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Business Operations Coordinator

hace 1 semana

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

**About Us**

Zm Financial Systems empowers people to make better decisions and achieve brighter futures. Our mission is to be the Agency of Choice for our customers, employees, and future employees.

We focus on Excellence, embodying behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect, and Passion. Our people are our core asset, and we look beyond outcomes to ensure that behaviors and interactions matter.

Job Summary:

The Executive Assistant will assist the Head of Investor Relations in coordinating the work of the Investor Relations Team. This position will be responsible for coordinating many aspects of the planning and delivery of the Investor Relations team's goals.

Key Responsibilities:

  • Coordinate internal and external facing work of the Investor Relations Team.
  • Track Investor Relations projects and report progress against key milestones.
  • Support analysis of metrics against benchmarks, reporting, and action plans.
  • Collect and prepare information/presentation materials for high-level meetings or discussions with senior leadership team members, staff, and outside individuals.
  • Makes high-level contacts of a sensitive nature inside and outside the company.
  • Liaise with other departments to ensure needs are understood and met.
  • Assist with organizing team onsite meetings and follow up action items.
  • Manage ad hoc projects.
  • Provide suggestions for improving processes and overall efficiency in the organization.
  • Coordination with Senior Management - travel for roadshows, conferences, and office visits.
  • Calendar control and coordination after staff meetings.
  • Handle details that are time-sensitive and highly confidential and critical in nature - exercises confidentiality, tact, and diplomacy to resolve conflicts.
  • Possesses in-depth knowledge of company operations, policies, and procedures.
  • Investor meeting scheduling with IR.
  • Manage the IR mailbox tracking general inquiries, all investor materials requests, analyst reports, MCO reports, and organize the long-term archive folders.
  • Facilitate support for the Associate Financial Analyst with data entry and management in Ipreo.
  • Manage Slack channel requests through UCC Operations team and Legal / Compliance / IT Steering Committee.
  • Ensure proper access of Moody's personnel from across MSS, MA, and MIS providing support via Slack for the earnings call and conferences or NDR's with MIS participants.
  • Facilitate and archive Slack channels for events and investor calls that include ELT members or Senior Management.
  • Manage invoice submissions with vendors and track invoice status in the AP dashboard.
  • Process Procurement & Sourcing requests for projects, team licensing, and subscriptions.
  • Facilitate management of new IR SharePoint site.
  • Facilitate organization and updating of files to the IR Shared drive.
  • Coordinate new hire onboarding technology setup, schedule introductory meet and greets, trainings, and system access; process internal transfers and facilitate off-boarding process.
  • Process monthly Travel & Entertainment expenses for the IR team.