Roles & Responsibilities:
The MIS Research group’s objective is to enable MIS to get the right research to the right people at the right time. The Research group is responsible for driving research content, conducting outreach, organizing product management & managing operational controls.
This role is part of the function that supports systems and processes for taking Moody’s investor outreach to the next level. This is a global team with members located in New York, Bangalore and Costa Rica.
Key activities include:
Drive initiatives aligned to MIS Research and Outreach objectives; develop and execute improvements through the identification of gaps/inefficiencies
Conduct requirements gathering, validation with stakeholders, training, documentation, testing and change management for outreach initiatives and processes.
Provide support and training to the broader analyst community and offshore teams on outreach systems and processes
Coordinate interactions with key stakeholders across Moody’s
Independently analyze issues and recommend solutions
Design and create presentations for management and deliver analytical reports; attend/present in meetings to research leadership
Perform data analysis and identify trends in an easy to absorb manner to improve outreach effectiveness and efficiency; accurately manage and maintain large volumes of data in Excel; proficient in Excel functions such as pivot tables, v-lookup, filter/sorting, index match, conditional formatting, etc.
Support the development, documentation and maintenance of operational documents
Serve as mentor to junior team members
BA/BS in business, finance, management, engineering or similar field
At least 4-7 years of professional relevant work experience, preferably working in a financial institution, with credit and/or research knowledge
Highly proficient in MS Word, Excel, and PowerPoint;
Knowledge of Salesforce or Marketo is a plus
Data analysis and visualization experience is a plus
Works independently with demonstrated ability to meet tight deadlines
Highly organized, efficient and strong attention to detail; execute priorities at a superior level
Exceptional attention to detail relating to written and financial research content, metrics tracking and reporting, creating, modifying, manipulating high volumes of data
Polished, professional email and phone communication style is essential
Experience in producing management presentations
Ability to adapt and multi-task
Collaborative with ability to balance multiple priorities; constructive attitude
Strong communication skills and ability to foster a free exchange of ideas
A positive outgoing attitude with good interpersonal skills, and the ability to build strong professional relationships with both internal and external parties
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. For New York City positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the New York City Fair Chance Act. For all other applicants, qualified applicants with criminal histories will be considered for employment consistent with the requirements of applicable law.
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