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About the Role
The Americas Analytics Technical Sales Specialist (TSS) role within MSCI’s Coverage team contributes to the success of new sales, upsales, and associated revenue generation within the MSCI Analytics segment. This role drives sales and upsales during the benefits positioning stage of the sales cycle by delivering analytical output to prospects and clients. You will play a pivotal role in ensuring MSCI’s prospects and clients realize the value of the full suite of analytic offerings focusing on functional positioning, product differentiation and a client-driven pitch. The team is focused on showcasing MSCI’s strengths and growth areas via multiple channels including internal applications and services, APIs, and 3rd party platforms.
Responsibilities
- Engage prospective clients to deeply understand their investment strategies, workflows, and use cases — translating that insight into compelling, tailored demos, POCs, and trials
- Analyze prospect- and client-supplied single portfolio and multi-asset class portfolio and market data to build targeted, evidence-based engagement narratives that accelerate conviction and shorten the sales cycle
- Deliver high-impact application demos and present analytical results directly to senior investment, risk, and operations stakeholders at prospective client firms
- Leverage AI-powered tools and workflows to enhance demo preparation, automate data analysis, personalize client pitches, and identify upsell signals across the prospect pipeline
- Serve as a connective layer between Sales, Product, and Research — ensuring the presales experience is seamless, consistent, and commercially focused
- Proactively surface prospect and client insights to internal product and research teams, functioning as a feedback loop that shapes roadmap priorities and solution enhancements
- Guide prospects through trial phases with structured onboarding, methodology education, and use-case-driven training — ensuring they extract meaningful value from MSCI's tools before a commercial decision is made
- Identify, design, and POC creative workaround or custom solutions that bridge gaps between existing product capabilities and specific client requirements
- Analyzing portfolio risk and performance, generating reports, crafting presentations, and providing commentaries to help position the benefits of MSCI tools
Requirements
- Bachelor Degree in Mathematics, Physics, Engineering, Statistics, Finance or similar subjects
- Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M./Ph.D)
- 5–10 years of experience in a client-facing presales, solutions consulting, or technical sales role 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 experience using AI tools (e.g., generative AI, LLM-based assistants, AI-powered analytics) in a professional context — with the ability to apply them to client engagement, data analysis, presentation development, or workflow automation.
- Familiar with different risk measures and quantitative risk models
- Excellent verbal and written communication skills
- Self-starter with strong organizational skills and the ability to handle multiple projects under tight, short-term deadlines while managing client expectations.
Skills
- CFA (US)
- FRM
- Excel Macro/VBA
- XML familiarity
- Python
- SQL/Snowflake
Location
- Americas
Work Type
- Flexible working arrangements
Experience Level
- 5-10 years
Education Level
- Bachelor Degree
- Post graduate qualification in Finance
- CFA (US)
- FRM
Salary/Compensations
- $150,000 - $200,000 /year plus eligible for annual bonus
Benefits
- Transparent compensation schemes
- Comprehensive employee benefits, tailored to your location
- Flexible working arrangements
- Advanced technology
- Collaborative workspaces
- Global Orientation program
- Access to Learning@MSCI platform
- AI Learning Center
- LinkedIn Learning Pro
- Tailored learning opportunities for ongoing skills development
- Multi-directional career paths
- 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)
About the Company
- MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.
Equal Opportunity
- MSCI Inc. is an equal opportunity employer. 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.