Financial Data Associate

hace 1 mes

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

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions. We're taking action by hiring diverse talent and providing underrepresented groups with equitable opportunities in their careers.

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.

Key Responsibilities
  • Support documents download process, including manual downloads and resolving issues related to the process.
  • Assist with 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.
  • Deliver high-level service across a high volume of transactions.
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 processes 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.

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