Client Service Analyst - Total Plan Transparency Data

We are proud to announce that Burgiss is now part of MSCI. Together we will build transparency, a common language, and innovative solutions for global investors in public and private assets.
With over 30 years of expertise in alternative investments, we offer unrivalled data, analytics, and transparency that enable asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. Our solutions serve 1,000+ clients in more than 30 countries, delivering data that represents over $15 trillion in assets. With offices throughout the Americas, EMEA, and Asia Pacific, we leverage our network and expertise so that we can service our clients by focusing on their varying needs across regions.
Job Description:
The Client Service Analyst provides product support to clients and prospects. Through hands-on training and exposure to Burgiss products, this individual will gain valuable product and investment knowledge, while building client relationship skills. This role focuses on Liquid Market and Private Capital data within the Caissa Platform. The Client Service Analyst is responsible for managing, reviewing, and resolving fund level data queries in accordance with established service level agreements and precision standards for Total Plan clients.
Essential Functions and Responsibilities:
• Acquire a thorough understanding of the Caissa platform with a focus on Liquid Market and Private Capital Transparency Data, as well as the rest of the Burgiss product suite, and how our products fit into client's organizations and their processes.
• Provide best data practices.
• Provide first - tier data support, addressing fund level data related inquiries via email, phone calls and Microsoft teams meeting
• Coordinate with teams internally to achieve end to end fulfillment of requests. This involves determining and defining each project plan, scoping, and objective setting for each client involving all relevant stakeholders and ensuring technical feasibility.
• Develop various documents, materials, and reporting templates to facilitate the successful execution of each client's data utilizing best practices, techniques, and standards
• Support the smooth execution of clients' Transparency Data requirements, including managing custom data needs.
• Troubleshooting data latency, data sourcing identification or system technical issues
• Proactively examine all data, processes, and technologies to evaluate the current state and critical problems for clients.
Required Qualifications and skills:
• Bachelor's degree (Finance, Economics, or similar field a plus, but not required)
• 1-2 years of finance, accounting, or investment experience
• Strong analytical, problem-solving, organizational, and interpersonal skills
• Strong written and verbal communication skills
• Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus
• Proficiency in Microsoft Excel a plus
• Progress towards CFA, CAIA, CIPM, or FRM a plus
• Training, consulting, or client presentation experience a plus, but not required.