Total Plan Manager Client Service Associate

Your Team Responsibilities

The Client Service Associate 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 the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi‑asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

Your 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 product support, addressing product‑related inquiries from clients
• Lead client calls and platform training sessions
• Coordinate with teams internally to help shape the product roadmap, validate platform behavior, and on other projects as needed
• Maintain positive, team‑oriented attitude while motivating others
• Established the team’s go‑to resource for a specific platform functionality
• Able to complete majority of requests (including those on technical topics) without team intervention

Your skills and experience that will help you excel

Your skills and experience that will help you Excel

• Bachelor’s degree (Finance, Economics, or similar field a plus, but not required)
• 2-5 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 toward CFA, CAIA, CIPM, or FRM a plus
• Training, consulting, or client presentation experience a plus, but not required

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 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 Ver el correo electrónico en click.appcast.io 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 Ver el correo electrónico en click.appcast.io 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.