Structured Finance Client Specialist

Octus•New York, NY

1d•$85,000 - $105,000•Hybrid

About The Position

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.

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
Proficiency in Excel

Nice To Haves

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
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