Credit Workflow Strategist
Partner with credit domain lead to codify LevFin workflows and embed AI/LLM solutions into client credit analysis processes. Act as client-facing expert translating complex financial workflows into scalable product features.
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
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