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Private Capital Client Service Senior Associate

MSCI

Monterrey, MexicoFull TimeSeniorH-1B sponsor company
Sign in to applyVerified 1h ago
Location
Monterrey, Mexico
Employment
Full Time
Work model
On-Site
Level
Senior
H-1B history
9 approvals (FY2023)

About this role

Your Team

Responsibilities Help shape the future of private markets: Are you passionate about private markets, investment analytics, and delivering exceptional client experiences? Do you enjoy solving complex challenges while building trusted relationships with some of the world's leading institutional investors?   At MSCI, we're looking for a Sr. Associate, Client Service to become a trusted advisor for our Private Assets clients. In this role, you'll combine your investment expertise, analytical mindset, and client-facing skills to help investors unlock the full value of our industry-leading Private i platform.   You'll work alongside talented colleagues across Product, Engineering, Sales, and Consulting, influencing product innovation while helping clients make smarter investment decisions. https://careers.msci.com/life-at-msci   About Private i Private i is MSCI's flagship private assets investment analytics platform, designed to help investors manage private market portfolios with confidence. By bringing together extensive private capital datasets in one powerful platform, Private i enables clients to: Analyze the performance of individual funds and entire portfolios Measure risk across industries, regions, and strategies Benchmark portfolios against one of the industry's most comprehensive private capital datasets Gain clear, actionable insights to support better investment decisions and liquidity management Your Key Responsibilities What you'll do: As a Sr. Associate, Client Service, you'll play a critical role in ensuring our clients maximize the value of MSCI's Private Assets solutions. You will: Become a subject matter expert on the Private i platform and the broader MSCI Private Assets product suite. Partner closely with institutional investors to understand their workflows, investment processes, and business objectives. Serve as a trusted advisor, providing expert guidance and resolving complex product and analytical questions. Deliver exceptional product support and ensure timely resolution of client inquiries. Build long-term client relationships through proactive engagement, regular follow-ups, and a consultative approach. Lead platform demonstrations, onboarding sessions, and training workshops that help clients get the most from our solutions. Collaborate with Product, Engineering, and other internal teams to validate platform enhancements, influence product development, and advocate for client needs. Act as the voice of the client within MSCI while representing MSCI as a trusted partner to our clients. Your skills and experience that will help you excel What we're looking for: We're looking for someone who combines strong financial knowledge with a passion for client success and continuous learning.

Required qualifications

Bachelor's degree in Finance, Economics, Business, or a related field. 6–8+ years of experience in Financial Services, Investment Management, FinTech, or a related industry. Excellent written and verbal communication skills in English. Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment. Self-motivated, proactive, and comfortable working both independently and collaboratively. Ability to thrive in a dynamic environment, adapting quickly to changing priorities and new challenges. Experience working with global teams and collaborating across functions and regions. Strong relationship-building skills with both internal stakeholders and external clients. Deep understanding of global financial markets and institutional investors.

Preferred qualifications

Experience in one or more of the following is highly valued: Portfolio analysis or performance measurement Investment analytics or private markets Client-facing roles supporting investment technology or financial software Professional certifications such as CFA, CAIA, CIPM, FRM, or an MBA Why join MSCI? At MSCI, you'll have the opportunity to work at the

Private Capital Client Service Senior Associate at MSCI — Monterrey, Mexico | Yoinka