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, and much more.
Role
The Senior Client Support Specialist is responsible for support of the Sky Road Product Suite. They will be responsible for supporting existing client trade workflows, onboarding new client funds, onboarding new client trade workflows, supporting client permission models and roles, configurating and supporting application layouts, and the troubleshooting of daily support issues.
The Senior Client Support Specialist will work closely with the Sky Road COO to document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices for all Sky Road clients. They will also be responsible for application layout consistency across the Sky Road modules.
The client support team is the front line of support to all Sky Road clients. The Senior Client Support Specialist will communicate with the development team on issues that require escalation. They will also work with the project management team to assist with the onboarding of new clients and to understand and document new client workflows and permissions. The Senior Client Support Specialist will also assist with client onboarding related configuration and testing.
The Sky Road technology team consists of front-end developers, server-side developers, and data developers. The technology teams closely collaborate with each other, the client services team, and senior management to deliver the latest features into the Sky Road products. This role will ensure the client’s experience is a success.
Key ResponsibilitiesClient Support Responsibilities:
- Support of Sky Road client trade workflows and templates
- Support of Sky Road client permission and role models
- Onboarding new client trade workflows and templates
- Onboarding new client funds and fund attributes
- Documentation of client trade workflows, trading templates, and permission models
- Ownership and support of application layout consistency
- Communicate and escalate with the development team on support issues
- Coordinate with project managers on client onboarding
- Experience working in a support capacity
- Experience with Trade and Order Management systems or workflows
- Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products
- Strong Excell skills. Must possess the ability to join, pivot and summarize data
- Ability to troubleshoot support issues
- Attention to detail
- Experience working in a team environment
Desired Qualifications:
- Understanding of Portfolio Management, Compliance and Security Master systems
- Experience with vendor software product support
- Product Support: Develop skills and knowledge to support the Sky Road Product Suite and effectively communicate with clients.
- Trade Support: Develop skills required to support existing trade workflows and trading templates and onboard new trade workflows and trading templates.
- Documentation: Document trade workflows, trading templates, and permission role models.
- Application Layout: Ownership of application layout consistency across all Sky Road clients.
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 $110,000-$125,000 plus an annual bonus.
The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual year-end performance bonus.
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.
Skills Required
- Experience working in a support capacity
- Experience with Trade and Order Management systems or workflows
- Understanding of core financial data domains (issuers, instruments, industries, ratings, pricing)
- Strong Excel skills (join, pivot, summarize data)
- Ability to troubleshoot support issues
- Attention to detail
- Experience working in a team environment
- Understanding of Portfolio Management, Compliance and Security Master systems
- Experience with vendor software product support
Octus Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time off is described as generous, with PTO, sick leave, paid holidays, and floating days called out, including tenure-linked ranges in some sources. Feedback suggests this breadth helps support work-life needs across different stages of service.
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Parental & Family Support — Policies highlight generous parental leave (e.g., up to 10 weeks for primary caregivers and 2 weeks for secondary), family medical leave, and an onsite Mother’s Room in some locations. Feedback suggests these provisions are competitive and meaningful for caregivers.
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Healthcare Strength — Core medical, dental, and vision coverage is consistently listed and complemented by FSAs and wellness options like gym subsidies. Feedback suggests healthcare is solid overall and aligns with a well-rounded package.
Octus Insights
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.
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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.
