Index Sales Specialist

Job Reference:
2025-2770
Location:
Shanghai
Category:
Sales and Relationship Management
Solution:
Index

Your Team Responsibilities

MSCI Index Sales Team is responsible for maintaining existing client relationships, as well as new business development for all MSCI Index products. Each sales specialist within the team will focus on the positioning and closing of sales for MSCI’s standard and custom index subscription data as well as licenses for research reporting and the issuance of MSCI-linked financial products across the institutional investor community. These sales are made to our current as well as prospective clients with sales specialists utilizing their knowledge of the various departments within the client (locally and globally) to position MSCI.

The team is involved in all aspects of the account management including senior level relationship management, product presentations, contract negotiation, sales closing, product setup and delivery and work very closely with global Client Service, Product Management, Research, Legal, Operations, Finance / billing departments, and Marketing.

Your Key Responsibilities

  • Total Relationship Management involving:
  • High Level Management Contact
  • Strategic Planning with an Account
  • New Product Placement
  • Answer detailed client inquiries about MSCI products and methodologies
  • Achieve targeted revenue goals
  • Inform clients about MSCI products, announcements, projects, etc.
  • Some travel involved
  • Work with global departments (Client service, Legal, Contracts, Billing, Marketing, Product Management & Operations etc) to ensure that all client requests / inquiries are managed appropriately
  • Maintain accurate records regarding account visits, client conversations, finalized contracts, etc.
  • Proactively solicit client feedback regarding new initiatives and future product development
  • Provide feedback from clients to Marketing, Sales, Research and Product Development groups

Your skills and experience that will help you excel

  • Understanding of / experience dealing with major institutional investors e.g. Asset Managers, Bank and Wealth Managers, Broker / Dealers, and Hedge Funds, , Understanding of the Investment Management Process and global equity markets
  • Strong sales closing skills
  • A self-starter and highly motivated; ability to work individually and within a team
  • Enjoys intellectual and analytical challenges
  • Superior communication skills are required which should include English fluency (Cantonese/Mandarin are significant pluses)
  • Extensive sales experience which should include at least some history of marketing to institutional clients along with having a proven record of success
  • At least five years of experience in the financial service industry       
  • A Bachelors degree is required with an advanced degree or CFA being advantageous.

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

Quotes from Mariana Gauna, Vincent Ku, Nitesh Rajpal

“I enjoy the dynamic nature of the role, working with different teams internally to provide the best possible support to our clients.

The ultimate goal of my team is to ensure clients have a smooth experience and receive accurate information regarding MSCI's Sustainability and Climate solutions.

Mariana Gauna Sales and Relationship Management
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Mariana Gauna – Sales and Relationship Management

“The role of my team is to help our clients configure and customize MSCI’s solutions to their unique requirements.

It’s a great collaborative effort, and a great opportunity for us to learn more about our clients’ needs.

Vincent Ku Sales and Relationship Management
View Profile
Vincent Ku – Sales and Relationship Management

“I'm a lifelong learner.

At MSCI I'm fortunate to have the company support me with continuous learning opportunities such as pursuing industry-leading certifications like CFA and FRM. I believe having the desire to learn automatically translates into professional growth and success.

Nitesh Rajpal Sales and Relationship Management
View Profile
Nitesh Rajpal – Sales and Relationship Management

Benefits

Development opportunities

Guided by your manager, our learning and development opportunities empower you to perform at your best, make an impact and shape your career. 

Career paths are multidirectional and we believe new and challenging experiences drive personal growth and innovation. With access to LinkedIn Learning Pro and our bespoke Learning@MSCI platform, you can easily customize and tailor your learning journey to accelerate your career.

Recruitment process

  1. Apply online

    First, click Apply and upload a CV that shows us the skills and passion you could bring to this role, as well as your contact details so we can reach out to you. 

  2. Talk to our recruiter

    If you look like a good match, our recruiters will arrange a chat where we’ll ask about your motivations, experience, and background, and where you can ask us anything you want to know about working at MSCI.

  3. Interview with our team

    If you like what you hear, and we think you have what we need, then it’s time to interview with your future team, either virtually or in the office. These interviews will give you a clear insight into the team and the day-to-day responsibilities of the role. Read our interview top tips.

  4. Make your decision

    If you’re successful, we’ll make you an offer and give you any further information you need to help you make your decision. If the answer is yes, it’s time for some background checks, and then we’ll welcome you on board. Learn more about our onboarding experience.

Index Sales Specialist

Job Reference:
2025-2770
Location:
Shanghai
Category:
Sales and Relationship Management
Solution:
Index
Job Level:
Vice President
Job Type:
Full-Time
Apply now

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