Credit Workflow Strategist

Responsibilities

• Partner with the Head of Direct Data Services to codify LevFin workflow intelligence
• Act as a client-facing domain expert and trusted advisor for buyside, sellside, and advisory accounts
• Investigate and map complex financial processes like credit agreements and debt structures to the AI platform
• Apply advanced AI and LLM tools to prototype and design tailored workflows for credit analysis
• Coordinate with product and engineering teams to translate client feedback into platform enhancements

Requirements

• Experience in leveraged finance credit markets (buyside, investment banking, or credit advisory)
• High proficiency with AI tools and LLMs, including prompt optimization and workflow automation
• Proven ability to build partnerships and solve complex operational problems for institutional clients
• Strong organizational skills and ability to navigate ambiguity
• Excellent interpersonal, verbal, and written communication skills

Preferred Qualifications

• Experience working directly with product, data, or engineering teams

About the Company

Octus is a leading global provider of credit intelligence, data, and analytics, helping professionals in hedge funds, investment banking, and law firms make faster, more confident decisions in credit markets.