Job Description

Experience Level: Experienced Hire

Categories:

• Credit Analysis & Research

Location(s):

• 405 Howard Street, Suite 300, San Francisco, California, 94105, US

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are, with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Role/Responsibilities:

As a Financial Data Associate, you will provide and coordinate a comprehensive business administration service to management and rating analysts within the designated Line of Business (LOB). The successful candidate will be responsible for all administrative work related to a subset of deals which includes:

• Support new deal set-up, data capture (e.g., amendments), lifecycle data maintenance, data quality assurance and tracking support to the rating analysts within the designated Line of Business (LOB).
• Perform administrative tasks including but not limited to data updates, preparing 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. Organize work to meet deadlines and time-sensitive requests/projects.
• Facilitate resolution to technical issues and/or more complex external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader.
• Build positive relationships with clients to ensure customer satisfaction.
• Demonstrate the ability to deal professionally with clients. Deliver a high level of service across a high volume of transactions.
• Promptly and efficiently escalate conflicts/problems/database/data inconsistency.
• Able to 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.
• Demonstrate flexibility with last minute changes in commitments and deadlines.
• Contribute positively to the team even under pressure or when performing routine and/or administrative tasks.
• Place the interest of the team above individual self-interest.
• Continue to develop broad-based knowledge of financial instruments, terminology, and related business practices.

Qualifications:

• Entry level position. Some relevant work experience and/or relevant internship experience preferred.
• Undergraduate/first-level degree (e.g., Bachelor’s degree).
• 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 (Outlook, Excel, Word and PowerPoint).
• A strong client-focused orientation with the drive and enthusiasm required to achieve results and ensure customer satisfaction.
• Strong interpersonal skills.

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