Senior Financial Data Analyst

hace 3 semanas


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

We are seeking a highly skilled Senior Financial Data Analyst to join our Ratings Desk Services team at Moody's. As a key member of our team, you will be responsible for analyzing and interpreting complex financial data to support our rating process.

Job Description

In this role, you will work closely with various teams across Moody's to supervise and analyze bank loan data at initial and subsequent stages of the rating. You will conduct in-depth reviews of issuance/organizational documentation, identify market activity, and ensure global regulatory controls (e.g., Dodd-Frank) and internal credit policy requirements are adhered to across the end-to-end ratings process.

You will review, analyze, and interpret critical legal, contingency, or other provisions within deal documents (Credit Agreements, Term Sheets, Amendment documents, etc.) and monitor SEC filings. Additionally, you will review and flag subsequent bank loan events (Refinancing, Amendment, Amend & Extend, Re-Pricing, Bifurcation, Add-Ons), resolve whether further analysis is required by the rating analyst, and develop an in-depth understanding of Moody's credit methodologies, issuer financial instruments, issuer document packages, and related business practices.

Responsibilities
  1. Ensure global regulatory controls (e.g., Dodd-Frank) and internal credit policy requirements are adhered to across the end-to-end ratings process
  2. Review, analyze, and interpret critical legal, contingency, or other provisions within deal documents (Credit Agreements, Term Sheets, Amendment documents, etc.)
  3. Monitor SEC filings, review, and flag subsequent bank loan events (Refinancing, Amendment, Amend & Extend, Re-Pricing, Bifurcation, Add-Ons)
  4. Resolve whether further analysis is required by the rating analyst
  5. Develop an in-depth understanding of Moody's credit methodologies, issuer financial instruments, issuer document packages, and related business practices
  6. Gather all required documentation and regularly track news wires/vendors and appropriately flag relevant items / developments related to debt markets
Requirements
  • 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
Estimated Salary Range

$80,000 - $120,000 per year, based on location and experience.



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