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MSCI

Offers data, indexes, analytics for investments

Multi Asset Technical Sales Specialist

Pre-Sales Solution EngineeringUpdated on Nov 12
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.
  • A postgraduate qualification in Finance, such as an MSc, MBA, PGDM, or PhD.
  • Five to ten years of experience in client-facing presales, solutions consulting, or technical sales within asset management, private markets, financial services, or fintech.
  • Experience and understanding of Equity and/or Multi Asset Class factor models.
  • Knowledge of derivatives, credit, and rate products.
  • Hands-on experience working with or selling through data APIs, analytics platforms, or SaaS-based financial applications.
  • 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.
  • Familiarity with different risk measures and quantitative risk models.
  • Programming experience with Excel Macro/VBA, XML, Python, or SQL/Snowflake is desired.
  • Ability to organize and handle multiple projects under tight, short-term deadlines while managing client expectations.

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, multi-asset-class portfolio, and market data to build targeted engagement narratives that support 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 a seamless, consistent, commercially focused presales experience.
  • Share prospect and client insights with internal product and research teams to inform roadmap priorities and solution enhancements.
  • Guide prospects through trial phases with structured onboarding, methodology education, and use-case-driven training so they can realize value from MSCI tools before a commercial decision.
  • Identify, design, and proof-of-concept creative workarounds or custom solutions that bridge gaps between existing product capabilities and specific client requirements.
  • Analyze portfolio risk and performance, generate reports, craft presentations, and provide commentary to position the benefits of MSCI tools.

Desired Qualifications

  • Additional qualifications such as CFA (US) and/or FRM are a plus.
  • Programming experience with Excel Macro/VBA, XML, Python, or SQL/Snowflake is desired.

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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