Managed Services Specialist - Analyst

at  MSCI Inc

YOUR SKILLS AND EXPERIENCE THAT WILL HELP YOU EXCEL

• At least 1 year of relevant experience in client-facing roles in the financial services industry
• Strong analytical, communication, organizational and time management skills
• Self-reliant, detail-oriented and a fast learner
• Excellent in team-work and collaboration
• Knowledge of and experience with a variety of information technologies is preferred
• Excellent verbal and written communication skills
• 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
• Technically adept in Python and SQL scripting
• Bachelor’s Degree in mathematics, physics, engineering, economics or similar subjects help
• Certifications or graduate degrees: M.Sc., MBA, CFA, FRM is a plus

YOUR TEAM RESPONSIBILITIES

The MSCI Analytics Managed Services team is composed of experienced professionals that provide first tier ongoing services to our Risk Management clients around the world. Currently, the Global Analytics Managed Services team is present in the following locations: New York, Monterrey, Budapest, Mumbai, Manila.
Team members who work on Managed Services Projects are responsible for providing support and solutions to a wide variety of reporting, methodology, regulatory, usage and technical needs.
Specialists work directly with clients across all market segments including asset owners, asset managers, hedge funds, banks, brokers, wealth managers, and pension plans. The Specialist will monitor and analyze client portfolio data and work with the client throughout the on-boarding and ongoing process. MSCI’s Specialists support client with our risk and analytics products, which are integrated into the client’s investment process.
The Analytics Managed Services Specialist will gain competencies in data modeling, portfolio reconciliation and reporting. As a specialist, she will work with several clients simultaneously in virtual teams, along with Solutions Team, Implementation Team, Product Team, Data Team and Risk Consultants.

YOUR KEY RESPONSIBILITIES

• 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 and databases
• 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 client’s portfolio.
• Advising and assisting 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
• Monitoring and Controlling workflow to ensure proper set up of client configuration files with proper rules for terms and conditions enrichment of portfolio data
• Assisting clients with reviewing the accuracy and quality of our risk and compliance reports, 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 analysis on reject remediation and MV reconciliation activities and also provide investigation results on jumps found in risk statistics and other analytical numbers
• Providing initial levels of training on the usage of our products to new resources at client’s end.
• Act as a liaison and source of feedback directly to Sales & Consultants, Research, Product Management, Finance and Product Delivery groups
• Helping the Sales team in determining the Implementation needs of the client and required contractual agreements
• Work on Agile projects aimed at innovation and continuous improvement of our global practices