MSCI Inc.

Project Manager, Total Plan Onboarding

MSCI Inc. • $120K — $165K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of project management experience in a financial institution
  • In-depth knowledge of financial instruments and finance
  • Familiarity with Single-Family-Offices, Hedge Funds, and OCIO strategies is advantageous
  • Strong written and verbal communication skills
  • Ability to manage multiple projects simultaneously
  • Excellent collaboration and organizational skills
  • Quick to learn technical processes and product capabilities

Responsibilities

  • Manage onboarding and integration projects by developing and maintaining project plans
  • Provide project overviews for clients and management, highlighting efficiencies
  • Define project scope, goals, and deliverables in collaboration with stakeholders
  • Communicate expectations clearly and timely to team members and stakeholders
  • Plan execution strategy and schedule regular project meetings for transparency
  • Create content for status updates and identify project risks with mitigation strategies
  • Document projects for continuity in client relationships and Client Support teams

Benefits

  • Comprehensive employee benefits designed for financial security and wellbeing
  • Flexible working arrangements to support work-life balance
  • Access to advanced technology and collaborative workspaces
Full Job Description
Your Team Responsibilities

The Project Manager works in a fast-paced environment, engaging with a variety of investment and technology professionals inside and outside the firm. They will work within the Total Plan Onboarding team to facilitate onboarding client investment data onto our platform. which is tasked with setting our clients up for success. The Project Manager will oversee keeping projects on task and communicating all relevant information both externally to our clients as well as to the internal teams responsible for the projects.

Your Key Responsibilities

  • Manage onboarding and integration projects. Develop and maintain project plans.


  • Provide a detailed overview of projects for both clients and management, including project retrospectives to identify efficiency and transformation opportunities.


  • In collaboration with management and stakeholders, define project scope, goals, and deliverables that support the initial and ongoing relationships with our clients. This function will draw heavily from knowledge of our product(s) and the use cases that the product solves for.


  • Set and clearly communicate expectations to team members and stakeholders in a timely fashion.


  • Plan execution strategy and schedule project meetings with key stakeholders, both internal and client, for continuous transparency.


  • Determine the content for status updates as well as frequency. Identify risk and mitigation paths.


  • Memorialize projects for ongoing relationships with clients and for Client Support teams.


  • Perform any other functions, including administrative activities, as required by management.


Your skills and experience that will help you excel

  • Knowledge of project management methodologies and best practices, applied within a Financial Institution for a minimum of 5 years


  • Knowledge of financial instruments and finance in general is mandatory, with a minimum of 5 years' engagement within the financial industry


  • Knowledge of Single-Family-Offices, Hedge Funds, OCIO and Endowments business strategies & operational needs a plus


  • High attention to detail, excellent written and verbal communication


  • Ability to multi-task at a project level, and be able to work on multiple projects at the same time


  • Strong collaboration and organizational skills, and to foster the same within Client teams engaged within the program/project


  • Fast upskill capacity, for technical process and functional product capabilities


  • Highly goal oriented and outcome focused


What we offer you
  • Salary range: $120,000 - $165,000 / year plus eligible for annual bonus
  • 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.

About MSCI Inc.

MSCI Inc. is a leading provider of investment decision support tools and services to investors globally. The company offers a range of products and services including indexes, analytics, and data to help investors make better investment decisions. MSCI Inc. was founded in 1998 and is headquartered in New York, New York. The company has operations in more than 30 countries and serves clients in over 100 countries. MSCI Inc. is a publicly traded company and is listed on the New York Stock Exchange under the ticker symbol MSCI.
Learn more about MSCI Inc.
Size
4,361 employees
Market Cap
$36.6 billion
Industry
Finance & Insurance
Net Income
$601.8 million
Founded
1998
5 Year Trend
+12.2%
Revenue
$1.6 billion
NASDAQ
MSCI
* Ladders Estimates

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