Partners with legal clients in leveraged finance and restructuring to map complex workflows involving credit agreements, debt structures, and covenants. Uses AI and LLM tools to prototype automated solutions for credit analysis and document research. Acts as a client-facing domain expert, codifies workflow knowledge, and translates client feedback into product enhancements in collaboration with product and engineering teams.

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.

Analyze leveraged loan credit agreements to identify covenant issues, summarize complex documentation, answer market participant questions, produce data-backed covenant analysis, engage clients and represent Octus at industry events.