Total Plan Manager Client Service Senior Associate

The Client Service Senior 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. ClientsleverageTotal Plan Manager to calculate performance quantify riskmonitorexposures model futurecashflows and plan their asset allocation in addition to other critical portfolio management activities.

• Serve as the primary point of contact for assigned accounts ensuring a premium level of service and rapid resolution of client questions and challenges.
• Acquirea thorough understanding of MSCIs Private Capital Solutions product suite and how our products fit into client organizations and their processes
• Share relevant product updates and thought leadership that enables clients to fully harness MSCIs Total Portfolio and Private Assets tools.
• Lead regular trainings and recurring meetings with key stakeholders delivering transparent updates and recommending advanced features or solutions.
• Suggest and implement process enhancements that improve client satisfaction and operational efficiency.
• Act as a liaison between clients and internal teams channeling feedback to refine and evolve MSCIs Total Portfolio and Private Assets offerings.
• Contribute to service reviews and strategic service plans that reinforce value and drive client retention.
• Serve as mentor to junior team members supporting their career growth and assisting with escalations

• Bachelors degree (Finance Economics Statistics Mathematics or other quantitative fields is a plus but notrequired)
• 4-6 years of relevant experience in client-facing roles within asset management financial services and/or fintech
• Strong analytical problem-solving organizational and interpersonal skills
• Excellent English written and verbal communication skills
• Portfolio analysis performance measurement private capital or domainexpertisein investment analytics is a plus
• Track record of excelling in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
• Progress towards CFA CAIA CIPM or FRM a plus

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.

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