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Uk Private Capital Sales Specialist

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Social Value Portal Ltd

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

For over 40 years MSCI Private Capital (ex-Burgiss) has been at the forefront in delivering quality data, analytics and solutions to help private asset teams build their private capital portfolios with confidence. Private assets are playing a growing role in institutional portfolios. That means investors need reliable insights throughout the investment process. At MSCI, we offer an in-depth look at private capital portfolios and investments, with analytics, benchmarking and investment decision support that allows clients to view funds by vintage, asset class, geography and a range of other metrics. We are looking for a highly skilled, motivated, and service-oriented individual to join our sales team, focusing on selected segments within the institutional investor and family office community. This Sales Specialist role will be responsible for originating new business as well as maintaining existing client relationships for MSCI Private Capital suite of products. Travel may be required within the designated sales territory to meet with clients/prospects regarding new products as well as enhancements to existing products. The role entails positioning and closing sales with prospective clients, and upselling existing clients. Sales Specialists leverage their in-depth knowledge of the investment management process to identify needs and opportunities. This role is highly visible, with involvement in all aspects of an account, including senior level relationship management, product demonstrations, contract negotiation, sales closing, and ongoing relationship management. In this role, individuals will work very closely with Sales Management, Relationship Management, Client Service, Product Management, Legal, and Sales Operations. Compensation and title will be commensurate with experience.

Job Responsibility:

  • Achieve targeted quarterly and annual new net sales goals from clients
  • Develop strategic sales plan for allocated sales territory
  • Develop strong sales pipeline for each allocated country and industry segment
  • Lead client engagement, needs assessment, and solution pitches for clients across your coverage territory
  • High-level contact with clients/prospects and other major industry participants
  • Address client inquiries regarding products and solutions
  • Maintain accurate records regarding account visits, client conversations, finalized contracts
  • Work seamlessly with other departments (Client service, Research, Product Management, Legal, Billing) to ensure that all client requests and inquiries are managed appropriately
  • Proactively solicit client feedback regarding new initiatives and future product development
  • Provide feedback from clients to Marketing, Sales, Research and Product Development group

Requirements:

  • A track record of meeting and exceeding sales targets while selling to institutional clients
  • Strong financial knowledge and experience
  • Proven institutional sales closing skills and demonstrable track record in business development
  • Superior time management skills with the ability to handle multiple projects
  • Understanding of and in-depth experience dealing with major financial institutions, especially institutional investors
  • Strong understanding of financial markets and the investment process
  • Strong demonstrated institutional sales experience which includes having worked in financial services
  • Excellence in both individual achievement as well as teamwork with a diverse set of departments
  • Bachelor's Degree Required
  • MBA or Masters Degree preferred
  • Excellence in spoken and written English is required. A strong preference in having a local language
What we offer:
  • 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

Additional Information:

Job Posted:
March 19, 2026

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