Fundamentals Operations Associate

Octus

Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.

For more information, visit: https://octus.com/

Working at Octus

Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more. 

Role

Octus Fundamentals delivers comprehensive financial data for corporates across the sub-investment-grade liquid credit and private credit universe. As a Fundamentals Operations Associate, you are the operational backbone of a high-velocity data platform used by credit professionals worldwide. You keep things moving - resolving user queries, supporting financial analysts, maintaining data quality and ensuring our coverage universe stays accurate and current. You bring rigour to every task and a constant eye for where we can do things better.

Responsibilities

• Monitor data alerts and retrieve financial documents - ensuring analysts have accurate, up-to-date information to update financial models without having to chase it
• Identify and validate the correct financial documents for company models - ensuring files match the relevant entity, period and filing type, and that document access aligns with internal compliance requirements
• Investigate and resolve user requests related to model update queries - assessing whether a gap is genuine, explainable or external and coordinating the appropriate response
• Support a team of financial analysts with data needs and day-to-day operational tasks
• Take on ad hoc projects that improve data quality and strengthen our operational processes
• Identify opportunities to streamline workflows and leverage AI tools to improve the efficiency and consistency of day-to-day operations
• Maintain and expand the coverage universe across liquid and private credit markets - onboarding new issuers, tracking company-level changes and ensuring model statuses and access classifications remain accurate and current

Requirements

• Proven ability to manage and organise large volumes of data accurately and consistently, with unwavering attention to detail
• Strong prioritisation instincts and the ability to stay composed when multiple things demand attention at once
• Clear and confident communicator - written and verbal - able to liaise effectively across analyst and operations teams
• Comfortable switching contexts, adjusting priorities and keeping quality high as the work evolves
• Background in a data operations or similar role within financial services
• Bachelor's degree in a related field such as Business Administration is preferred

Equal Employment Opportunity

Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.