
Data Operations Specialist II
- Heredia
- Permanente
- Tiempo completo
- 0-1 years of experience required
- Familiarity with debt capital markets preferred (e.g. coursework and/or relevant work experience) with prior experience in reviewing financial/legal documentation.
- Willing to accept new challenges and demonstrates flexibility with last minute changes in commitments and deadlines and has the ability to prioritize tasks accordingly
- Demonstrates strong knowledge of MS programs including: Outlook, Word, Excel and PowerPoint (Advanced Excel Skills a plus)
- Attention to details, solid verbal, written communication and interpersonal skills a must
- Minimum undergraduate degree (e.g., Bachelor's degree)
- Ensure global regulatory controls (e.g., Dodd-Frank) and internal credit policy requirements are adhered to across the end to end ratings process
- Review, analyze and interpret critical legal, contingency or other provisions within deal documents (Credit Agreements, Term Sheets, Amendment documents, etc.)
- Monitor SEC filing, review and flag subsequent bank loan events (Refinancing, Amendment, Amend & Extend, Re-Pricing, Bifurcation, Add-Ons) Where appropriate, determine whether further analysis is required by rating analyst ·
- Develop in-depth understanding of Moody's credit methodologies, issuer financial instruments, issuer document packages and related business practices.
- Gather all required documentation and regularly track news wires/vendors and appropriately flag relevant items / developments related to debt markets.
- Proactive outreach and engagement with Issuers and market participants to secure a comprehensive view of the issuance portfolio.
- Promptly and efficiently escalate, identify and research issuance, discrepancies, conflicts, or otherwise and summarize findings for the analyst.
- As part of the rating process, associate may interact with issuers, investors and intermediaries.
- Provide professional and prompt resolution related to inquiries for both internal and external clients.
- Continue to develop knowledge of financial instruments, policies, methodology updates and any related business practices and other tasks/functions as required.