Jobs at Octus

Supports the Global Covenants team by handling client covenant-analysis queries, tracking workflows, maintaining reporting documentation, monitoring fixed-income deal flow, and coordinating with global teams. The role also supports compliance processes, client service, legal and credit analyst collaboration, editorial and data projects, and administrative operations initiatives. It requires strong organization, communication, attention to detail, adaptability, and interest in financial services, legal documentation, or financial data.

Conduct fundamental and relative value credit analysis on leveraged loans, build cash flow and credit models, and produce detailed research reports with actionable investment ideas. Analyze corporate loan issuers, capital structures, industry trends, comparable transactions, and valuation. The role covers primarily European performing credits, with occasional U.S. coverage, and includes client interaction, collaboration with legal teams, and portfolio coverage responsibilities.

The Operations Associate will support Octus' Deal Term Analytics team by tracking loan and bond markets, reviewing documentation, and managing data records.

Leads a DevOps engineering team while designing and maintaining CI/CD pipelines, cloud infrastructure, monitoring, security controls, infrastructure as code, containerized microservices, and disaster recovery processes. The role focuses on improving developer efficiency, system reliability, scalability, performance, and cost-effectiveness. Responsibilities include incident troubleshooting, root-cause analysis, stakeholder communication, cross-functional collaboration, and participation in on-call support.

Research Associate supporting the Global Covenants team with legal research, drafting, covenant analysis, data extraction, trend analysis, subscriber inquiries, and AI-enabled workflow development. The role focuses on leveraged finance, high-yield markets, private credit, restructuring, and capital markets. It also supports webinars, training, sales and marketing initiatives, and operational projects while collaborating with senior lawyers and multiple stakeholders.

Supports FinDox’s daily operations by maintaining data, processing high-volume time-sensitive emails, ensuring data quality and workflow consistency, organizing virtual files, managing documentation and notifications, handling support inquiries, and covering weekend operations for continuous service.

The Credit Workflow Strategist codifies leveraged finance workflows, advises institutional clients, maps credit analysis processes, and prototypes AI- and LLM-driven solutions. The role translates complex credit agreements, debt structures, and covenant analysis into tailored workflows, collaborates with product and engineering teams on platform enhancements, and scales domain expertise across Octus’s AI product suite.

Supports Octus’s editorial team by scheduling and tracking court coverage events, maintaining databases on companies and key events, monitoring third-party financial content, coordinating with court staff and vendors, and producing internal and client-facing reports, digests, recaps, and company-specific editorial pieces. The role also helps improve editorial processes and systems while managing multiple information streams.

Write fast, accurate breaking financial news stories from company announcements and third-party sources. Monitor developments, aggregate content, add database insights, and support journalists, analysts, and lawyers. The role requires strong news judgment, excellent English and writing skills, attention to detail, adaptability, and shift-based work to provide continuous APAC and global coverage, including weekends and regional crossover support.

Manage and grow enterprise subscription accounts across the United States through renewals, expansions, uplifts, and cross-selling. Build stakeholder relationships, achieve retention and quota targets, collaborate with Customer Success and Product teams, analyze account KPIs and usage, and identify opportunities to improve customer value and platform adoption.

Manage a small portfolio of investment banking and advisory clients to increase platform adoption, support onboarding, monitor account health, and improve retention. Partner with senior customer success managers on high-priority accounts, create training materials and reports, gather customer feedback, educate users on Octus products and credit markets, and conduct proactive outreach through email, phone, and in-person meetings.

Own end-to-end client onboarding for the LevPro platform, from scoping and kickoff through configuration, data migration, integrations, testing, training, and go-live. Translate client workflows into scalable system solutions, coordinate with internal and external technical teams, troubleshoot issues, document processes, and support long-term client relationships. The role partners with sales, data, customer success, product, engineering, and third parties while managing multiple implementations and improving implementation processes.

Lead the architecture and development of scalable AWS-based data ingestion, transformation, and orchestration pipelines. Build reliable data infrastructure using Python, SQL, Airflow, Lambda, ECS, SQS, and Terraform. Establish data modeling, quality, lineage, monitoring, testing, and observability practices while partnering with analysts, scientists, and backend engineers. Mentor senior engineers, guide technical decisions, and provide hands-on leadership for complex data platform initiatives.

The Account Manager is responsible for managing buyside accounts, subscription renewals, upselling, and ensuring excellent client relations and retention.

As an Account Manager, you will handle subscription renewals and account expansion for legal and advisory clients, focusing on high retention rates and enhancing client service through collaboration with product teams.

Support data and customer-success functions by entering, cleaning, and analyzing data; maintain databases; assist clients with LevPro configuration, demos, onboarding, and implementation; identify process improvements and help build client relationships.

Manage post-sale relationships and revenue for Direct Data and Workflow products. Drive adoption, renewals, and account expansion through POCs, upsells, and stakeholder engagement. Translate client feedback into product roadmap input and scale commercial playbooks while meeting revenue targets and partnering with Account Managers and Sales Engineers.

Leads European leveraged finance credit research covering high-yield and distressed credits. Manages nine analysts, directs coverage strategy, restructuring and recovery analysis, and oversees timely research publication with actionable investment ideas. Establishes KPIs and best practices, mentors talent, collaborates with legal, editorial, commercial, and marketing teams, and maintains client and industry relationships. Requires advanced financial modeling, valuation, credit analysis, and team leadership expertise.

Customer Success Managers at Octus increase user adoption, retention rates, develop relationships, and support the wider team. They engage with law firms, investment banks, and advisory firms, ensuring smooth onboarding and enhancing customer experiences.

Provide Tier-1 client support for the Sky Road product suite: support and onboard trade workflows, templates, funds, permissions and application layouts; document workflows and permission models; escalate issues to development; coordinate with project managers for client onboarding and testing.