Ratings Advisory Agent
Builds the ratings analysis and agency presentation drafts.
Models the issuer against agency methodologies (Moody's, S&P, Fitch), estimates the likely rating and the levers that move it, and drafts the rating-agency presentation. Maps the scorecard and frames the analysis; the accountable deal committee owns the agency strategy.
Authority
Act within policy
Team role
Provides specialist analysis
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Debt Capital Markets (DCM)
Desk workflow
Mandate, then structure and pricing read, then documentation, ratings process, syndication, pricing and settlement. High-volume, documentation-heavy, comp-driven.
Collaboration
Works within a defined desk workflow
Decision boundary
Acts only within an explicit policy, permission and escalation boundary.
Systems and capabilities involved
Agency methodology retrieval
published criteria library
Financial modeling sandbox
Issuer financials
Presentation engine
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Context
What the role needs to do the work
- Current work
- The issuer's financials mapped against the agency scorecard.
- Prior interactions
- Prior ratings outcomes in the sector and agency feedback patterns.
- Policies and reference
- Agency methodologies, scorecard weightings, notching conventions.
- Working method
- Scorecard-mapping playbooks per sector and agency.
Illustrative workflow
How the work moves
Starting point
Issuer planning a debut bond wants a likely-rating read and agency deck.
- 01
Map the issuer's financials onto each agency's scorecard.
- 02
Estimate the rating and identify the metrics that move a notch.
- 03
Benchmark against rated sector peers.
- 04
Draft the rating-agency presentation.
Result
A ratings analysis with an estimated rating, sensitivity levers and a draft agency deck, handed to the accountable deal committee to direct and present.
Checks and boundaries
What must be tested or reviewed
- 01Scorecard mapping cites each input to the issuer's financial statements.
- 02Estimated rating cross-checked against peers' actual ratings.
- 03Nothing goes to a rating agency until the accountable deal committee approves the strategy and the deck.
Human authority
Acts only within an explicit policy, permission and escalation boundary.
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