**Sales and Relationship Management**:
Build and maintain our client relationships, helping to find solutions to their complex needs.
**Your Team Responsibilities**:
**About the Role**
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 Total Plan Manager product (formerly known as the Caissa Platform), 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 Total Plan Manager 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**:
**Scope and Key Responsibilities**
- Acquire a thorough understanding of the Total Plan Manager 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
**Your skills and experience that will help you excel**:
**Experience and Qualifications**
- 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
**About MSCI**:
**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.
- 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 Women's Leadership Forum.




At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions.
You'll 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 is a leading provider of critical decision support tools and services for the general investment community.
With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.
We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
**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.
**Note on recruitment scams**
- Quotes from Emilia Marton, Anja Ludzuweit, Dorottya Bruszt
Working in ESG makes you feel you are a part of something that makes a difference.
**Emilia Marton** **|** Sales and Relationship ManagementView ProfileZurich's founder of the Women's Leadership Forum (WLF) discusses the intersectionality of inclusivity and why change is important, even when you don't think you need it.
**Anja Ludzuweit** **|** Sales and Relationship ManagementView ProfileNo matter how good you are at your job, in order to succeed and advance in your career, you need visibility.
That's where grassroots groups, organized and run by members of MSCI from all ove

📌 Total Plan Client Service Analyst (Monterrey)
🏢 Msci
📍 Monterrey