• Competitive
  • San Francisco, CA, USA
  • Permanent, Full time
  • Moody's
  • 2018-10-16

Financial Data Associate

Location: San Francisco, CA, USA

  • Perform tasks including but not limited: to data and research updates, 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
  • Organize work to meet deadlines and time sensitive requests/projects
  • Facilitate 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
  • Ensure quality of dissemination of research and thereby containing errors in ratings publication
  • Build positive relationships with clients to ensure customer satisfaction
  • Demonstrate the ability to deal professionally with clients. Deliver high level of service across high volume of transactions
  • Promptly and efficiently escalate conflicts/problems/database/data inconsistency
  • Ability to identify and research issues and/or discrepancies with data and/or requests for follow up with the analyst
  • Resolve basic client inquiries (both internal and external clients)
  • Demonstrate increasing awareness of procedures, guidelines and regulatory requirements as it pertains to their job function by asking relevant questions
  • Liaise with Rating Teams and other Moody's departments (Legal, Compliance, Commercial, Information Technology, etc.) as required
  • Provide back-up coverage for designated associate in the event of absence and holidays to ensure seamless and global service to GMO clients
  • Willing to accept new challenges
  • Demonstrate flexibility with last minute changes in commitments and deadlines
  • Contribute positively to the team even under pressure or when performing routine and/or administrative tasks
  • Place interest of the team above individual self-interest
  • Continue to develop broad based knowledge of financial instruments, terminology, and related business practices


  • 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)
  • 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.
Entry level position. Some relevant work experience and/or relevant internship experience preferred. Undergraduate/first-level degree (E.g. Bachelor's degree)

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The Corporation, which reported revenue of $3.6 billion in 2016, employs approximately 10,700 people worldwide and maintains a presence in 36 countries. Further information is available at www.moodys.com.

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 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. 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.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law.

MIS and MSS Candidates are asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.