AI-Driven Credit Workflow Architect

Octus; Northern, New York (KY, NY); Hybrid; USD 135,000 - 175,000; Full time

Benefits offered by this job

Health benefits

401k matching

PTO

Parental leave

Gym subsidies

Educational reimbursements

Recognition programs

Job summary

Octus seeks a Credit Workflow Strategist to codify LevFin workflow intelligence and translate client needs into AI-driven solutions. You will partner with the Head of Direct Data Services to scale expertise across our product suite.

The role is based in New York City with a hybrid schedule (3 days/week). You will engage buyside, sellside, and advisory clients, applying advanced AI tools to optimize credit analysis workflows.

Qualifications

• Experience in the leveraged finance credit markets.
• Strong proficiency with AI tools and LLMs; interest in prompt optimization and automation.
• Ability to build partnerships with institutional clients and solve complex operational problems.

Responsibilities

• Codify LevFin workflow intelligence and scale solutions across the product suite.
• Serve as a client-facing domain expert for buyside, sellside, and advisory accounts.
• Map financial processes to embed Octus AI platform into daily workflows.
• Prototype and design AI-driven workflows to improve credit analysis and research.
• Collaborate with product and engineering to translate client feedback into platform features.

Skills

LevFin experience

AI tools proficiency

Client-facing

Workflow automation

Communication

Tools

LLMs

Prompt engineering

Job description

Octus seeks a Credit Workflow Strategist to codify LevFin workflow intelligence and translate client needs into AI-driven solutions. You will partner with the Head of Direct Data Services to scale expertise across our product suite.

The role is based in New York City with a hybrid schedule (3 days/week). You will engage buyside, sellside, and advisory clients, applying advanced AI tools to optimize credit analysis workflows.