Implementation Specialist

Your Team Responsibilities

• Propose and drive adaptation of onboarding best practices and enhancmenets within the onboarding team
• Coordinate and collaborate with other members of the Total Plan Onboarding on best practices, resourcing, and project execution
• Work directly with project managers to align on projected timing of task execution for projects

Your Key Responsibilities

• Build out client’s portfolio hierarchy(s) and fund manifests which can include custom dimension and commitment creation
• Create templates to integrate new client’s historical accounting data
• Validate historical fund level market values, transactions, and returns against client’s performance provider. Triage and remediate differences and be able to document and explain potential cause(s) of differences
• Enter and modify liquidity terms based on client feedback
• Communicate with clients to coordinate project deadlines and to answer questions they have on the onboarding process/deliverables
• Assist in maintaining project management documentation to track project timeline
• Assist in the creation of client fact sheets and other client specific documentation to prepare client for BAU service
• Train new employees on data team processes
• Work with our data engineering team to set up client accounting and exposure feeds from custodial banks
• Coordinate with development and client solutions team to assist with client requests or platform bugs

Your skills and experience that will help you excel

• 3-5 years of experience in roles involving financial data and/or client implementations
• Candidate must exhibit strong financial and analytical skills
• Candidate must be client service oriented and demonstrate an ability to problem solve
• Partnership or investment accounting experience is a plus
• Technology proficiency is essential, advanced Microsoft Excel skills are required
• Strong communication skills, including the ability to speak and write in English with a high degree of fluency
• Ability to handle multiple tasks, meet reporting deadlines, and demonstrate flexibility with delivery of assignments
• Bachelor’s degree in Accounting, Finance, or Mathematics is preferred but not required
• Knowledge of VBA, SQL, or other programing languages is 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, 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