TPM Managed Services

This is an execution-focused operations role embedded in a client-facing managed services environment. You will own the end-to-end processing validation and delivery of investment data for a portfolio of institutional clients working closely with internal technology analytics and client coverage teams. The role is structured with a clear path to team leadership as the function scales high performers will take on direct management responsibility mentor junior analysts and shape how the team operates.

The role suits someone who combines deep investment operations knowledge with strong technical capability a systematic approach to problem-solving and the ambition to grow into a people and operations manager.

• Own client data operations end-to-end:Receive review and standardize raw investment data across multiple formats; identify and resolve data quality issues before they impact downstream processing or client deliverables.
• Execute investment performance workflows:Process and validate performance calculations against client-specific methodologies ensuring accuracy and timeliness of deliverables in line with agreed SLAs.
• Build and document scalable data processes:Design structured repeatable workflows for data management and entry that can be adopted across the team with clear logic exception-handling and step-by-step documentation.
• Architect AI-enabled operational solutions:Go beyond using AI tools identify where intelligent automation can eliminate manual work reduce error rates or improve throughput; design and implement those solutions in collaboration with the technology team.
• Drive process improvement with evidence:Diagnose root causes of recurring issues propose changes with defined success criteria and track outcomes.
• Participate in client-facing activities:Contribute to client calls and status reviews with well-prepared accurate operational updates; translate client requirements into actionable internal tasks.
• Mentor and develop junior team members:As the team grows provide day-to-day guidance to analysts reviewing their work helping them resolve blockers and building their technical and operational capability.
• Contribute to team structure and capacity planning:Identify gaps in team coverage flag workload imbalances and propose how to organize work across people laying the groundwork for a formal management scope.

Required Experience & Qualifications

• 5 yearsof experience in investment operations data management performance analytics or a related financial services function.
• Demonstrated ability to work with complex investment data (e.g. multi-asset holdings private assets performance attribution) across formats and systems.
• Progress toward or completion ofCFA CAIA or CIPMis a strong differentiator
• Strong analytical and financial skills; able to identify logic errors in data pipelines and performance calculations independently.
• Client-service orientation with a track record of meeting tight reporting deadlines across multiple workstreams.
• Early indicators of leadership potential: experience coordinating work across team members onboarding peers or acting as a point of escalation within an operations function.

Technical Skills

Required:

• Advanced proficiency inMicrosoft Excelincluding complex formulas dynamic arrays and data modeling and at least one of the following:SQL Python VBA or equivalent scripting capability.
• Demonstrated experience usingAI tools in a professional context including but not limited to tools such as Claude Microsoft Copilot or similar LLM-based platforms for drafting summarizing data manipulation or workflow automation.

Strongly Preferred:

• Experiencedesigning or architecting AI-enabled workflows structuring prompts building automation pipelines or integrating AI tools into operational processes. This is a distinct and more specialized capability from day-to-day AI tool usage and will be evaluated separately.
• Familiarity with data platforms ETL tools or proprietary investment systems.
• Partnership or investment fund accounting experience.

Education

Bachelors degree preferred in one of the following fields (or equivalent practical experience):

• Finance Accounting or Economics
• Mathematics Statistics or Actuarial Science
• Computer Science or Data Science

Demonstrated technical and analytical capability matters more than specific degree title.

Career Path

This role is explicitly designed to grow into a team lead and people management the near term you will deepen your operational and technical ownership. As the function scales high performers will take on direct reports lead hiring and own delivery across a portfolio of client accounts. We are looking for someone who sees the individual contributor scope as a starting point not a ceiling.

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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