Structured Finance Client Specialist

Octus
  • New York, NY
  • $85,000–$105,000 Per Year
  • Autofill and Review
30 days ago

Job Description

About the Role

Octus is expanding its Structured Finance Insights (SFI) product, and we're looking for someone early in their structured finance career to help build it. You'll work directly with CLO investors, asset managers, and structured credit professionals - supporting trials, onboarding, and renewals for a fast-growing product line.

This is a hands-on seat at the intersection of structured credit and financial data, with mentorship from senior structured finance leadership and a clear path toward a dedicated Product Specialist role as you grow.

What You'll Do

  • Guide prospective clients through trials of the SFI product, from setup through conversion
  • Onboard new clients and help them get to value fast on the platform
  • Support data integrations with tools like Intex, Moody's Structured Finance Portal, and Kanerai
  • Run regular client check-ins, flag expansion opportunities, and partner with Account Managers on commercial strategy
  • Bring client feedback back to Product and Research to shape the SFI roadmap
  • Build user guides and training materials for CLO investor workflows

What You Bring

  • 2+ years of experience in structured finance, CLO analytics, or a related role at a service provider, ratings agency, or financial institution
  • Working knowledge of CLO structures, tranche mechanics, and cashflow waterfalls
  • Familiarity with a CLO analytics platform (Intex, Moody's SF Portal, Kanerai, or similar)
  • Strong communication skills - you can explain structured credit concepts clearly to both technical and non-technical audiences
  • Bachelor's degree or equivalent practical experience

Nice to Have

  • Experience at a data or analytics vendor serving structured finance clients (Bloomberg, Trepp, Kanerai)
  • CFA candidacy or interest in pursuing the designation
  • Comfort with Python or SQL

Based in NYC, in-office 3 days/week.

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. 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.

The salary range estimate for this position is $85,000 - $105,000.

The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.

Numbers & Facts

LocationNew York, NY
Salary$85,000–$105,000 Per Year

Skills

  • Asset Managementunmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Customer/Client Researchunmatched
  • Data Analysisunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Leadershipunmatched
  • Mentoringunmatched
  • Onboardingunmatched
  • Python Programming/Scripting Languageunmatched
  • SQL (Structured Query Language)unmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Vendor/Supplier Evaluationunmatched

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