Total Plan Manager Client Service Associate

monterrey, nuevo león, Mexico • Posted June 04, 2026

Job Type: Full-time
Location: monterrey, nuevo león
Posted: June 04, 2026
Category: Ventas (general)
Application Deadline: July 14, 2026

Role Description

Your Team Responsibilities

The Client Service Associate provides product support to clients and prospects. Through hands‑on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client relationship skills. This role focuses on the Total Plan Manager product (formerly known as the Caissa Platform), which is the MSCI Private Assets investment analytics platform for institutions, with multi‑asset class portfolios spanning private equity, hedge funds, public equity, and more. Clients leverage Total Plan Manager to calculate performance, quantify risk, monitor exposures, model future cashflows, and plan their asset allocation in addition to other critical portfolio management activities.

Your Key Responsibilities

  • Acquire a thorough understanding of the Total Plan Manager platform, as well as the rest of the MSCI Private Assets product suite, and how our products fi...

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