At a Glance
- Tasks: Lead key workstreams and validate operating models for a major investment transformation.
- Company: Mission-driven asset owner focused on responsible stewardship and long-term investments.
- Benefits: Earn up to £700/day with hybrid working options in London.
- Other info: Join a dynamic team with opportunities for professional growth and collaboration.
- Why this job: Make a real impact on a £10bn+ endowment project while developing your skills.
- Qualifications: Experience in investment operations and familiarity with MSCI Total Plan required.
A Business Analyst - MSCI Total Plan with deep investment operations and front-office/risk understanding is required for a flagship MSCI Total Plan implementation for a £10bn+ endowment. The Business Analyst - MSCI Total Plan is a high-impact role within a multi-year transformation programme consolidating public, private, and real asset portfolios into a single investment book of record. The organisation is a mission-driven asset owner with a long-term investment horizon and a strong commitment to responsible stewardship.
This Business Analyst - MSCI Total Plan will step into a critical delivery position—owning key workstreams, validating the operating model, and partnering closely with the implementation team, front office, and risk stakeholders.
As the Business Analyst - MSCI Total Plan supporting the MSCI Total Plan implementation, you will take ownership of key functional work streams across a complex, multi-portfolio integration. The Business Analyst will work closely with the PM, existing BA, and MSCI implementation specialists to shape and validate the target operating model for a whole-fund investment book of record.
The successful Business Analyst - MSCI Total Plan will lead requirements definition, challenge assumptions, and ensure the solution design supports front-office, risk, performance, and policy needs across public markets, private markets, and real assets. The Business Analyst - MSCI Total Plan will collaborate with investment teams, risk, operations, and technology to ensure the platform is configured correctly and aligned to endowment-style workflows.
The Business Analyst - MSCI Total Plan role requires strong familiarity with investment data models, risk/performance concepts, and the nuances of asset-owner environments. You will support vendor configuration discussions, validate data flows, and ensure the integration approach—delivered via Microsoft Fabric and Python. You will also help shape the migration approach and ensure the consolidated whole-fund view is accurate, scalable, and fit for long-term reporting and governance.
To be a good fit, the Business Analyst - MSCI Total Plan will have:
- Experience working within an asset owner (endowment, pension fund, sovereign wealth fund, family office)
- Strong background in front-office, risk, or investment policy workflows
- Hands-on experience with MSCI Total Plan (Caissa)
- Understanding of whole-fund book of record design and investment data models
- Strong grasp of risk and performance concepts
- Ability to lead workstreams, validate operating models, and challenge design decisions
- Familiarity with SQL Server/data movement is helpful but not essential
- Comfortable working with technical teams delivering integrations in Microsoft Fabric and Python
If you are interested in this Business Analyst - MSCI Total Plan role and have strong experience with MSCI or comparable investment platforms, please send your CV ASAP via this advert or to Alfie@virtuetech.io.
Business Analyst MSCI Total Plan (Caissa) | Endowment / Asset Owner – Business Analyst (Contrac[...] employer: VirtueTech Recruitment Group
Join a mission-driven asset owner that prioritises responsible stewardship and long-term investment strategies. As a Business Analyst - MSCI Total Plan, you will thrive in a collaborative hybrid work environment in London, where your expertise will directly impact a £10bn+ endowment transformation project. With competitive pay and opportunities for professional growth, this role offers a unique chance to contribute to meaningful change in the investment landscape.
Contact Details:
VirtueTech Recruitment Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst MSCI Total Plan (Caissa) | Endowment / Asset Owner – Business Analyst (Contrac[...]
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and understanding their values. Practice common interview questions and think about how your experience aligns with the role. We want you to walk in feeling confident and ready to showcase why you’re the perfect fit for the Business Analyst position!
✨Showcase Your Skills
Don’t just tell them what you can do; show them! Bring examples of your past work or projects that highlight your skills in investment operations and risk management. We believe that demonstrating your expertise can really set you apart from the competition.
✨Apply Through Our Website
Make sure to apply through our website for the best chance at landing the role. We keep an eye on applications that come directly through us, so don’t miss out on that opportunity! Let’s get you one step closer to that Business Analyst role.
We think you need these skills to ace Business Analyst MSCI Total Plan (Caissa) | Endowment / Asset Owner – Business Analyst (Contrac[...]
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Analyst - MSCI Total Plan. Highlight your experience with investment operations and any relevant projects you've worked on that align with the job description.
Showcase Relevant Skills:Don’t forget to emphasise your familiarity with MSCI Total Plan (Caissa) and your understanding of investment data models. We want to see how your skills can contribute to our mission-driven asset owner environment.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language to describe your experiences and how they relate to the key responsibilities of the role. We appreciate brevity but also depth!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at VirtueTech Recruitment Group
✨Know Your Investment Operations
Make sure you brush up on your knowledge of investment operations and front-office/risk concepts. The interviewer will likely ask you to explain how these areas interact, so be ready to discuss your experience in detail.
✨Familiarise Yourself with MSCI Total Plan
Since this role specifically requires experience with MSCI Total Plan (Caissa), take the time to review its functionalities and how it integrates with investment data models. Being able to speak confidently about your hands-on experience will set you apart.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to lead workstreams and validate operating models. Think of examples from your past roles where you successfully challenged assumptions or improved processes, and be ready to share those stories.
✨Understand the Endowment Environment
Get a good grasp of what it means to work within an asset owner environment, particularly endowments. Be prepared to discuss how long-term investment horizons influence decision-making and governance, as this will show your alignment with the organisation's mission.
