octus

Structured Finance Client Specialist

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At a Glance

Location
New York, United States
Experience
2–3 years
Compensation
estimate for this position is $85,000 - $105,000. The actual compensation will
Posted
2026-07-15T14:57:29-04:00

Key Requirements

Required Skills

ExcelPythonSQL

Certifications

  • CFA

Domain Knowledge

  • Finance

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

Exposure to a data or analytics vendor serving structured finance clients (e.g., Bloomberg, Trepp, Kanerai) a plus

Proficiency in Excel; familiarity with Python or SQL a plus

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