Investor Relations Associate – Corporate Credit Insights

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 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.