octus
Structured Finance Client Specialist
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
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