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 Liquid Market and Private Capital data within 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. The Client Service Analyst is responsible for managing, reviewing, and resolving fund level data queries in accordance with established service level agreements and precision standards for Total Plan clients.

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 data support, addressing fund level data inquiries from clients via email or virtual calls.

• Coordinate with teams internally to achieve end to end fulfillment of requests. This involves determining and defining each project plan, as well as scoping and objective setting for each client involving all relevant stakeholders and ensuring technical feasibility.

• Support the smooth execution of clients’ transparency data requirements, including managing custom data needs, troubleshooting data latency, data sourcing identification and system technical issues.
• Proactively examine all data, processes, and technologies to evaluate the current state and critical problems for clients.

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

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.

• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, 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 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 global 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.

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 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 Disability.Assistance@msci.com 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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