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, and recurring stakeholder meetings, providing strategic guidance and introducing advanced product capabilities aligned with clients' evolving needs.
Identify opportunities to improve client workflows and internal service processes, driving operational efficiencies and enhancing the overall client experience.
Partner closely with Product, Engineering, Sales,



and Client Coverage teams to communicate client feedback, influence product enhancements, and advocate for client priorities.
Contribute to strategic account planning, service reviews, and client success initiatives that strengthen long‐term relationships, increase product adoption, and support client retention.
Mentor and support junior team members by sharing best practices, providing coaching, and assisting with complex client escalations.
Your Skills And Experience That Will Help You Excel
Bachelor's degree required.
Degrees in Finance, Economics, Statistics, Mathematics, Engineering, or other quantitative disciplines are preferred but not required.
5–6+ years of experience in a client‐facing role within asset management, financial services, fintech, or a related industry.
Strong analytical and problem‐solving skills, with the ability to translate complex concepts into clear, actionable recommendations for clients.
Excellent organizational skills with the ability to manage multiple priorities, adapt to changing business needs, and thrive in a fast‐paced, evolving environment.
Outstanding interpersonal, presentation, and relationship management skills, with a demonstrated ability to build credibility and trust with clients and internal stakeholders.
Exceptional written and verbal communication skills in English.
Experience with portfolio analytics, performance measurement, risk analysis, private markets, or investment analytics is highly desirable.
Demonstrated ability to work effectively in ambiguous situations, proactively solve problems, and adapt quickly to changing priorities and client needs.
Progress toward or completion of a professional designation such as CFA, CAIA, CIPM, or FRM is considered a strong advantage.
Nice To Have
Experience supporting institutional investors, pension funds, endowments, foundations, or other asset owners.
Familiarity with multi‐asset portfolios, alternative investments, or private capital markets.




Experience delivering product demonstrations, client training, or consultative support for financial technology platforms.
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 general network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
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.
MSCI Inc. is an equal opportunity employer.
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 parental leave), veteran status, or any other characteristic protected by law.
MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities.
If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email and indicate the specifics of the assistance needed.
Please note, this e‐mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.
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📌 Total Plan Client Service Senior Associate (Monterrey)
🏢 Msci
📍 Monterrey