38 Financial Data Associate Jobs in San Francisco, CA
SORT BY
F
D
M
m
M
T
C
A
R
K
I
T
D
F
V
V
V
C
W
J
W
A
Q
A
W
Moody is Hiring a Financial Data Associate Near San Francisco, CA
Experience Level: Experienced Hire
Categories:
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.
Role/Responsibilities :
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:
Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
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.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.
Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
Categories:
- Credit Analysis & Research
- 405 Howard Street, Suite 300, San Francisco, California, 94105, US
If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.
Role/Responsibilities :
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
Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.
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.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.
Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
Job Summary
JOB TYPE
Intern
INDUSTRY
Retail
SALARY
$73k-89k (estimate)
POST DATE
07/08/2024
EXPIRATION DATE
08/04/2024
WEBSITE
moodyscorner.com
HEADQUARTERS
RIVER FALLS, WI
SIZE
<25
FOUNDED
1940
CEO
ROBERT E MOODY
REVENUE
$5M - $10M
INDUSTRY
Retail
Related Companies
Show more
The job skills required for Financial Data Associate include Microsoft Office, Commitment, Attention to Detail, Verbal Communication, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Data Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Data Associate. Select any job title you are interested in and start to search job requirements.
Show more
The following is the career advancement route for Financial Data Associate positions, which can be used as a reference in future career path planning. As a Financial Data Associate, it can be promoted into senior positions as a Financial Reporting Accountant II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Data Associate. You can explore the career advancement for a Financial Data Associate below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
