Sr Associate Account Management (Public Finance)

Moody's Investors Service; New York (NY); On-site; USD 95,000 - 137,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Parental leave

Paid time off

401(k) with company match

Life insurance

Disability insurance

Accident insurance

Employee stock purchase plan (discount

Tuition reimbursement

Job summary

Moody's Investors Service is seeking a regional account management professional to support customer relationships, fee management, and service delivery under guidance. You will serve as primary relationship manager for an assigned portfolio, applying public finance knowledge to client interactions and fee discussions.

Responsibilities include coordinating meetings, negotiating terms, and collaborating with Sales Support, Billing, and internal teams.

Qualifications

• 2 to 4 years of relevant work experience in the financial services industry.
• Solid working knowledge of capital markets with the ability to apply this knowledge in a client-facing role.
• Experience within public finance space a plus (local gov, housing, schools, healthcare, infra, digital finance).
• Strong verbal, written, and interpersonal communication for a customer-centric approach.
• Ability to manage multiple priorities and meet deadlines.
• Ability to collaborate with diverse internal and external stakeholders.
• Proactive mindset with initiative to resolve issues independently.
• Strong proficiency in Microsoft Office including Excel and PowerPoint.
• Experience using CRM platforms such as Salesforce preferred.
• Interest in AI concepts and responsible AI practices.

Responsibilities

• Serve as the primary relationship manager for an assigned portfolio of customers under guidance from direct manager.
• Apply public finance knowledge to support client interactions, fee discussions, and meetings.
• Liaise with external parties to resolve data, billing, and invoice inquiries.
• Support fee negotiations and term arrangements while maintaining customer satisfaction.
• Coordinate and participate in customer meetings and prepare materials.
• Provide support on ratings process and coordination with internal teams.
• Respond to customer queries to ensure high-quality service.
• Maintain accurate customer agreements and fee information in databases.
• Collaborate with Sales Support, Billing, and Collections to resolve inquiries.
• Travel domestically ~20% of the time.

Skills

Capital markets

Client facing

Communication

Microsoft Excel

Salesforce

AI awareness

Team collaboration

Public finance exposure

Multitasking

Education

Undergraduate degree or equivalent in finance/economics

Tools

Microsoft PowerPoint

Salesforce

Job description

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

• 2 to 4 years of relevant work experience in the financial services industry
• Solid working knowledge of capital markets with the ability to apply this knowledge effectively in a client-facing role
• Preferred experience within the public finance space, including exposure to local governments, housing, charter schools, higher education, healthcare, infrastructure, or digital finance is a plus
• Strong verbal, written, and interpersonal communication skills applicable to a customer-centric approach
• Ability to manage multiple priorities, meet tight deadlines, and work effectively under guidance from management
• Ability to collaborate effectively with diverse internal and external stakeholder groups
• Proactive mindset with the ability to exercise initiative and resolve issues independently
• Strong proficiency in Microsoft Office applications including Excel and PowerPoint
• Experience using customer relationship management platforms such as Salesforce is preferred
• Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Education

• Undergraduate or first level degree or equivalent experience, preferably in finance, accounting, business, or economics

Responsibilities

Support regional account management activities by serving as a key point of contact for customer relationships, fee management, and service delivery under guidance from management.

• Serve as the primary relationship manager for an assigned portfolio of customers under guidance from direct manager
• Apply public finance and sector knowledge, where applicable, to support client interactions, fee discussions, and meetings across relevant industries
• Liaise with external parties to resolve data, billing, and invoice-related inquiries
• Support fee negotiations and fee term arrangements as directed by management while maintaining customer satisfaction and retention
• Coordinate, prepare, and participate in customer meetings including sourcing and collating relevant materials
• Provide support to management on regional account management activities, including the ratings application process and coordination with business development and internal teams
• Respond independently to customer queries, ensuring a high standard of customer-centric service
• Maintain accurate customer agreements and fee information within internal databases and systems
• Collaborate with internal teams including Sales Support, Sales Operations, Billing, and Collections to resolve customer inquiries
• Travel domestically approximately 20% of the time to support customer and business needs

About the Team

The team is responsible for managing and supporting client relationships in the public finance space across the region, ensuring a high-quality customer experience throughout the ratings lifecycle. By joining the team, you will collaborate closely with colleagues across commercial, analytical, and operational functions while contributing to client retention, revenue integrity, and the continued adoption of efficient and responsible digital and AI-enabled ways of working.

For US-based roles only: the anticipated hiring base salary range for this position is$94,500.00-$137,100.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation.

Moody’s also offers a competitive benefits package, including not but limited to

• medical
• dental
• vision
• parental leave
• paid time off
• a 401(k) plan with employee and company contribution opportunities
• life
• disability
• accident insurance
• a discounted employee stock purchase plan
• tuition reimbursement

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status,sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

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.