Private Operations Associate
Core
Search for and review credit agreements and lender presentations to identify credit instruments and transaction terms; create database records for new transactions with consistent data standards; maintain deal status data and ensure compliance with processes for private and confidential documents.
Role type
Operations Associate (Financial Data & Credit Intelligence)
Builds
Credit intelligence database records and deal status data for financial institutions
Domain
Financial services / Credit markets / Data analytics (via careerplan.io/jobs/5075384007-private-operations-associate-at-octus)
Required skills
Data extraction from documents, Database record creation, Compliance adherence, Syndicated loan tracking, High yield bond tracking, Spreadsheet management, Data quality checks, Process automation
Preferred skills
AI tools usage, Large language models experience, Building AI-assisted workflows
Technologies
ChatGPT, Gemini, Claude, Spreadsheets, Proprietary data feeds
Responsibilities
Search for and review credit agreements and lender presentations, Create database records for new transactions, Maintain and update deal status data, Ensure adherence to compliance processes for confidential documents, Track syndicated loan and high yield bond primary markets, Collaborate with commercial and data teams
Seniority
Entry-level / Associate