Financial Data Coordinator

hace 1 semana

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

Company Overview

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Zm Financial Systems empowers people to make better decisions and achieve brighter futures. We are a leading provider of financial data management solutions, and our mission is to deliver high-quality services to our clients.

Job Description

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We are seeking a highly organized and detail-oriented Financial Data Associate to join our team. The successful candidate will work in a dedicated team supporting a global process, conducting multiple data-related processes. Key responsibilities include overseeing documents download process, supporting 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). In addition, the candidate will perform administrative tasks, monitor mailboxes to ensure timely and effective handling of internal and external client requests, organize work to meet deadlines and time-sensitive requests/projects, facilitate resolution to technical issues and/or more complex external inquiries with supervision, track and monitor tasks and discrepancies, build positive relationships with clients to ensure customer satisfaction, demonstrate the ability to deal professionally with clients, deliver a high level of service across high volume of transactions, promptly and efficiently escalate 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 (both internal and external clients), 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 (Commercial, Information Technology, etc.) as required, provide back-up coverage for designated associate 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 administrative tasks, places interest of the team above individual self-interest, continue to develop broad-based knowledge of financial instruments, terminology, and related business practices.

Required Skills and Qualifications

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To be successful in this role, you will need:

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  • 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">

Benefits

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As a valued member of our team, you can expect:

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  • A competitive salary package">
  • Ongoing training and development opportunities">
  • A dynamic and supportive work environment">
  • The chance to work with a talented and diverse team">
  • Access to state-of-the-art technology and tools">
  • A comprehensive benefits package including health insurance, retirement plan, and paid time off">

Others

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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, age, marital status, or any other characteristic protected by applicable law. If you're passionate about working in a fast-paced and dynamic environment, and have the skills and qualifications we're looking for, please submit your application today

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