Executive Administrative Professional

hace 7 días


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

About the Role

We are seeking an experienced Executive Assistant to join our Investor Relations team at Zm Financial Systems. As an Executive Assistant, you will play a critical role in supporting the Head of Investor Relations in coordinating the work of the Investor Relations Team.

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.


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