Your Team Responsibilities
Position Overview
The MSCI Analytics Solutions Delivery team is composed of experienced professionals that provide first tier services and solutions to our Analytics clients around the world.
Currently the Business Analyst team is present in the following locations: New York Boston Chicago Conshohocken Budapest Manila Monterrey and Mumbai.
The Business Analyst team is responsible for providing predominantly portfolio services and solutions to our clients to support their wide variety of analytic risk reporting methodology regulatory usage and technical needs.
Specialists work directly with clients across all market segments including hedge funds banks brokers wealth managers asset managers and pension plans. They analyze client portfolio data and work with a client throughout their on-boarding process which is organized as an implementation project that results in a solution for the client that integrates our risk and analytics products into the their investment process. Additionally the specialists work with our technology teams to define and build our client services technology infrastructure.
The Client Solutions Specialist will gain competencies in data modeling portfolio reconciliation and reporting. As a specialist they can work on several client on-boarding projects simultaneously in virtual teams along with an Implementation Manager and Risk Consultant who are dedicated to the clients as well be team members of technology data projects to onboard new third party client data providers.
Your Key Responsibilities
Scope of Responsibility
- Consulting with clients on portfolio data modeling best practices mastering and explaining the different input data formats and content requirements for all instrument and asset types and understanding the necessary terms and conditions required to describe the holdings in the clients portfolio
- Confirming data coverage for the securities and benchmarks that a client wishes to model including analyzing the requirements and working with internal teams responsible for maintaining our datasets
- Advising clients on our best practice for applying proxy information properly and to map portfolio holdings to appropriate risk factor data sets including understanding how modeling and mapping configuration choices affect the risk results delivered in our reports
- Assisting clients with data conformance and validation testing especially checking input files for proper formatting and appropriate content for modeling and using processing logs to analyze the portfolio for accuracy and completeness
- Performing workflow analysis to ensure proper set up of client configuration files with proper rules for terms and conditions enrichment of portfolio data
- Assisting clients with report design and development applying foundational understanding of analytics and reporting features in our products and of rules and methods for transforming and integrating risk analytical results into our standard reporting services
- Directly assist global clients via phone and email by providing solutions to integrate our products with their systems
- Providing initial levels of training on the usage of our products
- Source and define new third-party client data feeds from custodians and fund administrators to support client implementations. Work with the development teams to ensure the data is properly loaded in our databases for later extraction and use in our analytical systems
- Document and review client requirements with developers and user acceptance test requested service enhancements
- Act as a liaison and source of feedback directly to our Coverage Consultants Research Product Management Finance and Product Delivery groups
- Helping the Coverage team in determining the implementation needs of the client and required contractual agreements
Your skills and experience that will help you excel
Specific Knowledge/Skills
- Excellent verbal and written communication skills.
- Strong analytical communication organizational and time management skills
- Self-reliant detail-oriented and a fast learner
- Excellent in teamwork and collaboration
- Ability to handle multiple projects under tight short-term deadlines
- Good understanding of financial products is required: equities fixed income derivative products and financial risk management (market risk)
- Understanding of portfolio management theory and risk management techniques is preferred
- Knowledge of and experience with a variety of information technologies is preferred
Desired Qualifications
- 5-10 years (Senior Associate) or 2-5 years (Associate) of relevant experience
- bachelors degree in mathematics Engineering Economics Information Systems or other similar subject is preferred
- Post graduate qualification in Finance (./M.B.A./P.G.D.M.) CFA FRM PRM etc. is beneficial
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 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 Womens Leadership Forum.
At MSCI we are passionate about what we do and we are inspired by our vision to power better 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 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 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:
Senior IC
Your Team ResponsibilitiesPosition OverviewThe MSCI Analytics Solutions Delivery team is composed of experienced professionals that provide first tier services and solutions to our Analytics clients around the world. Currently the Business Analyst team is present in the following locations: New York...
Your Team Responsibilities
Position Overview
The MSCI Analytics Solutions Delivery team is composed of experienced professionals that provide first tier services and solutions to our Analytics clients around the world.
Currently the Business Analyst team is present in the following locations: New York Boston Chicago Conshohocken Budapest Manila Monterrey and Mumbai.
The Business Analyst team is responsible for providing predominantly portfolio services and solutions to our clients to support their wide variety of analytic risk reporting methodology regulatory usage and technical needs.
Specialists work directly with clients across all market segments including hedge funds banks brokers wealth managers asset managers and pension plans. They analyze client portfolio data and work with a client throughout their on-boarding process which is organized as an implementation project that results in a solution for the client that integrates our risk and analytics products into the their investment process. Additionally the specialists work with our technology teams to define and build our client services technology infrastructure.
The Client Solutions Specialist will gain competencies in data modeling portfolio reconciliation and reporting. As a specialist they can work on several client on-boarding projects simultaneously in virtual teams along with an Implementation Manager and Risk Consultant who are dedicated to the clients as well be team members of technology data projects to onboard new third party client data providers.
Your Key Responsibilities
Scope of Responsibility
- Consulting with clients on portfolio data modeling best practices mastering and explaining the different input data formats and content requirements for all instrument and asset types and understanding the necessary terms and conditions required to describe the holdings in the clients portfolio
- Confirming data coverage for the securities and benchmarks that a client wishes to model including analyzing the requirements and working with internal teams responsible for maintaining our datasets
- Advising clients on our best practice for applying proxy information properly and to map portfolio holdings to appropriate risk factor data sets including understanding how modeling and mapping configuration choices affect the risk results delivered in our reports
- Assisting clients with data conformance and validation testing especially checking input files for proper formatting and appropriate content for modeling and using processing logs to analyze the portfolio for accuracy and completeness
- Performing workflow analysis to ensure proper set up of client configuration files with proper rules for terms and conditions enrichment of portfolio data
- Assisting clients with report design and development applying foundational understanding of analytics and reporting features in our products and of rules and methods for transforming and integrating risk analytical results into our standard reporting services
- Directly assist global clients via phone and email by providing solutions to integrate our products with their systems
- Providing initial levels of training on the usage of our products
- Source and define new third-party client data feeds from custodians and fund administrators to support client implementations. Work with the development teams to ensure the data is properly loaded in our databases for later extraction and use in our analytical systems
- Document and review client requirements with developers and user acceptance test requested service enhancements
- Act as a liaison and source of feedback directly to our Coverage Consultants Research Product Management Finance and Product Delivery groups
- Helping the Coverage team in determining the implementation needs of the client and required contractual agreements
Your skills and experience that will help you excel
Specific Knowledge/Skills
- Excellent verbal and written communication skills.
- Strong analytical communication organizational and time management skills
- Self-reliant detail-oriented and a fast learner
- Excellent in teamwork and collaboration
- Ability to handle multiple projects under tight short-term deadlines
- Good understanding of financial products is required: equities fixed income derivative products and financial risk management (market risk)
- Understanding of portfolio management theory and risk management techniques is preferred
- Knowledge of and experience with a variety of information technologies is preferred
Desired Qualifications
- 5-10 years (Senior Associate) or 2-5 years (Associate) of relevant experience
- bachelors degree in mathematics Engineering Economics Information Systems or other similar subject is preferred
- Post graduate qualification in Finance (./M.B.A./P.G.D.M.) CFA FRM PRM etc. is beneficial
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 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 Womens Leadership Forum.
At MSCI we are passionate about what we do and we are inspired by our vision to power better 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 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 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:
Senior IC
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