Index Management Research Sr. Associate

Your Team Responsibilities

The MSCI Index Management Research (IMR) Team is a global client-centric research group that is responsible for the cross-asset ongoing maintenance, enhancement of MSCI index methodologies and develop new index methodologies. This responsibility spans all MSCI Factor, Thematic, Cap-weighted and ESG Indexes. The team is present in multiple locations across key regions.

The IMR group performs index policy research, index methodology consultations, as well as market research in the context of MSCI’s market classification review. The group is also responsible for the rebalancing of indices.

The group works closely with other groups within research across the firm (data, technology, product, coverage) to implement the IMR agenda and benefits from the substantial resources and expertise across the global MSCI organization.

Your Key Responsibilities

The successful candidate will be a member of the team based in Monterrey and be expected to drive new index research projects from initial concept through research, development, consultation and successful production implementation. The candidate: 

• Will carry out extensive back testing, research and analysis of investment strategies using historical market data, factor models, ESG & Climate characteristics and portfolio construction tools to build new indexes and generate investment insights.
• Will work on research projects that include Factor investing, thematic investing, integration of ESG/Climate considerations in the investment process and conduct in-depth research and analysis to generate investment ideas for investment strategies.
• Will work with other members of the global research teams to write research papers and blogs on investment strategies and
• The candidate will also work closely with clients to refine new index ideas, so they meet the clients’ investment challenges.

Your skills and experience that will help you excel

Specific Knowledge /Skills:

• At least 5 years of relevant work experience e.g., quantitative research, investment management, portfolio analytics etc.)
• Excellent English communication skills
• The candidate should have good knowledge around the fundamentals of index investing and construction
• Very good quantitative knowledge and analytical skills including Python
• Attention to detail and the ability to multi-task and prioritize multiple deliverables
• Understanding of investment process in different asset classes (e.g. equity, fixed income, currency etc.), investment styles such as factor investing, ESG-based investments and thematic investing etc. Familiarity with quantitative investment approaches such as portfolio optimization, long/short, leveraged positions etc. is a plus.
• Highly developed hands-on analytical and quantitative skills (e.g., time series and cross-sectional analysis) and extensive recent practical experience with statistical and database packages (preferably Python, MATLAB, SQL). Hands-on experience with NLP models and other machine learning models will be an advantage
• Familiarity with institutional investment practices, buyside portfolio management concepts or sell side quantitative structured products
• Experience of writing technical and research reports
• Excellent interpersonal, communication and presentation skills

About MSCI

What we offer you

• 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 workspaces.

• 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 Learning@MSCI platform, LinkedIn 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 environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

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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