Financial Data Operations Specialist

hace 4 días


San José, San José, Costa Rica Zm Financial Systems A tiempo completo

Moody's empowers people to make better decisions and achieve brighter futures.

We are a global leader in the provision of credit ratings, research, and risk analysis solutions. Our mission is to provide unparalleled insights and expertise that inspire confidence in the capital markets.

The Financial Data Associate will play a critical role in supporting our global process, conducting multiple data-related processes on a regular basis.

- Conducts document downloads, resolves issues related to the process, and participates in future process improvements discussions

- Supports new deal set-up, data capture, lifecycle data maintenance, data quality assurance, and tracking support to the rating analysts within the designated Line of Business (LOB)

- Performs administrative tasks, including data updates, prepares rating actions, bulk rating actions, publishing ratings, research, and press release templates consistent with regulatory requirements and internal policies

- Monitors designated mailboxes to ensure timely and effective handling of internal and external client requests

- Organizes work to meet deadlines and time-sensitive requests/projects

- Facilitates resolution to technical issues and/or complex external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader

- Tracks and monitors tasks and discrepancies

- Builds positive relationships with clients to ensure customer satisfaction

- Demonstrates the ability to deal professionally with clients, delivering high-level service across a high volume of transactions

- Escalates conflicts/problems/database/data inconsistency promptly and efficiently

- Identifies and researches issues and/or discrepancies with data and/or requests for follow-up with the analyst

- Resolves basic client inquiries (both internal and external clients)

- Develops increasing awareness of procedures, guidelines, and regulatory requirements as it pertains to their job function by asking relevant questions

- Liaises with Rating Teams and other Moody's departments as required

- Provides back-up coverage for designated associates 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 deadlines

- Contributes positively to the team even under pressure or when performing routine and/or administrative tasks

- Places the interest of the team above individual self-interest

- Continues to develop broad-based knowledge of financial instruments, terminology, and related business practices

Requirements:

- An undergraduate/first-level degree (e.g., Bachelor's degree) required ideally within a financial field such as Business Administration, Finance, Economics, Industrial Engineering, Foreign Trade, Accounting among others

- Entry-level position; some relevant 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

- Advanced written and verbal command of English and Spanish

- 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

- Highly organized and efficient

- Competency in Microsoft Office, especially Excel (Pivot tables, lookup)

- A customer orientation with the drive and passion required to achieve results and assume customer satisfaction

- Strong interpersonal and teamwork skills



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