Octus
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
The Product Specialist plays a key role in onboarding, troubleshooting, and supporting CLO and fund compliance implementations. This role partners closely with business analysts, developers, and clients to ensure successful delivery of objectives and a seamless implementation experience. The Product Specialist serves as a subject-matter resource throughout the implementation lifecycle, helping to translate business requirements into effective system solutions, supporting testing and issue resolution, and contributing to continuous product and process improvements.
Key Responsibilities
Assist with onboarding activities for CLO and fund compliance implementations, including gathering requirements, supporting system setup and configuration, validating data and workflows, and assisting with deployment to ensure solutions are implemented accurately and on schedule.
Troubleshoot product and compliance issues by investigating reported defects or discrepancies, reproducing issues, analyzing root causes, and partnering with technical teams (e.g., developers, QA) to drive timely and effective resolution.
Collaborate cross-functionally with business analysts, developers, and product teams to clarify requirements, align deliverables, track progress, and support the successful execution of implementation and enhancement initiatives.
Provide training, guidance, and support materials to clients and internal partners, including user documentation, process guides, and live or recorded training sessions, to promote proper system usage, adoption, and compliance outcomes.
Contribute to continuous improvement efforts by gathering client and internal feedback, identifying recurring issues or process gaps, and sharing insights to enhance product functionality, implementation processes, and supporting documentation.
Required Qualifications
Experience working with CLO indentures, compliance tests, and reporting practices, including the ability to interpret indenture provisions, support ongoing compliance monitoring, and understand standard CLO calculations and reporting requirements.
Excellent documentation and organizational skills, with the ability to clearly document requirements, processes, issues, and resolutions while managing multiple tasks, priorities, and deadlines in a detail-oriented environment.
Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products.
Strong Excel skills, including the ability to work with large datasets, perform data validation and reconciliation, use formulas and functions, and create clear, well-structured worksheets to support analysis, reporting, and troubleshooting activities.
Desired Qualifications
Experience at a buy-side credit manager
Exposure to project management or product lifecycle processes
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 $120,000 - $140,000.
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.