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Private Capital Client Service Analyst
full-timeMonterrey

Summary

Location

Monterrey

Type

full-time

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About this role

Your Team Responsibilities

The Client Service Analyst provides product support to clients and prospects. Through hands-on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills. This role focuses on the Private i product, which is the MSCI Private Assets investment analytics platform that gives you the clear facts to manage private investments and their liquidity with confidence. The plaform unifies and enriches vast private asset datasets in one centralized place, efficiently delivering the information you need. Clearly see how individual funds or all funds are performing, determine risk across sectors or regions and benchmark your portfolio performance against one of the largest collections of private capital data avaliable. 

Your Key Responsibilities

Scope and 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 
  • Support senior team members in client 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

Experience and Qualifications  

  • Bachelor’s degree (Finance, Economics, or similar field a plus, but not required) 
  • 1-2 years of finance, accounting, or investment experience 
  • Strong analytical, problem-solving, organizational, and interpersonal skills 
  • Strong written and verbal communication skills 
  • Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus 
  • Proficiency in MS Excel a plus 
  • Progress towards CFA, CAIA, CIPM, or FRM a plus 
  • Training, consulting, or client presentation experience a plus, but not required 

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 [email protected] 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

Other facts

Tech stack
Analytical Skills,Problem-Solving,Organizational Skills,Interpersonal Skills,Written Communication,Verbal Communication,Portfolio Analysis,Performance Measurement,Investment Analytics,MS Excel Proficiency,CFA Progress,CAIA Progress,CIPM Progress,FRM Progress,Training Experience,Consulting Experience,Client Presentation Experience

About MSCI

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.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Client Service Analyst provides product support to clients and prospects, focusing on the Private i product. Responsibilities include understanding the platform, advocating for clients, providing product support, and coordinating with internal teams.

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Frequently Asked Questions

What does a Private Capital Client Service Analyst do at MSCI?

As a Private Capital Client Service Analyst at MSCI, you will: the Client Service Analyst provides product support to clients and prospects, focusing on the Private i product. Responsibilities include understanding the platform, advocating for clients, providing product support, and coordinating with internal teams..

Why join MSCI as a Private Capital Client Service Analyst?

MSCI is a leading Financial Services company.

Is the Private Capital Client Service Analyst position at MSCI remote?

The Private Capital Client Service Analyst position at MSCI is based in Monterrey, Nuevo León, Mexico. Contact the company through Clera for specific work arrangement details.

How do I apply for the Private Capital Client Service Analyst position at MSCI?

You can apply for the Private Capital Client Service Analyst position at MSCI directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about MSCI on their website.