Analytics Sales Specialist
MSCI
(San Francisco, California)MSCI is an independent provider of research-driven insights and tools for institutional investors. We have deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with our clients.
The Sales Specialist is responsible for maintaining existing client relationships as well as new business development for all MSCI Portfolio Management Analytics products. Each person travels within their respective sales territory to meet with clients regarding new products as well as enhancements to existing products. The role entails positioning and closing sales for a suite of quantitative investment decision support tools from large scale enterprise risk systems to specialized portfolio optimization software for equity portfolio managers. The prospect set includes current clients as well as our prospective clients. Sales Specialists use their knowledge of the investment management process, modern portfolio theory, and data model distribution platforms (Bloomberg, Factset, Thompson, etc.) to identify solutions using MSCI Barra tools for their clients. This role is a highly visible one, with involvement in all aspects of an account including senior level relationship management, product demonstrations, contract negotiation, sales closing, product setup and delivery. In this role, individuals will work very closely with global Client Service, Client Consultants, Marketing, Product Management, and Finance / billing departments.
Total Relationship Management involving:
- High level management contact
- Strategic planning with accounts
- New product placement
- Answer detailed client inquiries about MSCI Barra products and methodologies
- Achieve targeted revenue and strategic client segment goals
- Inform all clients about MSCI Barra's products, announcements, projects, etc.
- Work with other departments (Client service, Legal, Contracts, Billing, etc.) to ensure that all client requests / 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 Marketing, Sales, Research and Product Development groups
Specific Knowledge & Skills:
- Superior communication and time management skills with the ability to handle multiple projects
- Strong sales closing skills
- Strong analytic and quantitative skills
- Understanding of / experience dealing with major international institutions including Asset Managers, Hedge Funds, Broker / Dealers.
- Strong understanding of the global equity markets.
- A self starter and highly motivated; ability to work individually and within a team
- Thorough understanding of the Investment Management Process
Desired Experience:
5+ years of experience in the financial service industry, including direct sales experience with a proven record of accomplishment. Someone who enjoys intellectual and analytical challenges
Desired Qualifications:
Bachelor's Degree or equivalent experience required plus MBA, Masters Degree and/or CFA charter holder
Questions
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- Business Development
- Client Relationship
- Closing Sales
- Negotiating Contracts
- Product Demonstration
- Product Development
- Relationship Management
- Sales
- Strategic Planning
- Financial Services
- Portfolio Management
- Chartered Financial Analyst
- Investment Management
- Optimization Software

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