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Client Consultant
MSCI
San Francisco, CA, United States
Job Details - this job has expired, please see similar jobs below
POSITION OVERVIEW:
As the Analytics Client Consultant you will act as a trusted advisor to our clients. You will have responsibility and ownership of the client relationship, and look to develop deep linkages with key personnel and deliver service that is personalized, high quality, and strongly valued by the client. As a Consultant you will help clients make best usage of our products within their investment process and business goals. As a Consultant you are rewarded by high client satisfaction resulting in a high retention rate and opportunities to grow the client relationship. You will be an industry expert that clients rely upon to get the most value out of MSCI products and services.
You will be responsible for a book of clients in a client facing role, supporting a suite of portfolio and risk management analytics products and services. These responsibilities will include sharing best practices on risk management and portfolio construction, explaining complex analytics applied to equity, fixed income, and multi-asset class portfolios, and partnering with the sales team to provide expertise in client engagements.
RESPONSIBILITIES:
• Manage a portfolio of clients with a focus on product usage, analytics support, and account renewal and retention
• Support the client through providing Best Practices guidance on portfolio construction and optimization, and risk management
• Own the client relationship and client experience through frequent on-site visits and interaction
• Proactively engage the client to deepen the relationship across all levels of the client institution
• Work with other MSCI teams to ensure that all clients requests/inquiries are managed appropriately
• Training and educating clients on MSCI portfolio and risk management analytics applications and underlying models and methodologies
• Identify opportunities to increase client usage of our products and identify new users
• Identifying potential up-sell opportunities from our existing client base
• Keep the client informed of our product roadmap with a focus on the benefits of our product development to their business goals
• Proactively solicit and reflect client business and analytics requirements and needs to product management
• Present at workshops, seminars, and webinars
DESIRED EXPERIENCE AND QUALIFICATIONS:
Successful candidates will have a thorough knowledge of multi-factor models, portfolio construction and optimization, highly quantitative skills, and experience in portfolio and risk management. Successful candidates must also be adaptable and be capable of working with and leading internal cross-functional teams to solve clients’ problems and must be able to represent MSCI at all levels of client management; including client senior executives, portfolio managers, risk managers, traders, researchers, and IT staff
• 7+ years of working experience in portfolio management and portfolio construction, risk management, quantitative/proprietary trading, and/or quantitative research specifically in a portfolio or risk management function
• Very strong analytic and quantitative skills
• Superior written and verbal communication skills
• Client relationship management experience with a proven record of accomplishment and experience in the financial services industry
• Strong time management skills with the ability to handle multiple projects
• Experience at a hedge fund, asset manager, bank, financial technology firm, or broker dealer a plus
• Highly motivated self-starter with the ability to work individually or within a team
• Someone who enjoys intellectual and analytical challenges
• Bachelor's Degree required preferably with a finance/engineering/quantitative background or equivalent experience
• Master's Degree in a business or quantitative field preferred
• Professional qualifications such as CFA charter holder, FRM (Financial Risk Manager) a plus
• Experience with Barra risk models and applications a plus
ABOUT MSCI
For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.
MSCI serves 98 of the top 100 largest money managers, according to the most recent P&I ranking.
For further information on MSCI, please visit our web site at
www.msci.com
Due to the great number of applications we receive for each of our open vacancies, we are unable to respond on an individual basis.
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.