Total Plan Client Service Senior Associate (Monterrey)

Total Plan Client Service Senior Associate (Monterrey)

01 ago
|
Msci
|
Monterrey

01 ago

Msci

Monterrey

Your Team Responsibilities
- Measure portfolio performance
- Monitor portfolio exposures

Overview
The Client Service Senior Associate plays a critical role in delivering an exceptional client experience for MSCI's Private Assets solutions. As a trusted advisor, you will partner with institutional investors to help them maximize the value of our investment analytics platform while building long‑term client relationships.

Through comprehensive training and hands‑on experience, you will develop deep expertise in private markets, portfolio analytics, and institutional investment workflows. This role offers a unique opportunity to combine technical product knowledge, client relationship management, and strategic problem‑solving in a fast‑paced, collaborative environment.

About the Product

This role supports Total Plan Manager, MSCI's leading investment analytics platform for institutional investors managing complex, multi‑asset portfolios across private equity, private credit, hedge funds, public markets, real assets, and other alternative investments.





Clients Rely On Total Plan Manager To
- Measure portfolio performance
- Analyze and manage investment risk
- Monitor portfolio exposures
- Model future cash flows
- Optimize strategic asset allocation
- Support critical investment and portfolio management decisions

Your Key Responsibilities
What You'll Do
- Serve as the primary relationship manager for a portfolio of institutional clients, delivering a premium service experience and ensuring timely resolution of client inquiries and complex product issues.
- Develop deep expertise in MSCI's Private Assets and Total Portfolio solutions, understanding how our products integrate into clients' investment processes and decision‑making workflows.
- Build trusted partnerships with clients by proactively sharing product enhancements, industry insights, and best practices that help them maximize the value of MSCI's solutions.
- Lead client training sessions, business reviews,

📌 Total Plan Client Service Senior Associate (Monterrey)
🏢 Msci
📍 Monterrey

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