The LMTD team, Private Capital Data Solutions is responsible for aggregation and reporting of exposures and positions of underlying portfolio company investments of private capital investment partnerships. Data is compiled by the examination and analysis of direct fund manager reporting and other sources. This information is compiled on behalf of institutional asset owner clients, who use the information for transparency into portfolio composition and analysis of exposure and risk.
Own and manage production workflows across client deliverables and fund-level data queries |
Acquire deep understanding of the TPM platform and the full PCS data suite (including Private Capital and Liquid Markets) |
Serve as a point of escalation and lead investigator for data-related issues and reconciliation projects |
Coordinate cross-functional stakeholder engagement for both recurring and ad-hoc data requests |
Act as liaison to client service and client stakeholders, delivering timely updates and solutions |
Lead initiatives for data quality improvement, automation, and process optimization |
Produce tracking tools, operational templates, and project documentation |
Mentor analysts and associate-level contributors on best practices and execution standards |
Contribute insights to product enhancement and client onboarding processes |
Bachelor’s degree (preferred in Finance, Economics, or related disciplines) |
Minimum 4years of experience in finance, investment operations, accounting, or client reporting |
Experience in portfolio data analysis, transparency data, or investment analytics preferred leveraging AI |
Proven ability to manage teams, projects, and client expectations concurrently |
Excellent analytical thinking and attention to detail in high-pressure environments |
Strong communication skills, with experience handling client or cross-functional communication |
Proficiency in Microsoft Excel; additional knowledge of databases or scripting is a plus |
Progress toward CFA, CAIA, CIPM, or FRM is advantageous |
Experience with training, client presentations, or process design is a plus |
What we offer you
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. 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.
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