Implementation Specialist (Monterrey)

Implementation Specialist (Monterrey)

09 sep
|
MSCI
|
Monterrey

09 sep

MSCI

Monterrey

The Implementation Specialist works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. They will work directly with the Implementation team to facilitate onboarding client investment data onto our platform. Primary responsibilities include creating processes to intake complex investment data, and direct interaction with institutional clients. Implementation Consultants demonstrate a high attention to detail, confidence, and entrepreneurial mindset. Candidates should be comfortable working in a team environment, while also juggling multiple priorities on tight deadlines.

Your Key Responsibilities

· Build out client's portfolio hierarchy(s) and fund manifests which can include UDF and commitment creation · Create templates to integrate new client's historical accounting data · Validate historical fund level market values, transactions, and returns against client's performance provider. Triage and remediate differences and be able to document and explain potential cause(s) of differences · Enter and modify liquidity terms based on client feedback · Communicate with clients to coordinate project deadlines and to answer questions they have on the onboarding process/deliverables · Assist in maintaining project management documentation to track exposure maintenance, manager communications, and project timeline · Assist in the creation of client fact sheets and other client specific documentation to prepare client for BAU service · Train new employees on data team processes · Work with our data engineering team to set up client accounting and exposure feeds from custodial banks · Coordinate with development and client solutions team to assist with client requests or platform bugs

Your skills and experience that will help you excel

· 1-3 years of experience · Candidate must exhibit strong financial and analytical skills · Candidate must be client service oriented and demonstrate an ability to problem solve · Partnership or investment accounting experience is a plus · Technology proficiency is essential, advanced Microsoft Excel skills are required · Strong communication skills, including the ability to speak and write in English with a high degree of fluency · Ability to handle multiple tasks, meet reporting deadlines, and demonstrate flexibility with delivery of assignments · Bachelor's degree in Accounting, Finance, or Mathematics is preferred but not required · Knowledge of VBA, SQL, or other programing languages is a plus

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 integral 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.





At MSCI we are passionate about what we do, and we are inspired by our vision - to power better 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

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 [email protected] 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.

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

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Data and Operations

Providing high-quality data at scale, that fuels our indexes, analytics, research and client solutions.

Private Assets

Bring integrated intelligence to private markets

MSCI provides integrated intelligence for private markets, bringing together data, indexes and analytics across the full spectrum of private asset classes.

Quotes from Xavier Fernandez, Shobana Rocque, Shelah Marie Recide

“What excites me the most are the projects that use both the creative and the logical sides of the brain, because these are the projects that require creative solutions for operational or technological problems.

Xavier Fernandez Data and Operations

““When your talent is recognized, you’ll have many opportunities to grow, and a big part of that is feedback and mentoring.

Without the feedback I received, both positive and constructive, I wouldn’t have become the leader I am today. It really molded me to become a leader, because it gave me exposure and helped me learn about strategy and communication.” Shobana Rocque Data and Operations





“Knowledge is passed from one person to the next to achieve the common goal of learning more so that we can provide better and better solutions to our clients.

Shelah Marie Recide Data and Operations

Benefits

MSCI is committed to providing a competitive benefit package to you and, where applicable, your family.

Healthcare benefits, including:

- Medical Insurance
- Life Insurance
- Dental healthplan
- Vision healthplan

Financial Wellbeing benefits, including:
- Short-Term Saving Fund (Fondo de Ahorro)
- Savings Bank (Caja de Ahorro)
- Pansion Plan contribution

Development opportunities

At MSCI career paths are multi-directional, and we believe that new and challenging experiences drive both professional growth and business success.

Everyone here is responsible for leading their own development and we’re here to support and guide you every step of the way. Whether that means deepening your expertise, moving across teams, or stepping into leadership, you’ll have access to internal mobility, learning and skills development, stretch opportunities and mentoring.

Monterrey

Equus Torre Norte
Av. Ricardo Margain #444, Piso 8
Colonia Valle del Campestre
San Pedro Garza García, NL
C.P. 66268 Monterrey
Mexico

Our Monterrey office is next to the Arboleda District, close to the city center, with an amazing view of the Chipinque and Cerro de la Silla mountains. Almost all our functions are represented here, with the Sales and Relationship Management, Technology and Data Operations teams having the largest presence. Our local employee-led committees hold regular social activities for everyone, and you’ll also benefit from a variety of collaboration spaces, wellness rooms, a cafeteria and free parking. .

Recruitment process

Apply online

First, click Apply and upload a CV that shows us the skills and passion you could bring to this role, as well as your contact details so we can reach out to you.

Talk to our recruiter

If you look like a good match, our recruiters will arrange a chat where we’ll ask about your motivations, experience, and background, and where you can ask us anything you want to know about working at MSCI.

Interview with our team

If you like what you hear, and we think you have what we need, then it’s time to interview with your future team, either virtually or in the office. These interviews will give you a clear insight into the team and the day-to-day responsibilities of the role. Read .

Make your decision

If you’re successful, we’ll make you an offer and give you any further information you need to help you make your decision. If the answer is yes, it’s time for some background checks, and then we’ll welcome you on board. Learn more about our .

Implementation Specialist

Job Reference:

2026-5465

Location:

Monterrey

Category:

Data and Operations

Solution:

Private Assets

Job Level:

Associate

Job Type:

Full-Time

Role Category:

Hybrid

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📌 Implementation Specialist (Monterrey)
🏢 MSCI
📍 Monterrey

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