# Structured Finance Client Specialist

**Company:** [Octus](https://hotfix.jobs/companies/octus)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $85k – $105k/yr
**Experience:** 2+ years
**Skills:** structured finance, clo analytics, intex, moody's structured finance portal, kanerai, clo structures, cashflow waterfalls, Excel, Python, SQL, cfa
**Posted:** 2026-07-15

> Support trial, onboarding, and success for Octus Structured Finance Insights (SFI) clients. Bridge Customer Success and Product Specialist duties for CLO investors and asset managers; requires 2+ years in structured finance/CLO analytics, platform familiarity, and NYC hybrid presence.

## Job Description

## 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

## 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
- 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
- Proficiency in Excel; familiarity with Python or SQL a plus

## Nice-to-Haves
- Exposure to a data or analytics vendor serving structured finance clients (e.g., Bloomberg, Trepp, Kanerai)
- CFA candidacy or interest in pursuing the CFA designation
- Familiarity with Python or SQL

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