Total Plan Manager Client Service Senior Associate
Location
monterrey, nle
Job Type
Full-time
Category
Other-General
Posted
June 04, 2026
Your Team Responsibilities
The Client Service Senior Associate provides product support to clients and prospects. Through hands-on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills.
This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.
Your Key Responsibilities
Serve as the primary point of contact for assigned accounts, ensuring a premium level of service and rapid resolution of client questions and challenges.
Acquire a tho...
The Client Service Senior Associate provides product support to clients and prospects. Through hands-on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills.
This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi-asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.
Your Key Responsibilities
Serve as the primary point of contact for assigned accounts, ensuring a premium level of service and rapid resolution of client questions and challenges.
Acquire a tho...