, conducting extensive analysis of client strategies, and facilitating partnerships. Ideal candidates should have over 2 years of experience in financial analysis, a relevant degree, strong sales skills, and excellent communication abilities. This position offers opportunities for professional growth and a commitment to a positive client experience.

Servicios

Transparent compensation schemes

Flexible working arrangements

Collaborative workspaces

Comprehensive employee benefits

Access to learning platforms

Formación

• 2+ years of relevant work experience in financial analysis or financial services.
• Ambitious work ethic and professional disposition.
• Experience in relationship management.

Responsabilidades

• Assist in expanding MSCI’s footprint within client base.
• Communicate segment trends and highlight recent wins.
• Own updates on analyst expectations for publicly traded companies.
• Attend client meetings and manage follow-up tasks.
• Coordinate with Product groups to update meeting prep content.

Conocimientos

Understanding of the investment industry

Strong sales acumen

Effective communication skills

Attention to detail

Ability to work under pressure

Proficiency with CRM software

Advanced Excel skills

Presentation skills

Educación

Undergraduate degree in Finance, Economics or related field

Herramientas

Sales Force

Microsoft Office Suite

Descripción del empleo

Your Team Responsibilities

Position Overview

The position can be based at Monterrey or Mexico city

The Senior Account Management Sales Analyst is a member of the Americas Client Coverage team working closely with Senior Account Managers and Key Account Managers to grow MSCI’s footprint with our largest clients. This person is responsible for supporting efforts to expand the firm’s strategic relationships with our clients by performing extensive due diligence including analysis of their financials, strategic initiatives, competitive positioning, new businesses, etc. This person plays a key role in the success of the growth of our business with our largest clients by applying his or her understanding of the evolving trends that impact our clients and helping the team to link these to challenges and opportunities that will result in establishing deeper strategic partnerships. The successful candidate will be proactive, have a solid understanding of the investment industry and the client ecosystem, an ability to synthesize information for analysis and application, a good understanding of MSCI and our business and strategy, and strong time management skills given firm internal deadlines on presentation and meeting prep.

Your Key Responsibilities

Scope of Responsibility

• Assist in the expansion of MSCI’s footprint within SAM and KAM client base by uncovering new investment needs, challenges, and opportunities
• Communicate segment trends and highlight recent wins that can be replicated across other clients
• Own updates on analyst expectations/recent stock performance for publicly traded companies
• Synthesize highlights from quarterly earnings calls for the major segments – Asset Management, Insurance and Sell‑Side for the SAM client base
• Attend client meetings (when appropriate) and own follow up projects and tasks
• Coordinate with Product groups and Marketing to update SAM talking points, key messaging, and content for external meeting prep
• Embrace the firm's commitment to the client experience

Your skills and experience that will help you excel

Specific Knowledge/Skills

• Solid understanding of the investment industry, process, and ecosystem
• 2+ years of relevant work experience with preference within financial analysis/financial services
• Undergraduate degree required in Finance, Economics or any related field
• Strong overall sales acumen
• Excellent English communication and writting skills
• Ambitious work ethic, professional disposition, detail–oriented and a passion for relationship management and industry
• Able to communicate effectively and efficiently
• Be able to work under pressure and to handle multiple tasks efficiently and autonomously in parallel
• Experience with Sales Force and/or CRM software, preferred
• Advanced knowledge of Microsoft Office suite, specifically Microsoft Excel and PowerPoint

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.

To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com