Total Plan Client Service Associate

MSCI; Monterrey; Presencial; MXN 30,000 - 50,000; Jornada completa

Descripción de la vacante

A leading provider of critical decision support tools is seeking a Client Service Associate in Monterrey. This role focuses on providing product support for the Total Plan Manager platform and requires finance-related experience. Ideal candidates should possess strong analytical and communication skills to effectively engage with clients and support their investment needs.

Servicios

Transparent compensation schemes

Flexible working arrangements

Advanced technology and collaborative workspaces

Access to learning and development opportunities

Inclusive environment with Employee Resource Groups

Formación

• 2-5 years of finance, accounting, or investment experience.
• Progress towards CFA, CAIA, CIPM, or FRM is a plus.
• Training, consulting, or client presentation experience is a plus.

Responsabilidades

• Provide first-tier product support and lead client training sessions.
• Serve as an advocate for clients and coordinate with internal teams.
• Acquire a thorough understanding of the Total Plan Manager platform.

Conocimientos

Analytical skills

Problem-solving

Organizational skills

Interpersonal skills

Communication skills

Educación

Bachelor’s degree in Finance, Economics, or similar

Herramientas

MS Excel

Descripción del empleo

Your Team Responsibilities

The Client ServiceAssociate provides product support to clients and prospects. Through hands-on training and exposure toMSCI’s PrivateAssets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills.

Thisrole focuses on theTotal Plan Managerproduct(formerly known as the Caissa Platform), which is theMSCI Private Assetsinvestment analytics platform for institutional allocators, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more.ClientsleverageTotal Plan Managerto calculate performance, quantify risk,monitorexposures,model future cashflows,andplan their assetallocationinadditionto other critical portfolio management activities

Your Key Responsibilities

• Acquirea thorough understanding of theTotal Plan Manager platform, as well as the rest of theMSCI Private Assetsproduct suite, and how our products fit into client organizations and their processes

• Serve as an advocate forMSCIto the client, as well as an advocate for the client withinMSCI

• Provide first-tier product support, addressing product-related inquiriesfrom clients

• Lead client calls and platform training sessions

• Coordinatewithteams internally to help shape the product roadmap,validateplatform behavior, and on other projects as needed

• Maintains positive, team-oriented attitude while motivating others

• Established the team’s go-to resource for a specific platform functionality
• Able to complete majority of requests (including those on technical topics) without team intervention

Your skills and experience that will help you excel

• Bachelor’s degree(Finance, Economics, or similar fielda plus, but notrequired)

• 2-5 years of finance, accounting, or investment experience

• Strong analytical,problem-solving,organizational, and interpersonal skills

• Strong writtenand verbal communication skills

• Portfolio analysis, performance measurement, or domainexpertisein investment analytics a plus

• Proficiencyin MS Excel a plus

• Progress towards CFA, CAIA, CIPM, or FRM a plus

• Training, consulting, or client presentation experience a plus, but notrequired

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, 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 purpose – to power better investment 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 is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

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.

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