Job details
At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.
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.
Skills and Competencies
Required
- 1-3 years of professional relevant work experience, preferably in a financial institution
- Strong organizational and excellent written and verbal communication skills in English
- Expert knowledge of MS Office (Outlook, Excel, Access, Word, PowerPoint)
- Self-motivated with a strong sense of ownership and efficient time management
- A proactive and customer-centric service orientation, with the ability to learn process changes quickly
Preferred
- Experience in CRM tools such as Salesforce, including reporting and dashboards, is a plus
- Knowledge and experience with Marketo is desired
- Direct client engagement experience is desired
- Background knowledge in credit and/or research
Education
- Bachelor's degree in Business, Finance, Management, or a similar field is required
Responsibilities
Provide best-in-class support for global investor outreach activities, including email campaigns, CRM support, and reporting
- Work independently to conduct email outreach campaigns and provide navigation support for Marketo/Salesforce users
- Respond to standard and ad-hoc reporting requests for the Investor Contact Management program from management and rating groups
- Document support processes, templates, and FAQs to build and maintain a knowledge base
- Provide on-the-job guidance to new team members
- Conduct testing for maintenance and enhancement releases for our core platforms
- Collaborate with project teams to implement changes and improvements to processes and templates
- Ensure error-free output on all tasks and achieve efficiency targets
About the team
Our MIS Research support team is responsible for providing best-in-class service to global rating analysts and senior managers with their investor outreach activities. We contribute to Moody's by executing high-quality email outreach campaigns, ensuring effective use of our CRM and marketing automation platforms, and delivering accurate reporting to support strategic engagement. By joining our team, you will be part of a dynamic, global function based in San Jose, Costa Rica, playing a key role in Moody's investor relations efforts.
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.
