Total Plan Client Service Associate
Total Plan Client Service Associate
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Job Description
Your Team Responsibilities
The Client Service Associate provides product support to clients and prospects. Through hands-on training and exposure to MSCIs Private Assets 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 institutions 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.
Your Key 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
- Lead client calls and platform training sessions
- Coordinate with teams internally to help shape the product roadmap validate platform behavior and on other projects as needed
- Maintain positive team-oriented attitude while motivating others
- Established the teams 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
- Bachelors degree (Finance Economics or similar field a plus but not )
- 2-5 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
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 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.
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Required Experience:
IC
Employment Type
Full-Time
