Credit Workflow Strategist

Octus•New York, NY

1d•$135,000 - $175,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

Experience working directly with product, data, or engineering teams is a plus

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