Client Solution Specialist
MSCI
Monterrey, Mexico
hace 3 días

Your Team responsibilities

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 Client Solutions Specialist team is present in the following locations : New York, Boston, Chicago, Budapest, Monterrey, Manila and Mumbai.

The Client Solutions Specialist 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 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

  • 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
  • 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

  • 5-10 years (Senior Associate) or 2-5 years (Associate) of relevant experience
  • 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
  • Experience in client-facing role in the financial services industry
  • Experience with Financial Risk or Portfolio Management systems
  • 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
  • bachelor’s degree in mathematics, Engineering, Economics, Information Systems or other similar subject is preferred
  • Post graduate qualification in Finance (M.Sc. / M.B.A. / P.G.D.M.), CFA, FRM, PRM etc. is beneficial
  • About MSCI and our teams :

    MSCI is a market leader in Global Indexes, Smart Beta, ESG and Risk Management, and is at the forefront of the secular trends dominating the financial services landscape today.

    We are committed to the future sustainability and transparency of the financial markets. We create innovative products and services that allow our clients to make more informed investment decisions, and we provide investors with critical performance measurement and risk management data and analytics.

    Click here to see what we do (link to MSCI brochure)

    Our values define the working environment we strive to create. We are inclusive, we champion bold ideas, we always pursue excellence, and always act with integrity.

    Personal accountability and responsibility are key to success, and we always work as a team to remain client centric.

    MSCI is committed to developing a culture and workforce that reflects the clients and communities in which we operate. Increasing our diversity expands our talent pool which helps to accelerate innovation in all we do.

    We especially encourage members of historically underrepresented groups to apply, including women, ethnic minorities and those in the LGBTQ community.

    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.

    MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. 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 pregnancy / maternity leave), veteran status, or any other characteristic protected by law.

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