Credit Workflow Strategist

Our Direct Data Services team sits at the hyper-growth intersection of product innovation, domain strategy, and direct client impact. Currently, our Head of Direct Data Services is the primary anchor for credit analyst expertise. We are seeking a Credit Workflow Strategist to partner with him to institutionalize, scale, and expand this deep workflow knowledge across our broader team and our AI product suite.

In this role, you will be deeply embedded in the complex day-to-day workflows of our clients—specifically within the leveraged finance (LevFin) credit markets—and tasked with translating those intricate analytical needs into robust, AI- and data-driven solutions.

Our team is based in our New York City office, and operates on a hybrid, 3 days/week schedule.

Credit Workflow Strategist responsibilities

• Partner with the Head of Direct Data Services to codify LevFin workflow intelligence, scaling and expanding solutions knowledge across the broader internal team and product suite
• Act as a client-facing domain expert and trusted advisor to build relationships and solve complex problems for buyside, sellside, and advisory accounts
• Investigate and map our users’ complex financial processes (e.g., credit agreements, debt structures, and covenants) to embed Octus’s AI platform seamlessly into their daily workflows
• Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research for our clients
• Coordinate with Octus’ product and engineering teams to translate real-world client feedback into platform enhancements and product features

What we look for

• Experience in the leveraged finance credit markets, either on the buyside (credit funds, direct lending, asset management), investment banking, or credit advisory side
• High proficiency and comfort with leading AI tools and LLMs, with a strong interest in prompt optimization and workflow automation
• Strong desire to be client-facing, with a proven ability to build partnerships and solve highly complex operational problems for institutional clients
• Organized, detail-oriented with the ability to prioritize and respond quickly; ability to navigate ambiguity and manage multiple ongoing workstreams
• Excellent interpersonal, verbal and written communication skills
• Experience working directly with product, data, or engineering teams is 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 $135,000-$175,000.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for a performance-based annual bonus.