Eddie Morris
Client Consultant @MSCI Inc.
Signup · Get unlimited contacts
WORK HISTORY
Client Consultant @MSCI Inc.
Philadelphia, PA, US
Advise institutional allocators on implementing portfolio management, reporting, and benchmarking tools to support strategic, data-backed investment decisions including >$40B AUM entities such as Pennsylvania PSERS, Virginia Retirement System, Morgan Stanley, and Vanguard Group.• Lead full-cycle relationship management: onboarding, needs assessment, product training, upselling, and renewals.• Establish cross-functional client relationships across their Investments, Risk, Operations, IR, Performance, and IT to drive enterprise adoption and to ensure alignment of technology solutions with investment and operational priorities.• Manage data such as client health, renewal risk, and contract milestones across client base — achieving 99% retention and contributing to ACV growth.• Drive recurring revenue through prospect demonstrations, renewals and upsells — exceeding $1M in 2023–2024.• Guide private capital focused analytics transformation efforts including taxonomy frameworks, workflow redesigns, and onboarding of forecasting tools.• Advised asset owner clients on adoption of data management solutions, helping them streamline document ingestion, data extraction, and enrichment workflows while ensuring transparency and auditability.• Partnered with clients to implement conversational and agentic AI solutions, enabling real-time analysis, customizable reporting, and dynamic dashboards tailored to CIOs, investment teams, and operations users—transforming the client experience across private markets.
EDUCATION
The Johns Hopkins University
Bachelor of Arts (BA), Economics
Villanova School of Business
Master of Business Administration - MBA
Villanova University
Master of Business Administration - MBA
ABOUT EDDIE MORRIS
Strategic relationship and business development leader with 9 years of experience in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.