LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Managed Services Associate

ExperiencedNo visa sponsorship
MSCI logo

at MSCI

Other

Posted 2 days ago

No clicks

**Managed Services Associate** Leverage your investment finance acumen and AI fundamentals as a Managed Services Associate. You'll lead client relationships for MSCI risk management software, ensuring accurate and timely data uploads and reports. AI-driven automation initiatives will be a key drive, utilizing tools like Excel, Python, and generative AI. Collaborate globally, proactively managing projects, and contributing to operational enhancements. Ideal fit: financial investment domain experience (2+ years), AI/ML familiarity, and strong communication skills.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Mexico

Full Job Description

Your Team Responsibilities

This position is best suited for a results-driven, self-starter with a strong work ethic and interest in the Investment Finance field, combined with a genuine curiosity and foundational knowledge of Artificial Intelligence and data automation. You will have a unique opportunity to work with a cross-functional global team, build professional connections, and learn the business model and the intricacies of this industry.

The main role for this position is to manage the client's relationship for data loading, reconciliation, and risk reporting for their license to MSCI risk management software, while actively contributing to AI-driven automation initiatives that enhance operational efficiency.

Your Key Responsibilities

  • Ensure complete and timely upload of client portfolios into MSCIs proprietary Risk Management products, namely BarraOne and RiskManager.
  • Generate Reconciliation and Quality Assurance reports post-upload of client portfolios and carry out preliminary checks for correctness of the data upload.
  • Support the Managed Services team in their day-to-day tasks, ensuring quality and timeliness of regular deliverables.
  • Contribute to AI and automation initiatives by identifying manual, repetitive workflows and proposing AI-assisted or scripted solutions to enhance operational speed and accuracy.
  • Leverage IT skills (Excel, VBA, and/or Python) to develop automated solutions optimizing client-specific workflows; knowledge of scripting or coding languages is a plus.
  • Use AI tools (e.g., generative AI assistants, prompt engineering, LLM-based workflows) to support data analysis, report generation, and client communication drafting.
  • Set meetings with clients and internal teams to develop production enhancements and reduce manual effort through intelligent automation.
  • Create and update custom reports for internal purposes to ensure best practices are consistently applied across all clients.
  • Gradually gain a deep understanding of Risk Financial Management and Performance Analytics methodologies.
  • Understand the analytics behind different MSCI products and develop deep knowledge of their capabilities and data requirements.
  • Work collaboratively with clients to resolve issues, maintain relationships, and identify opportunities to improve service delivery using technology.
  • Collaborate across global time zones as part of a global team; shift timings may occasionally be earlier or later than regular office hours.

Your skills and experience that will help you excel

  • Understanding of global financial markets, financial instruments, and investment risk management principles.
  • Working knowledge of AI concepts and tools, including familiarity with generative AI platforms, large language models (LLMs), or AI-assisted analytics required.
  • Foundational scripting ability in Python, VBA, or SQL to support data automation initiatives, coding language experience is a plus.
  • Good knowledge of Excel and data manipulation techniques.
  • Proactive mindset toward identifying opportunities to apply AI and automation to improve processes.
  • Strong verbal and written communication skills in English.
  • Strong organizational skills with the ability to manage multiple projects under tight deadlines.
  • Ability to work efficiently with diverse cultures on a global team.
  • A self-starter, self-learner, and highly motivated individual who takes initiative independently and within a team.

Desired Experience

2+ years of experience in the financial investment domain, financial data management, or a related technology/operations function.

Desired Qualifications

  • Bachelors degree in Economics, Actuarial Science, Finance, Computer Science, Data Science, or a similar field.
  • Exposure to AI/ML tools, platforms, or coursework (e.g., machine learning fundamentals, prompt engineering, automation workflows).
  • Familiarity with statistical or scripting software such as Python, MATLAB, R, or similar an added plus.
  • Candidates pursuing certifications such as CFA, FRM, or CAIA will have an added advantage.
  • Interest in or completion of AI-focused certifications or online courses (e.g., Coursera, AWS AI/ML, Google AI Essentials) is welcomed.

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 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 Womens Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision to power better decisions. Youll 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

Data and Operations

Providing high-quality data at scale, that fuels our indexes, analytics, research and client solutions.

Find out more...

Analytics

Shape our industry with powerful analytics

Our advanced analytics solutions are designed to equip our clients with a clearer view of risk and return and power better investment decisions across strategies and asset classes.

Find out more...

Managed Services Associate

Compensation

Not specified

City: Not specified

Country: Mexico

MSCI logo
Other

2 days ago

No clicks

at MSCI

ExperiencedNo visa sponsorship

**Managed Services Associate** Leverage your investment finance acumen and AI fundamentals as a Managed Services Associate. You'll lead client relationships for MSCI risk management software, ensuring accurate and timely data uploads and reports. AI-driven automation initiatives will be a key drive, utilizing tools like Excel, Python, and generative AI. Collaborate globally, proactively managing projects, and contributing to operational enhancements. Ideal fit: financial investment domain experience (2+ years), AI/ML familiarity, and strong communication skills.

Full Job Description

Your Team Responsibilities

This position is best suited for a results-driven, self-starter with a strong work ethic and interest in the Investment Finance field, combined with a genuine curiosity and foundational knowledge of Artificial Intelligence and data automation. You will have a unique opportunity to work with a cross-functional global team, build professional connections, and learn the business model and the intricacies of this industry.

The main role for this position is to manage the client's relationship for data loading, reconciliation, and risk reporting for their license to MSCI risk management software, while actively contributing to AI-driven automation initiatives that enhance operational efficiency.

Your Key Responsibilities

  • Ensure complete and timely upload of client portfolios into MSCIs proprietary Risk Management products, namely BarraOne and RiskManager.
  • Generate Reconciliation and Quality Assurance reports post-upload of client portfolios and carry out preliminary checks for correctness of the data upload.
  • Support the Managed Services team in their day-to-day tasks, ensuring quality and timeliness of regular deliverables.
  • Contribute to AI and automation initiatives by identifying manual, repetitive workflows and proposing AI-assisted or scripted solutions to enhance operational speed and accuracy.
  • Leverage IT skills (Excel, VBA, and/or Python) to develop automated solutions optimizing client-specific workflows; knowledge of scripting or coding languages is a plus.
  • Use AI tools (e.g., generative AI assistants, prompt engineering, LLM-based workflows) to support data analysis, report generation, and client communication drafting.
  • Set meetings with clients and internal teams to develop production enhancements and reduce manual effort through intelligent automation.
  • Create and update custom reports for internal purposes to ensure best practices are consistently applied across all clients.
  • Gradually gain a deep understanding of Risk Financial Management and Performance Analytics methodologies.
  • Understand the analytics behind different MSCI products and develop deep knowledge of their capabilities and data requirements.
  • Work collaboratively with clients to resolve issues, maintain relationships, and identify opportunities to improve service delivery using technology.
  • Collaborate across global time zones as part of a global team; shift timings may occasionally be earlier or later than regular office hours.

Your skills and experience that will help you excel

  • Understanding of global financial markets, financial instruments, and investment risk management principles.
  • Working knowledge of AI concepts and tools, including familiarity with generative AI platforms, large language models (LLMs), or AI-assisted analytics required.
  • Foundational scripting ability in Python, VBA, or SQL to support data automation initiatives, coding language experience is a plus.
  • Good knowledge of Excel and data manipulation techniques.
  • Proactive mindset toward identifying opportunities to apply AI and automation to improve processes.
  • Strong verbal and written communication skills in English.
  • Strong organizational skills with the ability to manage multiple projects under tight deadlines.
  • Ability to work efficiently with diverse cultures on a global team.
  • A self-starter, self-learner, and highly motivated individual who takes initiative independently and within a team.

Desired Experience

2+ years of experience in the financial investment domain, financial data management, or a related technology/operations function.

Desired Qualifications

  • Bachelors degree in Economics, Actuarial Science, Finance, Computer Science, Data Science, or a similar field.
  • Exposure to AI/ML tools, platforms, or coursework (e.g., machine learning fundamentals, prompt engineering, automation workflows).
  • Familiarity with statistical or scripting software such as Python, MATLAB, R, or similar an added plus.
  • Candidates pursuing certifications such as CFA, FRM, or CAIA will have an added advantage.
  • Interest in or completion of AI-focused certifications or online courses (e.g., Coursera, AWS AI/ML, Google AI Essentials) is welcomed.

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 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 Womens Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision to power better decisions. Youll 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

Data and Operations

Providing high-quality data at scale, that fuels our indexes, analytics, research and client solutions.

Find out more...

Analytics

Shape our industry with powerful analytics

Our advanced analytics solutions are designed to equip our clients with a clearer view of risk and return and power better investment decisions across strategies and asset classes.

Find out more...