
Sr Assc-Relationship Mgmt
- São Paulo - SP
- Permanente
- Período integral
- Minimum of 3 years of experience in the financial services industry, ideally in business development, sales, or client relationship management..
- Familiarity with Moody's Local services and strong knowledge of capital markets and financial instruments, including debentures, FIDCs, CRAs, CRIs, and letras financeiras.
- Proven expertise in financial analysis, assessing credit risk, interpreting financial statements, and evaluating financial strategies, with a record of driving retention and revenue growth.
- Commercial acumen with a deep understanding of Brazilian debt capital market dynamics and the ability to leverage data for informed decision-making and strategy development.
- Strong written and verbal communication skills in English (mandatory) and Spanish (preferred), with excellent interpersonal skills to influence and engage stakeholders effectively.
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word), including creating high-quality presentations, marketing materials, and client deliverables.
- Ability to manage multiple projects in a fast-paced environment, meeting tight deadlines while working independently or within diverse, multicultural teams. Availability to travel domestically and internationally as required.
- Bachelor's degree (or equivalent) in Finance, Accounting, Business, Economics, or a related field.
- Provide essential sales support as part of the local commercial team, to maintain and grow portfolios of new and existing customers.
- Support in defining and updating account strategic plans for outreach, issuance coverage, revenue, and business lines, working autonomously with minimal supervision.
- Prepare client and prospect meeting materials and handle post-meeting follow-ups.
- Maintain CRM accuracy, create sales opportunities, draft contracts and proposals, and manage Pricing Exceptions.
- Lead Request for Proposals (RFPs) by coordinating inputs from internal teams (Legal, Finance, Compliance, accounting), drafting responses, and managing deadlines and submissions.
- Produce relevant Issuer Value Statements, charts, and business data insights.
- Monitor market trends, support lead generation, and identify cross-selling opportunities.
- Organize event/conference planning, pre-meeting preparations, and contribute to marketing campaigns and regulatory tasks.
- Collaborate with Legal, Compliance, Accounting, and other internal teams to resolve issues.
- Manage reports and queries in CRM, ensuring data accuracy and completeness in Power BI dashboards.
- Respond to Commercial Manager inquiries and oversee the Withdrawal process for documentation.