Financial Data Associate - Transformation & Onboarding, Liquid Markets Transparency Data

Your Team Responsibilities

Liquid Markets Transparency Data (LMTD) provides transparency data for marketable funds within MSCI’s Private Capital Solutions product line. We are at a pivotal moment: automation here is not a catchphrase but a carefully planned transformation that is already underway. We are now looking to add capacity so we can move more work, at greater pace, without trading away quality. You would be joining a team that is actively reshaping how this data is captured, validated, and delivered – with a direct hand in that change.

The Financial Data Associate within the Liquid Markets Transparency Data team is a hybrid role by design: roughly half the work is hands-on data processing, onboarding and client support, and half is transformation – applying AI and automation to make that work faster, more accurate, and more scalable. On the transformation side, the Financial Data Associate uses AI tools and automation to improve the speed, accuracy, and scale of how positions and exposures data is captured, validated, and delivered, and is expected to adopt and help refine these tools as part of day-to-day work. On the processing side, the Associate manages, reviews, and resolves queries on positions and exposures data (within funds and portfolios) in accordance with established SLAs and precision standards, and provides support to clients. This includes ongoing work status and update reporting to multiple channels, project management and coordination of supplemental data research programs, ad-hoc client- or product-driven data reconciliation, data optimization, and new tooling and feature integrations.

Your Key Responsibilities

• Acquire a thorough understanding of the Total Plan Manager platform with a focus on Liquid Market and Private Capital transparency data, as well as the broader MSCI Private Capital Solutions suite, and how our products fit into client’s organizations and their processes.
• Use AI-assisted tools (e.g. large language models, automated extraction and reconciliation platforms) to accelerate the capture, transformation, and quality review of positions, and exposures data, while applying sound judgment to validate outputs and escalate exceptions.
• Identify opportunities to apply AI and automation to recurring data tasks, and partner with internal teams to pilot, refine, and scale these solutions responsibly.
• Develop and maintain up-to-date knowledge of the asset management industry to deliver creative solutions to our clients. Provide best practices and work with clients to develop their system use strategy.
• Provide first-tier data support, addressing fund-level data-related inquiries via email and Microsoft Teams meetings for key clients.
• Coordinate with teams internally to achieve end to end fulfillment of requests. This involves determining and defining each project plan, scoping, and objective setting for each client involving all relevant stakeholders and ensuring technical feasibility.
• Develop various documents, materials, and reporting templates to facilitate the successful execution of each client’s data requirements, utilizing best practices, techniques, and standards.
• Support the smooth execution of clients’ transparency data requirements, including managing custom data needs.
• Focus on bringing stakeholders across departments (e.g. Data, Engineering, Product, Consulting) to address gaps and pain-points in data fulfillment and provide ongoing maintenance and support via client service or clients directly as necessary.
• Proactively examine all data, processes, and technologies to evaluate the current state and critical problems for clients.

Your skills and experience that will help you excel

• Bachelor’s degree (Finance, Economics, Business Administration, Mathematics or similar field a plus, but not required).
• 2-4 years of experience in finance, accounting, investment, data, or operations.
• Familiarity with emerging AI and agentic tools (e.g. Claude, ChatGPT, Replit), including their use to prototype and build lightweight automations. Hands-on experience here is a strong advantage, though not a hard requirement.
• Comfort working with data automation and a willingness to learn new technologies as they emerge.
• Exceptional attention to detail and a strong commitment to accuracy when working with fund, portfolio, position, and exposure data.
• Experience with process improvement or hands-on data manipulation (e.g. querying/scripting, no-code automation) a plus.
• Strong analytical, problem-solving, organizational, and interpersonal skills.
• Strong written and verbal communication skills.
• Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus.
• Proficiency in Microsoft Excel a plus.
• Progress towards CFA, CAIA, CIPM, or FRM is a plus.
• Training, consulting, or client presentation experience a plus.

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 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.

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