The Client Analyst provides product support to clients and prospects. Through hands‑on training and exposure to MSCI’s PrivateAssets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills. This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutional allocators, with multi‑asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities. Core Responsibilities Acquire a thorough understanding of the Total Plan Manager 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 Bachelor’s degree (Finance, Economics, or similar field a plus, but not required) 0-2 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 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 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 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. #J-18808-Ljbffr
Total Plan Manager Client Service Analyst
MSCI INC
nuevo león, nuevo león
Publicado hace 21 días
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