- The team works closely with institutional investors across public and private DB/DC pension funds, official institutions, sovereign wealth funds, endowments, foundations, and single-family offices
- Keeps clients apprised of major market trends and best practices related to asset allocation, benchmarking, risk management, sustainable investment, and cross-asset allocations
- Collaborates across MSCI Research, Product, and Coverage teams across regions to leverage MSCI’s latest research, tools, and services, aiming to continually add value to clients’ investment and operations processes
- Works very closely with MSCI Product Management, Global Client Service, Client Consultants, Marketing, Global Sales colleagues, Legal Counsel, and Finance Operations
- Educates clients about cross-asset investment trends and how MSCI can enable investors through ESG Research, Climate, Index, Factor, Private Asset, and Analytics solutions
- Consistently meets and exceeds sales and business objectives, identifies opportunities and closes sales to new prospects, and works with the wider sales group to achieve cross-segment opportunities across all product lines
- Achieve targeted goals, to establish new client relationships and win new clients
- Relationship management with existing clients, building a deep understanding of client goals to ensure the new indexes align with clients needs
- Identification of up-selling and cross-product selling potential and play a key role in renewal management with account specific retention strategies
- Position all MSCI Index products and MSCI research with key stakeholders including clients such as the Strategy teams, Head of Equities and CIO office
- Excellent communication, networking and inter-personal skills, with absolute personal and business integrity
- Innovative, entrepreneurial, customer orientated thinker with a strong consultative sales drive
- A team builder and player with emotional and professional maturity
- A good understanding of the institutional investment process, including risk management, active versus passive investing, asset allocation, and sustainability integration
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