**Sales and Relationship Management**:
Build and maintain our client relationships, helping to find solutions to their complex needs.
- ** 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
- ** 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.
- 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.
**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**- Quotes from Emilia Marton, Anja Ludzuweit, Dorottya Bruszt
Working in ESG makes you feel you are a part of something that makes a difference.
**Emilia Marton** **|** Sales and Relationship Management
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Zurich's founder of the Women's Leadership Forum (WLF) discusses the intersectionality of inclusivity and why change is important, even when you don't think you need it.
**Anja Ludzuweit** **|** Sales and Relationship Management
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No matter how good you are at your job, in order to succeed and advance in your career, you need visibility. That's where grassroots groups, organized and run by members of MSCI from all over the world come in.
**Dorottya Bruszt** **|** Sales and Relationship Management
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**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
Grocery Coupons/Meal Vouchers
Short-Term Saving Fund (Fondo de Ahorro)
Savings Bank (Caja de Ahorro)
Pension Plan for Retirement
Leaves of Absence, including vacation, parental, sickness and funeral/bereavement leave
**Development opportunities**:
- Guided by your manager, our learning and development opportunities empower you to perform at your best, make and impact and shape your career.**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 am