Indexed Investing and Model Portfolio Specialist
Indexed Investing and Model Portfolio Specialist
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Job Description
Your Team Responsibilities
The team is tasked with educating professional indexed investors at wealth management home offices and model portfolio providers about MSCI indexes used in popular product wrappers such as ETFs and Direct Index SMAs. In addition the team is responsible for growing the MSCI Americas Wealth Segment by referring subscription-oriented opportunities to colleagues in the coverage organization.
The team also plays a critical role in advancing the adoption of MSCI Wealth a comprehensive suite of portfolio management solutions designed to help wealth management firms personalize portfolios at scale. Leveraging MSCIs expertise in risk analytics sustainability data climate technology and private capital insights the team partners with firms to deliver the personalized experiences investors demand unlocking opportunities for long-term business growth.
Your Key Ressponsibilities
- Expand awareness and use of MSCI indexes ETFs Direct Index SMAs and the broader suite of MSCI Wealth solutions.
- Educate professional index-based investors on the advantages of MSCI market cap and investment thesis indexes as well as tools for portfolio personalization at scale.
- Partner with ETF sponsors and other investment organizations offering financial products linked to MSCI indexes.
- Contribute to MSCIs Wealth value proposition through preparation and delivery of educational presentations thought leadership and strategic content. Understand various client segments and shape content and delivery as applicable.
- Develop relationships with senior investment professionals including CIOs asset allocation committees portfolio managers due diligence staff and product creators at wealth management firms in the United States.
- Collaborate with wealth management organizations to launch Direct Index SMAs and leverage MSCI Wealth capabilities for portfolio construction management and sales enablement.
- Identify opportunities to expand existing MSCI relationships and create new ones within the wealth management space to meet and exceed MSCI commercial objectives.
- Answer detailed client inquiries about MSCI content and methodologies including portfolio management tools custom indexing and private assets evaluation.
Your skills and experience that will help you excel
- Bachelors Degree ; CFA charter holder/CAIA designation strongly preferred.
- 6-8 years of experience in the financial services industry.
- Minimum of 3-4 years of direct sales or relationship management experience with a proven record of accomplishment.
- Technical investment expertise including outstanding knowledge of ETFs SMAs and their competitive landscape as well as an in-depth understanding of capital markets and the impact of economic factors.
- A digital and data-driven mentality to develop and carry out a strategic business plan including the adoption of technologies that improve efficiency and lead to an enhanced client experience.
- Superior communication presentation and interpersonal skills coupled with excellent listening skills and a natural inclination to focus on meeting client needs.
- Strong analytical and quantitative skills.
- Solutions-oriented mindset with a deep understanding of global markets investment strategy and the use of indexes in the investment process (asset allocation benchmarking portfolio attribution reporting etc.).
- Proven track record in client-facing success and relationships with home office staff at wealth management organizations and model portfolio builders.
- Familiarity with MSCI Wealths comprehensive offerings including tools for portfolio construction management and sales enablement.
- Great networking and interpersonal skills.
- Innovative entrepreneurial client-centric thinker with a strong consultative sales drive.
About MSCI
What we offer you
Salary range: $142000 - $185000 /year plus eligible for annual bonus.
- 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 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 Womens Leadership Forum.
At MSCI we are passionate about what we do and we are inspired by our purpose to power better investment decisions. Youll 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 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
