Structured Finance Client Specialist

Watershed Ventures; New York (NY); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401k + pension

PTO

Parental leave

Gym subsidies

Education reimbursement

Recognition programs

Pet-friendly offices

Job summary

Octus in New York is seeking a Structured Finance Client Specialist to support the growth of its Structured Finance Insights product. This early-career hybrid role blends customer success and product responsibilities, offering mentorship and a clear path to a Product Specialist role.

You will work with CLO investors and asset managers, assist with onboarding, data integrations (Intex, Moody's SF Portal, Kanerai), and collaborate across teams to gather feedback and support renewals.

Qualifications

• 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 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., Bloomberg, Trepp, Kanerai) a plus
• CFA candidacy or interest in pursuing the CFA designation a plus
• Proficiency in Excel; familiarity with Python or SQL a plus

Responsibilities

• 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
• Conduct regular client check-ins to assess satisfaction and identify upsell or expansion opportunities
• Partner with CSMs to support key accounts
• Gather and communicate client feedback to Product and Research teams
• 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

Skills

Strong communication

Excel

Python/SQL

Structured finance experience

CFA interest

Education

Finance/Economics/Math degree

Tools

Intex

Moody's Structured Finance Portal

Kanerai

Bloomberg

Trepp

Job description

Overview

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. For more information, visit: https://octus.com/

Working at Octus

Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. 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.

Role

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.

Responsibilities

• 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


• Conduct regular client check-ins to assess satisfaction and identify upsell or expansion opportunities


• Partner with CSMs to support key accounts


• Gather and communicate client feedback to Product and Research teams


• 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

Requirements

• 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., Bloomberg, Trepp, Kanerai) a plus


• CFA candidacy or interest in pursuing the CFA designation a plus


• Proficiency in Excel; familiarity with Python or SQL a plus

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The salary range estimate for this position is $85,000 - $105,000.

The actual compensation will be at Octus\' sole discretion and will be determined by the aforementioned and other relevant factors.

Equal Employment Opportunity

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 strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.