Private Capital Solutions Consultant

MSCI • San Francisco, CA

9d • $100,000 - $130,000

About The Position

As a PCS Consultant in our Coverage team, you’ll be at the forefront of strengthening strategic partnerships and delivering exceptional client experiences across the private markets landscape. This role exists to deepen client relationships and uncover opportunities to connect clients with our integrated solutions—bringing transparency, clarity, and confidence to their investment decisions. You’ll play a pivotal role in ensuring our clients realize the full value of MSCI’s private markets solutions through trusted, long-term collaboration. If you are relentlessly client-focused, excel at uncovering client needs, and are ready to seize opportunities, this is your opportunity to make a difference.

Requirements

• 5–7 years of relevant experience in client-facing roles within asset management, financial services, or fintech
• Proven experience managing institutional client relationships and driving commercial outcomes
• Strong knowledge of private markets or a demonstrated interest in alternative investments
• CAIA or CFA designation, or a strong commitment to pursue certification
• Excellent communication and interpersonal skills with the ability to build credibility with senior stakeholders
• Strategic thinker with an ability to uncover opportunities and align solutions to client goals
• Bachelor's degree (BA, BS or equivalent) from an accredited four-year college
• Collaborative mindset and experience working cross-functionally with Sales, Product, and Operations teams

Responsibilities

• Drive client satisfaction and retention by cultivating strong, trust-based relationships with stakeholders across a designated territory or channel
• Identify and close cross-sell opportunities by aligning new product offerings with evolving client needs and business priorities
• Develop and execute tailored client engagement strategies to ensure alignment with MSCI’s private markets value proposition
• Lead relationship onboarding and transitions, collaborating closely with Sales, Client Service, and Operations teams to ensure a seamless client experience
• Act as the central point of coordination for ongoing client activity, inquiries, and escalations, ensuring responsive and high-quality service
• Partner with internal teams to relay client insights that shape future solution development and enhancements
• Participate in sales cycles for new clients to build early-stage rapport and ensure successful handoffs into relationship management
• Track relationship milestones, client feedback, and renewal outcomes to inform account strategy and continuous improvement

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees