Your Team Responsibilities
MSCI's Private Capital Solutions business helps institutional investors navigate an increasingly complex investment landscape through independent data, benchmarking, portfolio analytics and integrated technology that support both private markets and total portfolio decision-making.
As a Presales Specialist, you will be central to how clients first experience MSCI's expertise. Working alongside Sales and Client Coverage, you will lead discovery engagements, design tailored demonstrations and support proof-of-concept initiatives, acting as a trusted technical advisor from first conversation through to implementation.
This is a consultative role for someone who combines genuine private markets knowledge with the ability to translate complex client requirements into practical solutions that deliver measurable value.
Your Key Responsibilities
Lead the Presales Engagement
Own the technical presales process from discovery through solution design, demonstration, proof-of-concept execution and implementation handover. Working in partnership with Sales and Client Coverage, you will develop a deep understanding of each client's investment objectives, operating model, technology landscape and data architecture to ensure proposed solutions address their specific requirements.
You Will
- Lead client discovery workshops and solution discussions.
- Partner with Sales to develop technical sales strategies for complex opportunities.
- Support RFPs, due diligence questionnaires and client evaluations.
- Ensure proposed solutions are technically robust, commercially appropriate and aligned with client priorities.
- Design solution architectures that incorporate enterprise data integration, APIs, MCP-enabled workflows and client technology ecosystems.
Design Solutions Around Client Workflows
Rather than simply demonstrating product functionality, you will help clients understand how MSCI can support investment processes across both private markets and total portfolios, from manager selection and portfolio construction through performance measurement, risk oversight, governance and reporting.
Working across a broad range of institutional investors, you will design demonstrations and proof-of-concepts that reflect real investment workflows and clearly articulate business outcomes.
Typical Client Discussions Include
- Performance measurement and benchmarking
- Portfolio construction, asset allocation and exposure analysis
- Liquidity and cash flow planning
- Total portfolio risk and investment oversight
- Portfolio transparency and reporting
- Data management and operational efficiency
Act as a Trusted Private Markets Advisor
Develop strong relationships with senior investment and operational stakeholders across asset owners, pension funds, insurers, sovereign wealth funds, consultants, fund administrators and private market managers.
Drawing upon your private markets expertise, you will advise clients on topics including performance measurement, valuation methodologies, benchmarking approaches, portfolio construction, regulatory reporting and emerging industry trends.
Success in the role requires the ability to simplify complex investment and technical concepts, communicating effectively with investment professionals, operations teams and technology stakeholders while designing solutions that integrate into enterprise investment workflows.
Collaborate Across MSCI
This role sits at the intersection of Sales, Product, Research and Client Coverage. You will work closely with colleagues across these teams to ensure client feedback informs product development and market opportunities.
You Will Also
- Share competitive and market intelligence with Product Management.
- Identify emerging client needs and evolving industry trends.
- Support thought leadership initiatives, client events and industry conferences across APAC.
- Contribute to the continued evolution of MSCI's private markets offerings through structured client feedback.
- Partner across MSCI to deliver integrated solutions spanning private markets, total portfolio analytics and enterprise investment workflows.
Your Skills And Experience That Will Help You Excel
We are seeking an experienced client-facing professional who combines strong private markets knowledge with solution consulting expertise.
The Ideal Candidate Will Have
- 8+ years' experience in presales, solution consulting, client advisory or a similar client-facing role within private markets, financial technology or institutional investment management.
- Strong understanding of private equity, private credit, infrastructure and/or real assets, including fund structures, portfolio monitoring, performance measurement and benchmarking methodologies.
- Experience working with institutional investors such as pension funds, sovereign wealth funds, insurance companies, consultants, family offices or general partners.
- Excellent presentation, communication and stakeholder management skills, with the ability to explain complex concepts clearly to both business and technical audiences.
- A structured, analytical approach to problem solving and solution design.
- Experience supporting complex enterprise sales processes involving multiple internal and external stakeholders.
Technology & Data
- Understanding of enterprise data architectures, APIs, MCP-enabled integrations, cloud data platforms and modern investment technology ecosystems.
- Familiarity with data warehouses, custodians and investment data providers, including how portfolio, transaction and reference data moves across institutional investment workflows.
Education & Credentials
- A bachelor's degree in Finance, Economics, Mathematics, Engineering or a related discipline is required. An MBA, CFA, CAIA or equivalent professional qualification is highly regarded.
- Fluency in English is essential. Additional APAC language capabilities such as Japanese, Mandarin, Cantonese or Korean would be an advantage.
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, AI Learning Center , 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 vision – to power better 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 strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.
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
[email protected] 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.
To all recruitment agencies
MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.
Note on recruitment scams
We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com
