FP&A & Investments Specialist

Your Team Responsibilities

The candidate will play a key role in identifying strategic areas for internal capital allocation (ICAP), performance measurement, and expense management across MSCI's core product lines. As a crucial member of the FP&A team, they will contribute to tracking investments, strengthening controls, and enhancing transparency in investment processes. Additionally, they will oversee the consolidation and management of critical reports, including presentations for the Board of Directors. This position reports to the Vice President and requires strong stakeholder management, collaboration, and coordination skills.

Your Key Responsibilities

• Oversee internal capital allocation for MSCI product lines by identifying strategic investment opportunities and effectively reporting them to management.
• Monitor, analyze, and manage expenses at multiple levels, ensuring a clear understanding of cost structures and financial efficiency.
• Track and evaluate investments, assessing both costs and benefits through stakeholder coordination while ensuring all justifications are well-supported and critically assessed.
• Develop and maintain Excel models to proactively analyze product line performance, summarizing key insights and takeaways for business leaders.
• Influence decision-making by effectively communicating insights, providing strong rationale for recommendations, and taking end-to-end ownership of tasks.
• Ensure accurate ICAP reporting within critical management presentations, including Board Decks, Quarterly Financial Reviews, Strategy Reports, and Business Reviews.
• Ability to understand and interpret operating metrics like Sales, Run rate, Retention and its impact on the business
• Adapt swiftly to changes, delivering high-quality outputs with precision and minimal turnaround time.
• Work independently while collaborating effectively within larger teams on shared initiatives, demonstrating a strong sense of ownership and teamwork.
• Apply strong FP&A expertise to support budgeting, forecasting, and responding to queries related to financial performance.
• Drive standardization and automation of existing reports across various segments and functions to enhance efficiency.
• Leverage advanced PowerPoint skills to create high-impact management reports, ensuring clarity, professionalism, and effectiveness in executive presentations.

Your skills and experience that will help you excel

• Minimum of 7+ years of relevant experience in Financial Planning & Analysis (FP&A).
• Bachelor’s degree in Finance or Accounting is required; CA or MBA in Finance is preferred.
• Expertise in MS PowerPoint with the ability to create high-quality management reports and presentations.
• Advanced proficiency in MS Excel with strong analytical capabilities; experience with macros and large database management is a plus.
• Excellent communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels.
• Proven stakeholder management experience, demonstrating the ability to influence and collaborate across functions.
• Strong team player with a collaborative mindset and the ability to work seamlessly with colleagues.
• Extensive finance experience in a professional business environment, with a solid understanding of financial principles and reporting.
• Proactive and analytical mindset, with a strong initiative to drive improvements and optimize financial processes.

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. 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