Senior Associate - Business Analyst - Client Implementations, Analytics Job Reference: 2025-4553 Location: Monterrey Category: Sales and Relationship Management Solution: Analytics Role Category: Hybrid Apply Senior Associate - Business Analyst - Client Implementations, Analytics Share Your Team Responsibilities

Position Overview

The MSCI Analytics Solutions Delivery team is composed of experienced professionals that provide first tier services and solutions to our Analytics clients around the world.

Currently, the Business Analyst team is present in the following locations: New York, Boston, Chicago, Conshohocken, Budapest, Manila, Monterrey and Mumbai.

The Business Analyst team is responsible for providing predominantly portfolio services and solutions to our clients to support their wide variety of analytic risk reporting, methodology, regulatory, usage and technical needs.

Specialists work directly with clients across all market segments, including hedge funds, banks, brokers, wealth managers, asset managers and pension plans. They analyze client portfolio data and work with a client throughout their on-boarding process, which is organized as an implementation project, that results in a solution for the client that integrates our risk and analytics products into the their investment process. Additionally the specialists work with our technology teams to define and build our client services technology infrastructure.

The Client Solutions Specialist will gain competencies in data modeling, portfolio reconciliation and reporting. As a specialist, they can work on several client on-boarding projects simultaneously in virtual teams, along with an Implementation Manager and Risk Consultant, who are dedicated to the clients as well be team members of technology data projects to onboard new third party client data providers.

Your Key Responsibilities

Scope of Responsibility

Consulting with clients on portfolio data modeling best practices, mastering and explaining the different input data formats and content requirements for all instrument and asset types and understanding the necessary terms and conditions required to describe the holdings in the client’s portfolioConfirming data coverage for the securities and benchmarks that a client wishes to model, including analyzing the requirements and working with internal teams responsible for maintaining our datasetsAdvising clients on our best practice for applying proxy information properly and to map portfolio holdings to appropriate risk factor data sets, including understanding how modeling and mapping configuration choices affect the risk results delivered in our reportsAssisting clients with data conformance and validation testing, especially checking input files for proper formatting and appropriate content for modeling and using processing logs to analyze the portfolio for accuracy and completenessPerforming workflow analysis to ensure proper set up of client configuration files with proper rules for terms and conditions enrichment of portfolio dataAssisting clients with report design and development, applying foundational understanding of analytics and reporting features in our products and of rules and methods for transforming and integrating risk analytical results into our standard reporting servicesDirectly assist global clients via phone and email by providing solutions to integrate our products with their systemsProviding initial levels of training on the usage of our productsSource and define new third-party client data feeds from custodians and fund administrators to support client implementations. Work with the development teams to ensure the data is properly loaded in our databases for later extraction and use in our analytical systemsDocument and review client requirements with developers and user acceptance test requested service enhancementsAct as a liaison and source of feedback directly to our Coverage, Consultants, Research, Product Management, Finance and Product Delivery groupsHelping the Coverage team in determining the implementation needs of the client and required contractual agreementsYour skills and experience that will help you excel

Specific Knowledge/Skills

Excellent verbal and written communication skills. Strong analytical, communication, organizational and time management skillsSelf-reliant, detail-oriented and a fast learnerExcellent in teamwork and collaborationAbility to handle multiple projects under tight, short-term deadlinesGood understanding of financial products is required: equities, fixed income, derivative products and financial risk management (market risk)Understanding of portfolio management theory and risk management techniques is preferredKnowledge of and experience with a variety of information technologies is preferred

Desired Qualifications

5-10 years (Senior Associate) or 2-5 years (Associate) of relevant experiencebachelor’s degree in mathematics, Engineering, Economics, Information Systems or other similar subject is preferredPost graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M.), CFA, FRM, PRM etc. is beneficialAbout 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 Learning@MSCI 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 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.

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

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

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Quotes from Vincent Ku, Nitesh Rajpal, Jane Chipfakacha

“The role of my team is to help our clients configure and customize MSCI’s solutions to their unique requirements.

It’s a great collaborative effort, and a great opportunity for us to learn more about our clients’ needs.

Vincent Ku Sales and Relationship Management View Profile

“I'm a lifelong learner.

At MSCI I'm fortunate to have the company support me with continuous learning opportunities such as pursuing industry-leading certifications like CFA and FRM. I believe having the desire to learn automatically translates into professional growth and success.

Nitesh Rajpal Sales and Relationship Management View Profile

““I aim to be approachable and relatable.

I was once was fresh out of varsity without a lot of knowledge of finance, so I extend the same grace and understanding to my team. Everyone learns, communicates and connects differently and that’s what makes us stronger. My own mentor always has time to take a call from me and offer guidance, and that support has been life changing, career altering. I want to provide the same for my team.” 

Jane Chipfakacha Sales and Relationship Management View Profile 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 

Financial Wellbeing benefits, including:

Short-Term Saving Fund (Fondo de Ahorro)  Savings Bank (Caja de Ahorro) Pansion Plan contribution Development opportunities

At MSCI career paths are multi-directional, and we believe that new and challenging experiences drive both professional growth and business success.

Everyone here is responsible for leading their own development and we’re here to support and guide you every step of the way. Whether that means deepening your expertise, moving across teams, or stepping into leadership, you’ll have access to internal mobility, learning and skills development, stretch opportunities and mentoring. 

Discover more about how you can grow your career at MSCI

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 amazing view of the Chipinque and Cerro de la Silla mountains. Almost all our functions are represented here, with the Sales and Relationship Management, Technology and Data Operations teams having the largest presence. Our local employee-led committees hold regular social activities for everyone, and you’ll also benefit from a variety of collaboration spaces, wellness rooms, a cafeteria and free parking. Learn more about our Monterrey office.

Recruitment process Apply online

First, click Apply and upload a CV that shows us the skills and passion you could bring to this role, as well as your contact details so we can reach out to you. 

Talk to our recruiter

If you look like a good match, our recruiters will arrange a chat where we’ll ask about your motivations, experience, and background, and where you can ask us anything you want to know about working at MSCI.

Interview with our team

If you like what you hear, and we think you have what we need, then it’s time to interview with your future team, either virtually or in the office. These interviews will give you a clear insight into the team and the day-to-day responsibilities of the role. Read our interview top tips.

Make your decision

If you’re successful, we’ll make you an offer and give you any further information you need to help you make your decision. If the answer is yes, it’s time for some background checks, and then we’ll welcome you on board. Learn more about our onboarding experience.

Senior Associate - Business Analyst - Client Implementations, Analytics Job Reference: 2025-4553 Location: Monterrey Category: Sales and Relationship Management Solution: Analytics Job Level: Senior Associate Job Type: Full-Time Role Category: Hybrid Apply now Related roles Related Articles View All Mar 31st 2023 3 Questions with… Vincent Ku

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