This is the leadership position and a critical role for the Moody’s Investors Service (MIS) Investor Management Team within the MIS Commercial Group. Designed to support the demand for MIS Ratings in the Americas Region, the role requires for active management of a team of global professionals managing investor relationships, ensuring they provide investors with awareness of all relevant research, events and access to analysts. Additionally and separately, providing information on MIS products and services as well as collecting feedback on MIS in the market and shifts in investor demand patterns.
- Lead and manage a cross regional team of professional Investor Managers, provide regular support to ensure their targets are met and escalate any issues that result.
- Create, maintain and implement an annual business plan for the IM team. Agree with all stakeholders.
- Ensure the Investor Management Team operates within compliant guidelines and act as the point person for all compliance issues.
- Ensure the IM team are appropriately positioned with access to systems to maximize job efficiency.
- Build and maintain a network of senior level relationships with key influencers and decision makers within the institutional investor community, targeting senior level professionals in investment, credit and risk management.
- Strategize with your team new and growing segments within investor community such as Hedge Funds, Alternative Asset Managers and Private Equity to determine use of ratings in the investment decision making process and ensuring MIS is positioned to deliver and engage appropriately.
- Provide a senior level interface with investors to represent MIS’s capabilities. Must be able to listen, acknowledge and respond to investors view points and questions.
- Facilitate meetings for rating MD's, analysts and their counterparts at Investor organizations, so that investors have timely access to MIS opinions and ratings rationales and drivers.
- Understand investor benchmarking activity to indices and internal measures. Lead on development of strategies to demonstrate differentiation for MIS
- Manage Investor Managements outreach activity and provide strategic direction for MIS Commercial’s investor outreach objectives.
- Communicate and promote an understanding of new initiatives with senior level contacts. Obtain their buy in and ensure a regular review rhythm is established.
- Ensure appropriate feedback is provided by the team on MIS Commercial product development perceptions and needs using feedback from investors.
- Provide appropriate feedback on research and investor behavior to ratings groups.
- Provide MIS with in-depth knowledge of investor organization (e.g. perception of MIS current issues and challenges, role of ratings, information needs/gaps).
- Provide feedback on shifts in investment strategy which may include active vs passive behavior and endorsement needs.
· Strong academic background. Degree in Business, Banking or Economics
· Post-graduate qualification (Masters) an advantage
Key Skills – Technical
- Well-developed IT skills including advanced Microsoft Office applications, Powerpoint, Advanced Excel as well as use of Bloomberg
Key Skills – Non Technical
· Proven experience in working to tight deadlines
· Ability to adapt to changing market conditions and business environment
· Understanding of the finance industry and the role Rating Agencies & Investors play
· Strong interpersonal and marketing skills
· Ability to communicate clearly and negotiate at various with strong persuasion skills
· Highest ethical standards and working in a multi-cultural environment
· Professional, pro-active, flexible, diligent , dependable and team player
· Strong sense of urgency, and a pro-active "can do" approach
· Highly organized and efficient, Sound judgment -capable of developing independent opinion and defending own views
· English, spoken and written fluency is essential. It would be highly beneficial to have Spanish and or Portuguese.
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