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45 MSCI Jobs
Associate - Presales Specialist
MSCI
posted 10d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
The EMEA Presales team contributes to the success of sales and associated revenue generation within the RMA and PMA segment by generating and delivering analytical output during the benefits positioning stage of the sales cycle; focusing on functional positioning, product differentiation and a client driven pitch - a prerequisite to shorten the sales cycle and influence commercial negotiations.
Your Key Responsibilities - Client supplied portfolio/market data analysis and identification of data deficiencies / discrepancies
- Converting and loading client portfolios in the application and executing on standard methodologies for complex instrument types
- Running (market / risk) reconciliation reports to ensure that clients investments strategies are accurately represented in the application
- Liaising with prospective clients to understand the nature of their portfolios and investment strategies
- Liaising with sales and clients for timely retrieval of portfolio/ investment/market data and managing expectations on the analysis that can be presented
- Providing feedback and recommendations to Junior Presales on the data analysis presented to ensure high quality usage of client data
- Understanding prospects investment strategies and ensuring that portfolios are accurately modeled using MSCI Risk and Performance Analytical tools
- Analyzing portfolio risk and performance, generating reports, presentations and commentaries to help position the benefits of MSCI Risk and Performance tools
- Proactively implementing custom/workaround solutions to meet client expectations
- Handover of analytical output generated to Sales Specialists to aid demos and ongoing interactions
- Conducting application demos and presenting analytical results directly to prospects
- Responding to prospective client queries and generating follow up analysis
- Training prospects during the trial phase on the application, methodologies and reporting and educating prospects on how they can utilize MSCI Risk and Performance tools to meet their business requirements
- Pricing models, Value-at-Risk
- 2-5 yrs of relevant experience
- Strong Bachelor Degree in Mathematics, Physics, Engineering, Economics or similar subject
- Additional qualifications in CFA (US) and/or FRM would be a plus, for candidates looking for rapid career development.
- Excellent verbal and written communication skills.
- Excellent Excel (Macro/VBA experience will be an advantage) and Powerpoint Skills
- Strong organizational skills with the ability to handle multiple projects under tight, short-term deadlines whilst managing client expectations.
Employment Type: Full Time, Permanent
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What MSCI employees are saying about work life
based on 273 employees
Flexible timing
Monday to Friday
No travel
Day Shift
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