Structured Finance Client Specialist

octus

New York, New York, United States · New York · United States

Posted Jul 15, 2026

Other
Data & Workflow

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Job description

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

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.

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.