Index Sales Specialist

Sales and Relationship Management

Build and maintain our client relationships, helping to find solutions to their complex needs.

Index

Set the benchmarks for our industry

How will you deepen the world’s understanding of global markets?

By combining deep knowledge and a systematic and well-defined methodology, you could help develop and construct the indexes that provide data and timely insights in an ever-changing world.

Your Team Responsibilities

MSCI Index Sales Specialists are responsible for maintaining existing client relationships as well as new business development for MSCI products. Each person travels within their respective sales territory to meet with clients regarding new products as well as enhancements to existing products. The role entails educating, positioning and licensing MSCI’s global equity index data to current clients as well as prospective clientele. Sales Specialists use their knowledge of the investment management process, modern portfolio theory, and data distribution platforms (Bloomberg, Factset, Thompson, etc.) to identify solutions using MSCI tools. This role is a highly visible one, with involvement in all aspects of account management, including senior level relationship management, in-depth discussions regarding MSCI’s index methodology, commercial terms and contract negotiation, closing sales, and product setup and delivery. Education of the enhancements and evolution of how our indexes are used by the investment community is ongoing. In this role, individuals will work closely with Product Management, Global Client Service, Client Consultants, Marketing, Global Sales Colleagues, Legal Counsel and Finance Operations.

Your Key Responsibilities

Total Relationship Management involving:

• High level management contact
• Strategic planning with an account
• New product placement
• Identification of opportunities across other business segments
• Answer detailed client inquiries about MSCI products and methodologies
• Achieve targeted revenue goals
• Inform all clients about MSCI products, announcements, projects, etc.
• Work with other departments to ensure that all client requests and inquiries are managed appropriately
• Maintain accurate records regarding account visits, client conversations, finalized contracts, etc.
• Proactively solicit client feedback regarding new initiatives and future product development
• Provide feedback from clients to Product Management, Marketing, Sales Colleagues and Research

Your skills and experience that will help you excel

• Bachelor’s Degree Required or equivalent experience; MBA, Masters Degree and/or CFA charter holder a plus
• 6-8 years of experience in the financial service industry
• Minimum of 3 years direct sales experience with a proven record of accomplishment
• Superior communication and time management skills with the ability to handle multiple detail-oriented projects
• Strong sales closing skills
• Strong analytical and quantitative skills
• Understanding of/experience dealing with major financial institutions including Asset Managers, Hedge Funds, Broker Dealers, Pension Plans, and/or Consultants
• Strong understanding of the global equity and fixed income markets
• A self-starter and highly motivated; ability to work individually and within a team
• Thorough understanding of the investment management process
• Someone who enjoys intellectual and analytical challenges

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 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 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 Quotes from Emilia Marton, Anja Ludzuweit, Dorottya Bruszt

Working in ESG makes you feel you are a part of something that makes a difference.

Emilia Marton | Sales and Relationship Management View Profile

Zurich’s founder of the Women’s Leadership Forum (WLF) discusses the intersectionality of inclusivity and why change is important, even when you don’t think you need it.

Anja Ludzuweit | Sales and Relationship Management View Profile

No matter how good you are at your job, in order to succeed and advance in your career, you need visibility. That’s where grassroots groups, organized and run by members of MSCI from all over the world come in.

Dorottya Bruszt | Sales and Relationship Management View Profile Benefits At MSCI, we provide competitive benefits programs in every region in which we do business.

Wherever you are with us, you will find benefits that can help ensure your health, wellbeing and financial security, so you can be at your best both in work and in your personal life. Our Here For You Employee Assistance Program provides financial and legal advice, confidential emotional support and free access to online information, resources and tools.

Development opportunities Guided by your manager, our learning and development opportunities empower you to perform at your best, make and impact and shape your career.

Career paths are multidirectional and we believe new and challenging experiences drive personal growth and innovation. With access to LinkedIn Learning Pro and our bespoke Learning@MSCI platform, you can easily customize and tailor your learning journey to accelerate your career.

Toronto

1 First Canadian Place
100 King Street West Suite 4540
M5B 1B1
Toronto
Canada

Recruitment Processs

• 1

  Apply online

  First, click Apply and upload a CV that shows us the skills and passion you could bring to this role, as well as your contact details so we can reach out to you.

• 2

  Talk to our recruiter

  If you look like a good match, our recruiters will arrange a chat where we’ll ask about your motivations, experience, and background, and where you can ask us anything you want to know about working at MSCI.

• 3

  Interview with our team

  If you like what you hear, and we think you have what we need, then it’s time to interview with your future team, either virtually or in the office. These interviews will give you a clear insight into the team and the day-to-day responsibilities of the role.

• 4

  Make your decision

  If you’re successful, we’ll make you an offer and give you any further information you need to help you make your decision. If the answer is yes, it’s time for some background checks, and then we’ll welcome you on board

SALES AND RELATIONSHIP MANAGEMENT

Index Sales Specialist Job Reference: 2024-2119 Location: Toronto Category: Sales and Relationship Management Solution: Index Job Level: Vice President Job Type: Full-Time

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