Private Credit Analyst/Associate

Job Description

Employer Summary:

Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid credit), structured credit (CLO debt and equity), multi-asset credit, and direct lending strategies. Over our 30+ year history, Octagon has developed a rigorous investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive risk-adjusted returns for investors. Octagon counts major financial institutions, insurance companies, and pension funds around the globe among our largest investors. Through our various investment platforms, we seek to provide investors with differentiated access to the US below investment grade corporate credit and private credit markets.

Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon and Conning are part of Generali Investments, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups.

Currently comprising approximately 100 employees, Octagon strives to foster a team-based culture built upon communication, trust, accountability, and dedication to client partnership. Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.

Position Summary:

Octagon is looking to hire a Private Credit Analyst/Associate to join our growing team. This individual will play a crucial role in evaluating, structuring, and executing direct lending investments.

Essential Duties and Responsibilities:

• Support deal origination and execution across the full investment life cycle, including underwriting, due diligence, and portfolio monitoring
• Build and maintain detailed financial models, including debt sizing, downside cases, and return analysis
• Conduct comprehensive credit and industry analysis, including market research, sponsor evaluation, and competitive positioning
• Prepare investment committee materials and participate in investment discussions
• Interact directly with borrowers, private equity sponsors, legal counsel and third-party advisors during deal execution
• Monitor portfolio performance and prepare periodic updates for internal and external stakeholders
• Assist in the negotiation of term sheets, credit agreements, and other legal documentation

Areas of Knowledge, Skills, and Abilities/Qualifications:

• 2+ years of experience in private credit or investment banking (preferably within leveraged finance, M&A or industry coverage with exposure to credit)
• Strong understanding of financial statements, credit metrics, and capital structures
• Proven ability to build complex financial models with attention to detail and accuracy
• Outstanding reputation of professional integrity and maturity
• Highly motivated, proactive team player with a positive attitude
• Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
• Excellent written and oral communication skills
• Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
• Ability to clearly articulate views and supporting data or rationale
• Exhibits a strong commitment to meet compliance obligations reflecting Octagon's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements

Compensation and Benefits:

• Competitive salary and eligibility for year-end performance-based bonus
• Medical, dental, vision, life, and disability insurance
• Commuter benefits
• 401(k) matching program
• Profit sharing program
• Employee Assistance Program (“EAP”)
• Professional designation and licensure assistance
• Family support and leaves of absence

Note:

Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status.

Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.