Index Sales Specialist

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 and enhancements to existing products. The role entails educating, positioning and licensing MSCI’s global equity index data to current clients and 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 highly visible, involving 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 enhancements and evolution of how our indexes are used by the investment community is ongoing. In this role, individuals work closely with Product Management, Global Client Service, Client Consultants, Marketing, Global Sales colleagues, Legal Counsel and Finance Operations.

• 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 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

• Bachelor’s Degree Required.
• MBA, Masters Degree and/or CFA charter holder preferred
• 3+ years of experience in the financial service industry
• Minimum of 1 year 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

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.

• 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 work spaces.
• 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 platform, Linked In 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…