Financial Data Specialist

hace 2 meses

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

About Moody's

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

We're taking action to create a workplace where each person can be their true selves, reach their full potential and thrive on every level.

The Role

The Global Middle Office (GMO) provides transaction management support, workflow coordination, rating desk services, and other broad operational support to Moody's Investors Service's Rating teams.

The department works closely with the lines of business to improve both business process and data quality across the rating lifecycle.

Responsibilities

  • Support documents download process, including manual downloads and resolving issues related to the process.
  • Support 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).
  • Perform administrative tasks, including 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.
  • Monitor designated mailboxes to ensure timely and effective handling of internal and external client requests.
  • Facilitate resolution to technical issues and/or more sophisticated external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader.
  • Build positive relationships with clients to ensure customer satisfaction.
  • Demonstrate the ability to interact professionally with clients and deliver a high level of service across a high volume of transactions.
  • Promptly and efficiently raise conflicts/problems/database/data inconsistency.
  • Identify and research issues and/or discrepancies with data and/or requests for follow up with the analyst.
  • Resolve basic client inquiries.
  • Demonstrate increasing 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 as the need arises.
  • Provide back-up coverage for designated associate in the event of absence and holidays to ensure flawless service to GMO clients.
  • Will to accept new challenges.
  • Demonstrate flexibility with last minute changes in commitments and deadlines.
  • Contribute positively to the team even under pressure or when performing routine and/or administrative tasks.
  • Place interest of the team above individual self-interest.
  • Continue to develop broad based knowledge of financial instruments, terminology, and related business practices.

Requirements

  • Undergraduate/first-level degree (E.g. Bachelor's degree) required ideally within a Financial discipline.
  • Entry level position. Some meaningful work experience and/or relevant internship experience preferred. Previous financial data or product experience would be advantageous.
  • Excellent attention to detail and ability to complete repetitive process with no error.
  • Clear written and verbal communication skills with an ability to communicate business concepts to a senior audience.
  • Highly organized and efficient.
  • Competency in Microsoft Office (Outlook, Excel, Word and Powerpoint).
  • A strong client focused orientation with the drive and passion required to achieve results and assume customer satisfaction.
  • Strong interpersonal and teamwork skills.
  • Works using own initiative and without close supervision.
  • Strong administrator with excellent administrative skills.

About Us

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.

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