Senior Financial Data Associate
San Jose-Costa Rica
hace 4 días

Provide global transactional life cycle management and rating desk services to Lines of Business (LOBs). Ensure accurate and timely publication and dissemination of ratings related information.

Strategize with LOBs to address new business initiatives and market trends. Develop, centralize and implement guidelines and processes to ensure MIS remains flexible to the business, market, and regulatory environments.

Provide guidance and direction for Financial Data Associates.

Oversee and ensure quality assurance, completion of team workflow.

Consolidation and reporting activities within the scope of the PRO activities.

In conjunction with the Rating group, consolidate list of Rated Entities to be considered in Portfolio Reviews for completeness and accuracy.

Scheduling the Portfolio Reviews.

Setting up Portfolio Review Announcement using Moody’s applications.

Setting up the Portfolio Review conflict checks via Moody’s applications.

Generating and retaining a report that evidences participants’ conflict check

Preparing, circulating and retaining Portfolio review Material for the Portfolio Review.

Sharing the draft Announcement of Periodic Review with the issuer.

The retention of the notification to the issuer and the issuer response (if any).

Update, review, approving of Publication of the Announcement of Periodic Review.

Managing the centralized issuer contact management system for quarterly issuer reminder emails.

Sending quarterly issuer reminders from a centralized system.

Tracking and reporting activities within the scope of above activities.

Deliver efficient, timely and high quality of service, across a high volume of transactions.

Identify, research and resolve issues involving process or processing errors.

Maintain and manage assigned queue.

Participate in various ongoing and ad hoc projects as necessary.

General business administration role in a Financial Services Organization

Exercise professionalism, discretion and judgment to communicate requests and / or concerns to upper management as needed.

Handles various aspects of the operational responsibilities by exercising discretion with minimal supervision.

Organizes work to meet deadlines and time sensitive requests / projects.

Demonstrates adherence to procedures, guidelines and regulatory requirements as it pertains to the job function.

Provide back-up coverage for team in the event of absence and holidays to ensure seamless service.


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

Entry level position. Some relevant work experience and / or relevant internship experience preferred.

BA / BS degree.

Demonstrate experience working with databases and systems.


Experience working in a financial environment preferred.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

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