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 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 clients
• Coordinate with Octus’ product and engineering teams to translate real-world client feedback into platform enhancements and product features

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

Compensation & Benefits

• Salary range: $135,000-$175,000
• Performance-based annual bonus
• Competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs