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)
Performs administrative tasks including but not limited: to 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
Monitors designated mailboxes to ensure timely and effective handling of internal and external client requests. Organizes work to meet deadlines and time sensitive requests/projects.
Facilitates resolution to technical issues and/or more complex external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader
Builds positive relationships with clients to ensure customer satisfaction
Demonstrates the ability to deal professionally with clients. Delivers high level of service across high volume of transactions.
Promptly and efficiently escalates 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.
Resolves basic client inquiries (both internal and external clients)
Demonstrates 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
Demonstrates flexibility with last minute changes in commitments and deadlines
Contributes positively to the team even under pressure or when performing routine and/or administrative tasks.
Places interest of the team above individual self-interest
Continue to develop broad based knowledge of financial instruments, terminology, and related business practices
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 process 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 assume customer satisfaction.
Strong interpersonal skills
This job description is issued as a guideline to assist you in your duties, it is not exhaustive and we would be pleased to discuss any constructive comments you may have. Because of the evolving nature and changing demands of our business this job description may be subject to change. You may, on occasion, be required to undertake additional or other duties within the context of this job description, and according to the needs of the business.
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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