Manager- Analytic Data Financial Institutions Group

hace 2 semanas

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

People management responsibilities include the following:

  • Participate in recruitment, selection and onboarding activities for "class" and ad hoc hiring
  • Lead performance evaluation process of FDAs supporting FIG teams; provide ongoing coaching and feedback as appropriate
  • Identify and supervise hardworking FDAs and provide input into the promotion process
  • Drive stronger performance management culture by identifying and proactively leading underperformance
  • Mentor and develop staff, including facilitation of career development planning and opportunities; Encourage team members to take ownership for their career goals
  • Assign relevant training to support FDA development (e.g., methodology, asset class training, financial statement analysis)
  • Operational management responsibilities include the following:
  • Lead FDAs' portfolio/workflow allocation
  • Resource plan by rebalancing portfolios across deliverables and projects
  • Coordinate work demands from various collaborators to understand priorities and ensure deadlines are met
  • Assign FDAs to discrete work items and ad hoc assignments as appropriate
  • Partner with R&R lead analysts and RRS Management to ensure that work gets assigned to appropriate levels within RRS
  • Collaborate with business partners supporting the operations (outsourcers, other global managers, etc.) to use resources efficiently for delivery of data
  • Regularly collaborate with Moody's ratings analysts regarding defect investigations and enhancement requests related to internal tools and systems.
  • Promote crossfunctional interaction across FIG rating teams, MIS Technology, Moody's Support Center, ICRA and Analytic Data Management and builds a reputation as a pragmatic problem solver who collaborates constructively towards achieving iterative improvements and operational efficiencies.
  • Lead projects and processes critical to ratings and research
  • Recommend and implement improvements in execution, including Quality Control processes
  • Direct financial data related management of FDAs includes the following:
  • Ensure FDAs complete training; continually improve training curriculum
  • Support outsourcers with process and accounting questions, training, and onboarding
  • Create and ensure maintenance of highquality data standards according to accuracy SLAs
  • Quality Control responsibilities include the review accuracy of financial data and adjustments
  • BA/BS in Business, Finance, Accounting, Economics, or similar field
  • Validated experience 47+of credit and ratings analysis of corporations, operations, finance, accounting, or financial statement analysis
  • 1+ years of experience training and mentoring junior support team
  • Experience working with financial data/statement analysis; knowledge of Moody's methodologies is helpful
  • Excellent communication (written and verbal) and relationshipmanagement skills
  • Proficiency in English and Spanish required
  • Strong interpersonal and administrative skills
  • Ability to perform in a fastpaced environment, prioritize, focus and work independently
  • Ability to multitask and reprioritize as business priorities change, collaborating with senior management across teams and demonstrating ability to make quick decision making for time sensitive situations
  • Basic operational and/or process knowledge and capacity planning
  • Experience structuring and organizing projects with successful implementation and project management
  • Proficient in MS Excel, Word, and PowerPoint
  • Clientfocus, and with strong problemsolving skills


The Manager will directly lead a team of Financial Data Analysts (FDAs) in support of the Ratings & Research (R&R) and Ratings & Research Support (RRS) functions for the Financial Institution Group (FIG).

FDAs provide Ratings & Research (R&R) and Ratings & Research Support (RRS) with the required analytical information and analysis.

The Manager will coordinate and direct FDA workload with an emphasis on supporting the team in providing critical financial and operational data for ratings and research within the agreed upon timeframes, ensuring output is of appropriate quality and implementing and maintaining effective process to empower accuracy, timeliness, and consistency within the team.

The Manager will also lead their team on operational projects key to supporting Moody's ratings and research. In addition, the Manager will work to attract, hire, develop, empower, and retain dedicated junior analytical staff.

The Manager role plays a critical part in establishing relationships with our stakeholders in R&R and RRS.

The Manager will need to have a diverse ability to own the operations and engage and collaborate with other teams in Moody's such as Moody's Analytics, Moody's Information Technology (MIT), Human Resources (HR), Compliance, Business Planning and Outsourcers.

Collaboration with R&R and RRS is expected to successfully deliver on the ROC operating model by proactively seeking opportunities t

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