Total Plan Client Service Analyst
at MSCI Inc
Monterrey, N. L., Mexico -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 07 Oct, 2024 | Not Specified | 08 Jul, 2024 | 1 year(s) or above | Economics,Plus,Interpersonal Skills,Training,Communication Skills,Caia,Cipm,Performance Measurement,Finance | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
Job Description - Total Plan Client Service Analyst (240000PG)
Job Number: 240000PG
Requisition Title : Total Plan Client Service Analyst
Description :
YOUR SKILLS AND EXPERIENCE THAT WILL HELP YOU EXCEL
- Bachelor’s degree (Finance, Economics, or similar field a plus, but not required)
- 1-2 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 required
Responsibilities:
YOUR TEAM RESPONSIBILITIES
The Client Service Analyst provides product support to clients and prospects. Through hands-on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills.
This role focuses on the Caissa Platform product, which is the MSCI Private Assets investment analytics platform for institutional allocators, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage the Caissa Platform 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 Caissa 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
- Support senior team members in client calls and lead platform training sessions
- Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed
REQUIREMENT SUMMARY
Min:1.0Max:2.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Economics
Proficient
1
Monterrey, N. L., Mexico
