Structured Finance Client Specialist
Core
Support the growth of Octus's Structured Finance Insights (SFI) product by bridging Customer Success and Product Specialist functions for CLO investors and asset managers.
Role type
Structured Finance Client Specialist (hybrid Customer Success/Product)
Builds
SFI product (credit intelligence, data, and analytics platform)
Domain
Structured Finance / Credit Markets / Financial Data
Deliverable
product features
Required skills
CLO structures and tranche mechanics, CLO analytics platforms (Intex, Moody's, Kanerai), data integration workflows, client onboarding, user guide development
Preferred skills
Python, SQL, Excel proficiency, CFA candidacy
Technologies
Intex, Moody's Structured Finance Portal, Kanerai, Excel, Python, SQL
Responsibilities
Support end-to-end trial processes for prospective SFI clients, Assist with onboarding new clients to ensure smooth platform adoption, Help clients with data integration workflows, Monitor platform usage and proactively engage low-engagement clients, Gather and communicate client feedback to Product and Research teams, Serve as a go-to resource for post-sale implementation questions
Seniority
Early-career, hands-on IC