The Implementation Consultant 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.
· 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
· 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
What we offer you
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 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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