Client Management Rep

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.

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.

Octus is seeking a Structured Finance Client Specialist to support the growth of its Structured Finance Insights (SFI) product. This is an early-career hybrid role bridging Customer Success and Product Specialist functions, designed for someone looking to build a career at the intersection of structured credit and financial data. You will support a growing client base of CLO investors, asset managers, and structured credit professionals, with mentorship from senior structured finance leadership and a clear path toward a dedicated Product Specialist role over time.

Support end-to-end trial processes for prospective SFI clients, including setup, outreach, and conversion follow-up

Assist with onboarding new clients to ensure smooth platform adoption and rapid time-to-value

Collaborate with Account Managers and Solution Specialists to align trial strategy with commercial targets

Help clients with data integration workflows, including connections to tools such as Intex, Moody's Structured Finance Portal, and Kanerai

Assist in scoping and executing bespoke data projects requested by clients during and after trials

Work cross-functionally with the Data & Workflow team to troubleshoot integration issues

Monitor platform usage across the SFI client base and proactively engage low-engagement clients

Partner with CSMs to support key accounts

Document client use cases, workflow requirements, and feature requests to inform the SFI product roadmap

Serve as a go-to resource for post-sale implementation questions and workflow optimization

Help develop user guides and training materials tailored to CLO investor workflows

Support renewals and expansions by demonstrating ongoing product value

2–3 years of experience in structured finance, CLO analytics, or a related field at a service provider, ratings agency, or financial institution

Familiarity with one or more CLO analytics platforms such as Intex, Moody's Structured Finance Portal, Kanerai, or equivalent

Working knowledge of CLO structures, tranche mechanics, and cashflow waterfalls

Strong communication skills with the ability to convey structured credit concepts clearly to both technical and non-technical audiences

Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field

Must be based in New York City and able to work in-office a minimum of 3 days per week

Exposure to a data or analytics vendor serving structured finance clients (e.g., Proficiency in Excel; familiarity with Python or SQL a plus

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 believe that diversity enriches our workplace and enhances our ability to innovate and succeed.

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