Investor Relations Associate

Octagon Credit Investors; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and bonus potential

Medical, dental, vision insurance

401(k) matching program

Employee Assistance Program (EAP)

Professional designation and licensure

Family support and leaves of absence

Job summary

Octagon Credit Investors, LLC is seeking an Associate to join the Investor Solutions team. You will support investor reporting, client service, marketing, and internal reporting efforts, working independently and with stakeholders.

The role requires 2–4 years of relevant experience, strong Excel/PowerPoint/Word skills, and excellent written communication. You will help produce performance updates, answer due diligence requests, and contribute to client communications.

Qualifications

• 2–4 years of relevant experience in institutional asset management, investment banking, or consulting.
• Strong written and verbal communication skills for internal and external stakeholders.
• Excellent technical and quantitative skills with Excel, PowerPoint, and Word.

Responsibilities

• Produce fund/account reporting packages and monthly/quarterly performance updates.
• Coordinate responses for due diligence questionnaires, RFPs, and ad hoc investor requests.
• Contribute to monthly performance summaries, slide decks, commentaries, and marketing materials.
• Ensure accuracy, transparency, prompt delivery, and proper recordkeeping of communications.
• Collaborate across teams to gather data for investor reports and client communications.
• Maintain schedules and databases (including CRM) and support data integrity.
• Leverage AI-enabled tools to automate processes and enhance client reporting.

Skills

Excel

PowerPoint

Word

Written communication

Data analysis

Attention to detail

Interpersonal skills

Team player

Time management

CRM

Tools

CRM

Job description

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’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. 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 seeking a qualified professional to join our high-performing Investor Relations team as an Associate. The Investor Relations team is part of Octagon’s Investor Solutions group, which is responsible for driving growth and strengthening client engagement throughout the investor lifecycle.

The Associate will work independently, and in conjunction with fellow team members and key stakeholders to support the firm’s investor reporting, client service, marketing, communications, and internal reporting efforts. We are looking for an individual who is intellectually curious, collaborative, with outstanding organizational and communication skills. This position offers the potential to assume greater and broader responsibilities within the existing team, and as the firm grows and enters new lines of business.

Essential Duties and Responsibilities:

• Produce fund/account reporting packages and other regular investor deliverables, including monthly and quarterly performance updates
• Coordinate, draft, and update responses for due diligence questionnaires, RFPs, and other ad hoc investor requests
• Contribute to the production of monthly performance summaries, slide decks, written commentaries, and other marketing materials
• Ensure accuracy, transparency, prompt delivery, and appropriate recordkeeping of various communications and deliverables
• Develop a strong understanding of Octagon’s strategies, investment products, and market dynamics
• Collaborate with colleagues across teams to obtain, analyze, and synthesize data for use in investor reports, marketing collateral, and other client communications
• Maintain various internal schedules and databases (including CRM), ensuring accuracy and data integrity
• Possess a working knowledge of AI-enabled tools to support the adoption and integration of technology solutions to automate internal processes, improve data management, and enhance client reporting capabilities, as needed/appropriate
• Conduct market research and data analysis for senior management, as needed
• Proactively take on ad hoc projects and provide support for new business initiatives, as needed

Areas of Knowledge, Skills, and Abilities/Qualifications:

• 2-4 years of relevant experience, ideally at an institutional asset management firm, investment bank, or consulting firm
• Ideal candidate will possess a keen understanding of the mechanics and dynamics of the corporate debt markets
• Exceptional written and communication skills, able to clearly articulate opinions, product knowledge, and market insights both in writing and when communicating with internal and external stakeholders
• Excellent technical and quantitative skills; strong proficiency in Microsoft Excel, PowerPoint and Word
• Exemplary attention to detail and accuracy
• Comfortability interacting and building relationships across functions (including senior management) within the firm and affiliated organizations, and directly with clients
• Ability to multitask and respond to changing priorities in a time-sensitive environment
• Highly motivated, proactive team player with a positive attitude
• Exhibits a strong commitment to upholding Octagon's core values of honesty and integrity; must accept responsibility to comply with all applicable rules, regulations, and legal requirements

Potential Compensation and Benefits Offerings:

• Competitive salary and eligibility for year-end performance-based bonus
• Medical, dental, vision, life, and disability insurance
• 401(k) matching 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.