Octus
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus.com/
Working at Octus
Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. 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. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, pet-friendly offices (US only), and much more.
Role
The Business Analyst reports to the Chief Operating Officer and is responsible for management and support of assigned client implementations, post-implementation client projects and workstreams, pre-sales opportunities, and Sky Road product roadmap initiatives. The Business Analyst works closely with Senior Business Analysts, clients, and third-parties to ensure successful delivery of each assigned implementation and client project. Candidates should have meticulous attention to detail, strong communications skills and be highly organized individuals.
Key ResponsibilitiesClient Onboardings- Client Requirements: Support the discovery phase of a client engagement to understand, document, and iterate on client requirements. Requirements should map to current product capabilities, future product enhancements and the data required to successfully deliver the agreed upon functionality.
- Implementation planning: Manage professional client-facing implementation plans based on client needs factoring in the current functionality and roadmap of the product. Understand the scope of features and functionality as well as timelines for all aspects of delivery. Work closely with senior team members and engineering to prioritize the development required for client implementations.
- Project Management: Project manage the implementation plan and post-implementation phase, participate in weekly client status meetings, organize and attend calls with clients and external stakeholders, and communicate effectively with senior team members and the client regarding timelines, dependencies, milestones and deliverables.
- Quality Assurance: Help senior team members execute on implementation testing plans in advance of go-live dates and related to product releases to ensure accuracy and a proper client experience.
- Cross-Functional Communication: As a stakeholder in the client onboarding and implementation process, it is important to communicate effectively both internally and externally with clients and client partners, such as Fund Administrators and Market Data vendors.
- Market Understanding: Develop a deep understanding of client needs in private credit, BSL, and HY to inform product development.
- Client Interaction: Engage directly with clients to gather requirements, understand implementation milestones, discuss systems capabilities and best practices that enhance the client experience and the value proposition.
- Experience with financial or credit market systems and their implementation.
- Experience managing client projects and implementations.
- Excellent documentation and organizational skills.
- Strong data analysis skills. Must possess the ability to understand, logically summarize, and present data analysis findings to internal team members.
- Financial Data Domain knowledge. Experience with core financial data domains including issuers, instruments, industries, ratings, and pricing.
- Keen attention to details.
- Strong Excel skills. Must possess the ability to quickly join, pivot, and summarize data.
- Prior knowledge of loans, CLOs and private credit markets.
- Understanding of Order Management, Portfolio Management, Compliance and Security Master systems
- Experience managing projects and system implementations
Base Salary: $100,000 - $130,000 (This role is also eligible for an annual discretionary bonus)
Key Performance Indicators (KPIs)
- Project Management: Develop skills and knowledge to independently manage an implementation from start to finish.
- Solutions engineering: Develop market and product knowledge, to allow you to formulate product solutions and suggestions to Sky Road management and communicate the same to clients.
- Data analysis: Ability to understand expected and unexpected client data to identify potential challenges and opportunities and verify the accuracy and applicability of the Sky Road calculations and analytics
Equal Employment 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.
Similar Jobs
What We Do
Octus, was founded in 2013 with a simple conviction: credit decisions deserve clarity, not chaos. Markets were fragmented. Intelligence was gated. Data lived in silos. Professionals were forced to stitch together incomplete pictures while the clock kept running. We built Octus to change that.
Octus is the essential credit platform that tracks the entire credit lifecycle. From origination and underwriting to secondary trading, refinancing, distress and restructuring, we follow every development across leveraged loans, high-yield bonds, private credit and special situations. We structure millions of documents, surface risks, benchmark performance and deliver expert reporting and analysis in real time.
What began as a newsroom fused with legal and financial expertise has evolved into a unified ecosystem. Octus brings together proprietary data, expert-driven intelligence and integrated workflow tools so credit professionals can analyze situations, uncover opportunities, manage portfolios, execute trades and stay compliant without ever leaving the platform. Insight and action finally live in one place.
Today, nearly 40,000 professionals across the world’s leading banks, asset managers, CLO managers, law firms and advisors rely on Octus to move smarter and faster. They turn to us for breadth, depth and rigor forged over more than a decade, and for the speed, integration and precision that define the future of credit workflow.
Our mission is direct and ambitious: end fragmentation, collapse the distance between intelligence and execution, and transform insight into impact. Because in credit, clarity isn’t just an advantage. It’s everything.
Octus: Where credit becomes clear.
Why Work With Us
Octus is where real experts work together to cut through chaos and build clarity in credit. You feel your impact here. What you create shapes real decisions in the market. The problems matter. The people are sharp. If you want work that counts, this is the place.
Gallery
Octus Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Reorg has adopted a hybrid working policy. For non-remote employees located within a reasonable commuting distance to one of our offices, the requirement is to work from the office at least 2 days per week.
