FP&A Investments & Expense Specialist

Your Team Responsibilities

This role serves as a key contributor in identifying strategic areas for Internal Capital Allocation (ICAP), performance measurement, and expense management within MSCI's core product lines. The successful candidate will be an integral part of the FP&A team, reporting to a Executive Director responsible for strategically tracking investments, establishing robust controls, and enhancing transparency in investment processes. The role also involves managing critical management reporting, including presentations for the Board of Directors. Strong stakeholder management, collaboration, and organizational skills are essential for success in this position.

This position offers a unique opportunity to play a critical role in shaping MSCI’s financial strategies while driving impactful decision-making across the organization.

Your Key Responsibilities

Internal Capital Allocation: Oversee ICAP for product lines, identifying optimal investment opportunities and reporting insights to senior management.

Expense Management: Monitor, analyze, and report expenses across multiple levels, ensuring alignment with strategic goals.

Investment Tracking: Evaluate the cost-benefit analysis of investments, coordinating with stakeholders to ensure justifications are robust and well-documented.

Performance Analysis: Develop and maintain financial models in Excel to track product performance, providing actionable insights and key takeaways for business leaders.

Influence and Decision Support: Support decision-making by articulating data-driven rationales to influence relevant stakeholders.

Management Reporting: Ensure accuracy and control over ICAP reporting in critical management materials, including Board presentations, Quarterly Financial Reviews, Strategic Updates, and Business Reviews.

Efficient Delivery: Deliver high-quality, precise outputs within tight deadlines, demonstrating accountability and independence.

Team Collaboration: Work independently on specific deliverables while contributing collaboratively to larger team initiatives with a cooperative mindset.

FP&A Expertise: Provide support for budget and forecasting processes, addressing inquiries with strong financial acumen.

Standardization and Automation: Drive the standardization and automation of reporting processes across various segments and functions.

Presentation Skills: Create and deliver impactful presentations, leveraging advanced PowerPoint and Excel skills.

Your skills and experience that will help you excel

• Experience:
  • Minimum of 10+ years in Financial Planning & Analysis.
  • Proven experience in financial analysis within a professional business environment.

• Education:
  • Professional qualifications such as CA or MBA in Finance are strongly preferred.
  • Bachelor’s Degree in Finance or Accounting is required.

• Technical Skills:
  • Advanced proficiency in MS PowerPoint and Excel.
  • Strong analytical capabilities and the ability to manage complex data sets.

• Stakeholder Management:
  • Demonstrated ability to collaborate with and influence senior stakeholders effectively.

• Soft Skills:
  • Excellent communication and presentation abilities.
  • Strong organizational skills with the ability to multitask in a fast-paced, customer-focused environment.

• Leadership:
  • Prior experience managing teams is an advantage.

• Initiative and Problem-Solving:
  • A proactive, analytical thinker with a proven ability to deliver accurate and detailed financial insights independently.

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, 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 purpose – to power better investment 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 is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. 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