Wealth Indexed Investments Coverage Specialist

San Francisco, California
May 11, 2022
Jun 10, 2022
Industry Sector
Employment Type
Full Time

Team responsibilities

MSCI is a leading provider of indexes that serve as the basis of popular index tracking products used by wealth management professionals including ETFs, funds and Direct Indexed SMAs as well as a mission critical content supplier for investment decision making within wealth management organizations. 

We are looking for a Chicago or San Francisco based results-oriented individual to build relationships with key personnel and decision makers at wealth management organizations, including due diligence teams, model portfolio managers and product management teams, to increase usage of MSCI tools and products linked to MSCI indexes.

What we will offer you:  Depending on your location of your role, you can expect …

Competitive fixed and variable compensation, holiday/vacation allowance & retirement savings plans/pensions
Employee Resource Groups to support you in and out of the office
A wide range of benefits including – healthcare, dental plans, risk insurances and (location dependent) – cycletowork schemes, gym benefits, retail discounts,
A purposeful approach to Wellbeing including training, support networks, membership to wellness platforms and vendors, and active local office communities
A specific and deliberate planning to the physical offices in which we work, and support for everyone spending periods of time working remotely or at home.   This approach mirrors our commitment to transparency and sustainability and puts the safety and wellness of our employees at the center of all we do.   We aim to provide productive and sustainable work environments and technology that encourages collaboration, creativity and innovation.  
Your key responsibilities

Expand awareness and use of MSCI indexes and investment products based on those indexes. 
Educate professional index-based investors with specific focus on the advantages of MSCI factor, ESG, climate, and thematic indexes relative to competitive options. 
Partner with distribution teams at ETF sponsors and other investment organizations offering financial products linked to MSCI indexes. 
Develop relationships with senior investment professionals including CIOs, asset allocation committees, portfolio managers, due diligence staff and product creators at wealth management firms in the Western United States. 
Identify opportunities to expand existing MSCI relationships and create new ones within the wealth management space in an effort to meet and exceed MSCI commercial objectives. 
Answer detailed client inquiries about MSCI content and methodologies.
Proactively solicit client feedback regarding new initiatives and future product development.
Your skills and experience that will help you excel

Bachelor’s Degree and/or CFA charter holder/CAIA preferred.
4-7 years of experience in the financial service industry.
Minimum of 2 years direct sales or business development experience with a proven record of accomplishment.
Superior communication and time management skills.
Strong analytical and quantitative skills.
Candidate should be solutions-oriented and have a strong understanding of the global markets, investment strategy and the uses of indexes in the investment process (asset allocation, benchmarking, portfolio attribution, reporting, etc.)
Proven track record in client facing success.
Great networking and inter-personal skills. 
Innovative, entrepreneurial, client centric thinker with a strong consultative sales drive. 
How we’ll support you

Coaching and support from experts in your team
A performance and growth-oriented culture and values
Opportunities for continuous learning to aid progression
Goal based objectives and development plans
Transparent performance-based compensation schemes
Employee resource groups such as the Women’s Leadership Forum, MSCIPRIDE, and Eco-Groups.
About MSCI and our teams:

MSCI is a market leader in Global Indexes, Smart Beta, ESG and Risk Management, and is at the forefront of the secular trends dominating the financial services landscape today.  We are committed to the future sustainability and transparency of the financial markets.  We create innovative products and services that allow our clients to make more informed investment decisions, and we provide investors with critical performance measurement and risk management data and analytics.

Our values define the working environment we strive to create.  We are inclusive, we champion bold ideas, we always pursue excellence, and always act with integrity. Personal accountability and responsibility are key to success, and we always work as a team to remain client centric.

MSCI is committed to developing a culture and workforce that reflects the clients and communities in which we operate. Increasing our diversity expands our talent pool which helps to accelerate innovation in all we do. We especially encourage members of historically underrepresented groups to apply, including women, ethnic minorities and those in the LGBTQ community.

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.

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 pregnancy/maternity leave), veteran status, or any other characteristic protected by law.


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