Daniela Aguirre Angulo Email & Phone Number

Mexico City, Mexico

Ciudad De México, México

Manage a portfolio of global institutional investors seeking to respond to market demand to integrate ESG into their investment process in order to provide sustainable and/or positive-impact-focused solutions to their clients. Main responsibilities:➢ Act as a trusted ESG Consultant and key liaison between clients and internal teams including: Product, Coverage, and Research.➢ Serve as the expert on MSCI ESG’s in-house methodologies, services, and solutions across all MSCI ESG client segments.➢ Drive key client initiatives to respond to global market trends and to enhance our internal ESG models and research methodologies.➢ Conduct strategy-specific ESG product trainings pertaining to clients’ financial objectives and investment strategies.➢ Develop and implement account management plans for ESG clients and design innovative processes using internal MSCI tools to enhance the client experience.➢ Perform frequent testing of new product features and product enhancements.➢ Work with clients on ESG market trends and investment strategies to help them integrate their ESG Policy for their investment process.

Key responsibilities: ➢ Key contributor to growth by achieving high client retention rates and increasing productivity ➢ Understand ESG clients’ investment process, needs and use cases to provide premium service to assigned accounts. ➢ Develop an in-depth knowledge of the ESG data processing within each team of the covered clients ➢ Gather information on how competitors’ data flows within the various teams of assigned clients ➢ Communicate client data management process and use case within the organization ➢ Contribute to the account management function by ensuring relevant ESG product and Research information is shared with clients ➢ Responsible for delivering client education and product training ➢ Answer detailed client inquiries about MSCI ESG products and methodology ➢ Become a Trusted Advisor by applying both product and client expertise to pro-actively identify solutions/product usage that create value for the client – hence contributing directly to up-selling and cross-selling opportunities ➢ Provide thought-leadership by sharing best practices within the client community, and leading workshops and seminars ➢ Create novel analysis that highlights the benefits of our products to current users to encourage deeper use. ➢ Work closely with account managers and sales support teams during product implementation and on boarding of new ESG clients.

Monterrey, Nuevo León, Mexico

Monterrey Area, Mexico