Financial Data Associate

hace 5 días

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

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.
As a
**Financial Data Associate, Bank Loans** on the Ratings Desk Services team you will work closely with various teams across Moody's, supervise and analyze bank loan data at initial and subsequent stage of the rating, conduct in-depth reviews of issuance/organizational documentation, identify market activity.
****:
**Responsibilities**:

- Ensure global regulatory controls (e.g., Dodd-Frank) and internal credit policy requirements are adhered to across the end to end ratings process
- Review, analyze and interpret critical legal, contingency or other provisions within deal documents (Credit Agreements, Term Sheets, Amendment documents, etc.)
- Monitor SEC filing, review and flag subsequent bank loan events (Refinancing, Amendment, Amend & Extend, Re-Pricing, Bifurcation, Add-Ons)
- Where appropriate, resolve whether further analysis is required by rating analyst
- Develop in-depth understanding of Moody's credit methodologies, issuer financial instruments, issuer document packages and related business practices
- Gather all required documentation and regularly track news wires/vendors and appropriately flag relevant items / developments related to debt markets.
- Proactive outreach and engagement with Issuers and market participants to secure a comprehensive view of the issuance portfolio
- Promptly and efficiently raise, identify and research issuance, discrepancies, differences, or otherwise and summarize findings for the analyst
- As part of the rating process, associate may connect with issuers, investors and intermediaries
- Provide professional and timely resolution related to inquiries for both internal and external clients
- Continue to develop knowledge of financial instruments, policies, methodology updates and any related business practices and other tasks/functions as the need arises

**This position will work in a hybrid model.
**

LI-Hybrid
LI-RA

**Qualifications**:

- Minimum undergraduate degree (e.g., Bachelor's degree) in Finance, Banking, Legal, Accounting or a related finance area
- 6+ months years of relevant experience required
- Familiarity with debt capital markets preferred (e.g.
coursework and/or relevant work experience) with prior experience in reviewing financial/legal documentation.
- Willing to accept new challenges and demonstrates flexibility with last minute changes in commitments and due dates and has the ability to prioritize tasks accordingly
- Demonstrates proven understanding of MS programs including: Outlook, Word, Excel and PowerPoint
- Attention to details, proven verbal, written communication and interpersonal skills a must
- Advanced command of English

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.
For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet

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