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MSCI

Offers data, indexes, analytics for investments

Multi-Asset: Technical Pre Sales

Pre-Sales Solution EngineeringUpdated on Nov 5
Full-timeMonterrey, Nuevo Leon, Mexico$120k - $165kIn-person

About the Job

Requirements

  • A bachelor's degree in Mathematics, Physics, Engineering, Statistics, Finance, or a similar subject is required.
  • A postgraduate qualification in Finance (M.Sc., M.B.A., P.G.D.M., or Ph.D.) is required.
  • Five to ten years of experience in a client-facing presales, solutions consulting, or technical sales role within asset management, private markets, financial services, or fintech is required.
  • Experience and understanding of Equity and/or Multi Asset Class factor models is required.
  • Knowledge of derivatives, credit, and rate products is required.
  • Hands-on experience working with or selling through data APIs, analytics platforms, or SaaS-based financial applications is required.
  • Practical professional experience using AI tools, such as generative AI, LLM-based assistants, or AI-powered analytics, and applying them to client engagement, data analysis, presentation development, or workflow automation is required.
  • Familiarity with different risk measures and quantitative risk models is required.
  • Programming experience with Excel Macro/VBA, XML, Python, or SQL/Snowflake is desired.
  • Strong organizational skills and the ability to handle multiple projects under tight, short-term deadlines while managing client expectations are required.

Responsibilities

  • Engage prospective clients to understand their investment strategies, workflows, and use cases, and translate those insights into tailored demos, proofs of concept, and trials.
  • Analyze prospect- and client-supplied single-portfolio and multi-asset-class portfolio and market data to build targeted engagement narratives that support client conviction and shorten the sales cycle.
  • Deliver application demonstrations and present analytical results to senior investment, risk, and operations stakeholders at prospective client firms.
  • Use AI-powered tools and workflows to enhance demo preparation, automate data analysis, personalize client pitches, and identify upsell signals across the prospect pipeline.
  • Connect Sales, Product, and Research to ensure the presales experience is seamless, consistent, and commercially focused.
  • Share prospect and client insights with product and research teams to help shape roadmap priorities and solution enhancements.
  • Guide prospects through trials with structured onboarding, methodology education, and use-case-driven training so they can derive value from MSCI tools before making a commercial decision.
  • Identify and design proofs of concept, workarounds, or custom solutions that bridge gaps between existing product capabilities and client requirements.
  • Analyze portfolio risk and performance, generate reports, craft presentations, and provide commentaries that position the benefits of MSCI tools.

Desired Qualifications

  • Additional qualifications such as CFA (US) and/or FRM are a plus.
  • Excellent verbal and written communication skills are valued.

About the Company

MSCI

Offers data, indexes, analytics for investments

MSCI provides data, indexes, analytics, and technology solutions for institutional investors, asset managers, and wealth managers across public and private markets. Its index products measure global markets, private asset data offers benchmarks and analytics for illiquid investments, and ESG data, models, and ratings help assess sustainability risk. Risk management and portfolio tools integrate analytics to support asset allocation and personalized portfolios, while research and partnerships broaden access to private market intelligence. The goal is to help clients make informed decisions, manage risk, and grow assets by delivering reliable data and practical tools in a single ecosystem.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
1969

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