Financial Data Associate

hace 2 semanas

San Francisco, Heredia, Costa Rica Moody's A tiempo completo
As a

Financial Data Associate, you will work in a dedicated team supporting a global process, entering financial data into Moody's internal databases. In this role, you must understand an operational process, perform market data research, navigate various data environments to make data updates, perform data integrity checks, interpret policies and procedures, provide a world-class service, and track and report on activity.

Main tasks:

  • Coordinate and support documents download process. This includes but is not limited to performing manual downloads, resolving issues related to the process, participating in future operational improvements discussions.
  • Support new deal setup, data capture (e.g., amendments), lifecycle data maintenance, data quality assurance and tracking support to the rating analysts within the designated Line of Business (LOB)
  • Performs administrative tasks including but not limited: to data updates, prepares rating action, bulk rating actions, publishing ratings, research and press release templates and disclosures consistent with regulatory requirements, internal policies and guidelines for designated LOB support; participates in projects
  • Monitors designated mailboxes to ensure timely and effective handling of internal and external client requests. Organizes work to meet delivery dates and time critical requests/projects.
  • Facilitates resolution to technical issues and/or more complex external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader
  • Track and supervise tasks and discrepancies
  • Builds positive relationships with clients to ensure customer satisfaction
  • Demonstrates the ability to deal expertly with clients. Delivers high level of service across a large volume of transactions.
  • Promptly and efficiently calls out discrepancies/problems/database/data inconsistency
  • Able to identify and research issues and/or discrepancies with data and/or requests for follow up with the analyst.
  • Resolves basic client inquiries (both internal and external clients)
  • Demonstrates growing awareness of procedures, guidelines and regulatory requirements as it pertains to their job function by asking relevant questions.
  • Liaison with Rating Teams and other Moody's departments (Commercial, Information Technology, etc.) as the need arises
  • Provide backup coverage for designated associate in the event of absence and holidays to ensure seamless service to GMO clients
  • Willing to accept new challenges
  • Demonstrates flexibility with last minute changes in commitments and due dates
  • Collaborates positively to the team even under pressure or when performing routine and/or administrative tasks
  • Places interest of the team above individual selfinterest
  • Continue to develop broad based knowledge of financial instruments, terminology, and related business practices

This position will be in a hybrid work model.
LI-RA
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Academic background: Bachelor's degree in Business Administration, Finance, Economics, Industrial Engineering, Foreign Trade, Accounting or any other relevant field
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Experience: Entry-level position. Some meaningful work experience and/or relevant internship experience is helpful. Previous financial data or product experience would be advantageous.

  • Knowledge or experience in analyzing financial documents is required.
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Language skills:Advanced
English and Spanish written and orally:

  • Works using own initiative and without close supervision
  • Strong administrator with excellent administrative skills
  • Excellent attention to detail and ability to complete repetitive processes with no error
  • Clear written and verbal communication skills with an ability to communicate complex business concepts to a senior audience.
Ratings Operations & Controls

Moody's is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.

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