Manager-Analytical Data Support

San José, Costa Rica
Dec 20, 2020
Jan 02, 2021
Job Function
Credit Analysis
Industry Sector
Finance - General
Employment Type
Full Time
Job Description The Manager-RRS & Operations will directly manage a team of Associates and Financial Data Analysts (FDAs). dedicated to provide Ratings & Research (R&R) with the required analytical information and analysis. The manager will coordinate and direct Associate and FDA workload as well as ensure the analytical work produced for R&R is of appropriate quality using judgment and experience. In addition, the Manager will work to attract, hire, develop, motivate and retain talented junior analytical staff.
The Manager role is an internally facing role requiring regular and extensive interactions with the R&R function. Strong collaboration with R&R is expected to successfully deliver on the RRSO/R&R operating model by proactively seeking opportunities to enhance existing process efficiencies.
This is a critical role providing incumbents with management experience, extensive interaction with analysts and managers in R&R and the opportunity to shape RRS and the broader RRS/R&R relationship.
The Manager will also need to have a diverse skill set in order to lead the operations and engage and collaborate with other teams in Moody's such as Moody's Analytics, Moody's Information Technology (MIT), Human Resources (HR), Compliance, Business Planning and Outsourcers

The Role / Responsibilities:
  • People management responsibilities include the following:
    • Participate in recruitment, selection and onboarding activities for "class" and ad hoc hiring.
    • Manage performance evaluation process of Associates and FDAs; provide ongoing coaching and feedback as appropriate.
    • Identify and monitor high performing Associates and FDAs and provide input into the promotion process.
    • Drive stronger performance management culture by identifying and proactively managing underperformance.
    • Mentor and develop staff, including facilitation of career development planning and opportunities; Encourage employees to take responsibility for their career goals.
    • Assign relevant training to support Associate and FDA development (e.g., methodology, asset class training, financial statement analysis).
  • Operational management responsibilities include the following:
    • Manage Associates' and FDAs' portfolio/workflow allocation
      • Resource plan by re-balancing portfolios across deliverables and projects;
      • Coordinate work demands from various stakeholders to understand priorities and ensure deadlines are met
      • Assign Associates and FDAs to discrete work items and ad hoc assignments as appropriate
      • Partner with R&R lead analysts and RRS Management to ensure that work gets assigned to appropriate levels within RRS
    • Collaborate with business partners supporting the operations (outsourcers, other global managers, etc.) to use resources efficiently for delivery of data
    • Work closely with IT to improve technology and databases
    • Lead projects and processes critical to ratings and research
    • Recommend and implement process improvements, including Quality Control processes
  • Direct credit-related management of Associates includes the following:
    • Management of analytical quality and consistency for assigned portfolio produced by Associates. Provide analytical oversight to Associates including:
      • Review of quantitative assessment of financial statements and economic/market data
      • Review research produced on specific issuers, general credit trends, or sector related issues
    • Implement appropriate QC on the associate analytical work
    • Ensure high quality analytical work is provided to R&R in accordance with agreed parameters/Service Level Agreements(SLAs); strong collaboration with R&R is expected to enhance the quality and timeliness of the credit analysis
    • Attend select Rating Committees (as non-voting member) a) to assess quality of work provided and b) to stay in touch with credit developments
  • Direct financial data related management of FDAs includes the following:
    • Ensure FDAs complete training; continually improve training curriculum
    • Support outsourcers with process and accounting questions, training, and onboarding
    • Create and ensure maintenance of high quality data standards according to accuracy SLAs
    • QC responsibilities include the review accuracy of financial data and adjustments

  • Minimum undergraduate/ first level degree (e.g. Bachelor's Degree, or equivalent qualifications).
  • At least 5-7 years' experience of credit and ratings analysis in financial institutions (e.g., banks, asset managers, insurance and securities companies); operations, finance, accounting or financial statement analysis
  • MBA, CFA or other advanced degree is desirable
  • Experience/desire to manage, train and mentor junior support team
  • Familiarity with Moody's rating process and services; analyst workflow; compliance policies and procedures; rating business regulatory requirements
  • Service-orientated, to ensure R&R analysts receive strong, timely support and that the Associates and FDAs are working with R&R effectively as a team
  • Basic operational and/or process knowledge and capacity planning
  • Aptitude to prioritize, focus and work independently
  • Strong written and oral communications
  • Capable of achieving high level of credibility with analysts and broader MIS functions
  • Ability to multi-task and re-prioritize as business priorities change, collaborating with senior management across teams
  • Proficient in MS Excel, Word and PowerPoint
  • Proficiency in Spanish and English required; Portuguese 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.

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.
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