Temporary Financial Data Associate - 6 Months

  • San José
  • Zm Financial Systems

Imagine what we can INSPIRE with you

Moody’s empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together.

Moody’s Investors Service is among the world’s most respected and widely utilized sources for credit ratings and research. Our opinions and analysis on a broad range of credit obligors and obligations are valued around the world for their insight and rigor.

At MIS, our workplace culture supports our mission to be the Agency of Choice for our customers, employees and future employees. Our Culture focuses on Excellence and embodies behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect and Passion. Our people are our core asset and we look beyond outcomes to ensure that behaviors and interactions matter.


Ratings Operations & Controls


As a Temporary Financial Data Associate , you will work in a dedicated team supporting a global process, entering financial data into Moody’s internal databases. In this role, you must understand an operational process, perform market data research, navigate various data environments to make data updates, perform data integrity checks, interpret policies and procedures, provide a world-class service, and track and report on activity.

Main responsibilities include:

  • Coordinate and support documents download process. This includes but is not limited to performing manual downloads, resolving issues related to the process, participating in future operational improvements discussions.
  • 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; participates in projects
  • Monitors designated mailboxes to ensure timely and effective handling of internal and external client requests. Organizes work to meet delivery dates and time critical requests/projects.
  • Facilitates resolution to technical issues and/or more complex external inquiries with supervision by Senior Financial Data Associate/Specialist/Team Leader
  • Track and monitor tasks and discrepancies
  • Builds positive relationships with clients to ensure customer satisfaction
  • Demonstrates the ability to deal professionally with clients. Delivers high level of service across a high volume of transactions.
  • Promptly and efficiently calls out discrepancies/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 growing 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 due dates
  • Collaborates 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

This is a limited duration employment opportunity - 6 months


Qualifications :

  • Academic background : an undergraduate/first-level degree (E.g. Bachelor’s degree) required ideally within a Financial field such as Business Administration, Finance, Economics, Industrial Engineering, Foreign Trade, Accounting among others

  • Experience : Entry-level position. Some relevant work experience and/or relevant internship experience is helpful. Previous financial data or product experience would be advantageous.

  • Knowledge or experience in analyzing financial documents is required.

  • Language skills :Advanced English and Spanish written and verbal command :

  • Works using own initiative and without close supervision

  • Strong administrator with excellent administrative skills

  • 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, especially Excel (Pivot tables, lookup)

  • A customer orientation with the