POSITION: Research Associate
Role/Responsibilities
This role involves independently working with a team based in Bangalore, India, providing best in class service to analysts and senior managers in rating groups across the globe with investor outreach activities.
The candidate will be responsible for conducting email outreach campaigns, providing navigation support for Marketo/Salesforce & responding to standard and ad-hoc reporting requests for the Investor Contact Management program within MIS. The candidate will also share the responsibility of documenting processes & FAQ, providing on the job guidance to new team members, implement changes to the process / templates & conducting testing for product releases.
As this position requires daily interaction with lead analysts and senior management in MIS, strong verbal and written communication skills are a must. Candidate is also expected to be proactive and quick to learn process changes and updates. Expert knowledge of MS Office (Outlook, Excel, Access, Word, PowerPoint) required. CRM/Marketo/Salesforce experience desired.
Functional Responsibilities:
Work independently to conduct Email outreach campaigns, navigation support for Marketo/Salesforce users & ad-hoc and standard reporting for the ICM engagement, including management and rating group specific requests
Documentation of support processes & FAQs
Work with project team to implement changes / clarifications to the process, template changes, etc.
Conduct testing for Maintenance & Enhancement releases
Provide error-free output on standard and complex tasks and achieve the targets efficiently
Qualifications:
BA/BS/Graduate in business, finance, management or similar field
1-3 years of professional relevant work experience, preferably working in a financial institution, with credit and/or research knowledge
Knowledge and experience of with Marketo is desired
Client engagement experience is desired
Experience in CRM tools such as Salesforce along with reporting and dashboards is a plus
Behavioural competencies:
Strong organizational and written and verbal communication skills
Demonstrates intellectual honesty, independence, thoroughness, rigor, conviction and judgment
Self-motivated, sense of ownership and efficient time management
Engages in team work with a positive and constructive attitude
Displays a clear customer-centric, best-in-class service orientation
LOB/Department: MIS Research
Entity: Moody's Investors Service (MIS)
Line of Business: MIS Research (MIS RSRCH)
Regular/Temporary: Regular
Location: Bangalore
Job Category: Credit Analysis & Research
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