Octus
Structured Finance Client Specialist
New York, New York, United States
Sponsorship not specified$85k-$105kDetected 7 days ago
PythonSQLProduct ManagementProduct StrategyExcelCustomer SuccessResearchLeadershipCommunicationMentoringCFA
About the role
- Octus Octus is a leading global provider of credit intelligence, data, and analytics.
- Our core values - Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel - define an organizational ethos that's as high-performing as it is human.
- If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.
Responsibilities
- Support end-to-end trial processes for prospective SFI clients, including setup, outreach, and conversion follow-up
- Collaborate with Account Managers and Solution Specialists to align trial strategy with commercial targets
- Partner with CSMs to support key accounts
- Document client use cases, workflow requirements, and feature requests to inform the SFI product roadmap
- Help develop user guides and training materials tailored to CLO investor workflows
- Support renewals and expansions by demonstrating ongoing product value
- Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture.
- Octus is seeking a Structured Finance Client Specialist to support the growth of its Structured Finance Insights (SFI) product.
Requirements
- 2-3 years of experience in structured finance, CLO analytics, or a related field at a service provider, ratings agency, or financial institution
- Familiarity with one or more CLO analytics platforms such as Intex, Moody's Structured Finance Portal, Kanerai, or equivalent
- Working knowledge of CLO structures, tranche mechanics, and cashflow waterfalls
- Strong communication skills with the ability to convey structured credit concepts clearly to both technical and non-technical audiences
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field
- Must be based in New York City and able to work in-office a minimum of 3 days per week
Nice to have
- Exposure to a data or analytics vendor serving structured finance clients (e.g., Bloomberg, Trepp, Kanerai) a plus
- CFA candidacy or interest in pursuing the CFA designation a plus
- Proficiency in Excel
- familiarity with Python or SQL a plus
Compensation
- At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations.
Equal opportunity
- Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status.
- We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly.
- We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.
This listing is sourced directly from Octus's careers page and normalized into a canonical job model.