Indexed Investing and Model Portfolio Specialist

Your Team Responsibilities

As a key member of MSCI’s Americas Client Coverage organization, you will lead initiatives that drive growth across in MSCI’s product licensing and asset based fee business in Canada. This blended role focuses on cultivating and expanding relationships with all parts of the indexed investing ecosystem including ETF sponsors, professional ETF allocators like wealth management firms and model portfolio providers as well as Direct Index SMA Managers. The position is uniquely positioned at the intersection of index licensing, strategic client engagement and product enablement.

You will be responsible for educating clients on MSCI’s market-leading index methodologies and expanding adoption of indexed investing in various product wrappers. You will collaborate extensively with internal stakeholders across Index Product, Wealth, Research, Legal, Marketing, and Finance to deliver high-impact solutions to clients.

Your Key Responsibilities

• Manage and deepen day-to-day relationships with ETF sponsors, wealth management home offices, model portfolio providers and other strategic partners.
• Expand the usage of MSCI indexes across ETFs and Direct Index SMAs.
• Serve as a subject matter expert on MSCI index methodologies, investment thesis indexes and portfolio personalization tools.
• Lead client education initiatives through presentations, thought leadership and strategic content delivery tailored to investment professionals (e.g., CIOs, product creators, asset allocation teams).
• Identify and pursue index licensing opportunities and referrals for subscription-based solutions including portfolio construction, risk analytics, sustainability integration and sales enablement platforms.
• Collaborate with internal teams on market research, product positioning, sales strategy and execution.
• Respond to detailed client inquiries regarding MSCI index methodologies, data integration and customized indexing use cases.

Your skills and experience that will help you excel

• 6–8 years of experience in the financial services industry with a focus on ETFs, SMAs, indexing and wealth management.
• Proven relationship management and direct sales experience, particularly with ETF sponsors and wealth management firms.
• Strong technical investment knowledge, including capital markets, asset allocation, benchmarking and portfolio construction.
• Superior communication, presentation and interpersonal skills with a client-centric mindset.
• Deep understanding of the ETF and SMA product landscape and competitive positioning.
• Experience working cross-functionally in a matrixed organization.
• Analytical and strategic thinker, capable of synthesizing client needs into tailored MSCI solutions.
• Bachelor’s Degree required; CFA or CAIA designation strongly preferred.
• Entrepreneurial, collaborative and solutions-oriented approach with a digital-first mentality.

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

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