Senior Analyst, Private Research
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, pet-friendly offices (US only), and much more. RoleWe are seeking an experienced Credit Analyst to cover U.S. leveraged loan situations across the credit lifecycle. This role sits within a team of sixteen analysts covering both performing and distressed credits and will contribute directly to the team’s research coverage.
We are particularly interested in candidates with experience covering primary and performing credits or distressed debt and restructuring situations. The analyst will be responsible for publishing high-quality credit research reports with actionable investment ideas, focusing on fundamental credit analysis, relative value analysis, liability management, and valuation.
The role offers the opportunity to collaborate closely with our legal and cross-functional research teams to produce differentiated, cross-disciplinary analysis for our subscribers, which include leading institutional asset managers, hedge funds, investment banks, trading desks, and financial and legal advisors.
This position also involves regular client interaction, including discussing research insights and market developments with subscribers.
What we offer:
Senior role with a team of experienced, passionate analysts who you will work alongside, to develop best-in-class, in depth credit analysis that will be published to the leveraged finance market, including institutional investors, law firms and investment banks
Generous benefits packages
Flexible remote work opportunity
Fast growth environment with progression opportunities
Responsibilities
Ensure coverage of a portfolio of US performing leveraged loan borrowers across different stages of lifecycle and lead primary analysis work
Conduct fundamental credit analysis, relative value analysis and build forward looking valuation models with an aim of producing actionable credit ideas for our subscribers
As a senior member of the team, you will also be expected to generate coverage ideas and to maintain an active dialogue with industry contacts. You will get direct exposure to the buy side, sell side and various advisors on a daily basis
Get involved in training and mentoring other junior analysts in the team
Follow industry trends in the broader market to help guide coverage
Support and collaborate with our top-tier legal analysts highlight Octus’s value add in topical credit situations
Requirements
Minimum of 5+ years of credit research experience from buy side, sell side, or rating agency, with significant time spent in either a client-facing or decision-making role
Experience should include leading coverage and monitoring of credits and sectors and experience with primary market/new issues and legal documentation and/or identifying distressed debt opportunities, building cash flow projections, recovery estimates, and experience with restructuring proceedings and legal documentation
Experience in building and maintaining financial and valuation models
Possess very strong technical and analytical skills as well as excellent written and oral communication abilities
At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.
The salary range estimate for this position is $150,000 - $170,000
The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual year-end performance bonus.
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.
Apply Now
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, pet-friendly offices (US only), and much more. RoleWe are seeking an experienced Credit Analyst to cover U.S. leveraged loan situations across the credit lifecycle. This role sits within a team of sixteen analysts covering both performing and distressed credits and will contribute directly to the team’s research coverage.
We are particularly interested in candidates with experience covering primary and performing credits or distressed debt and restructuring situations. The analyst will be responsible for publishing high-quality credit research reports with actionable investment ideas, focusing on fundamental credit analysis, relative value analysis, liability management, and valuation.
The role offers the opportunity to collaborate closely with our legal and cross-functional research teams to produce differentiated, cross-disciplinary analysis for our subscribers, which include leading institutional asset managers, hedge funds, investment banks, trading desks, and financial and legal advisors.
This position also involves regular client interaction, including discussing research insights and market developments with subscribers.
What we offer:
Senior role with a team of experienced, passionate analysts who you will work alongside, to develop best-in-class, in depth credit analysis that will be published to the leveraged finance market, including institutional investors, law firms and investment banks
Generous benefits packages
Flexible remote work opportunity
Fast growth environment with progression opportunities
Responsibilities
Ensure coverage of a portfolio of US performing leveraged loan borrowers across different stages of lifecycle and lead primary analysis work
Conduct fundamental credit analysis, relative value analysis and build forward looking valuation models with an aim of producing actionable credit ideas for our subscribers
As a senior member of the team, you will also be expected to generate coverage ideas and to maintain an active dialogue with industry contacts. You will get direct exposure to the buy side, sell side and various advisors on a daily basis
Get involved in training and mentoring other junior analysts in the team
Follow industry trends in the broader market to help guide coverage
Support and collaborate with our top-tier legal analysts highlight Octus’s value add in topical credit situations
Requirements
Minimum of 5+ years of credit research experience from buy side, sell side, or rating agency, with significant time spent in either a client-facing or decision-making role
Experience should include leading coverage and monitoring of credits and sectors and experience with primary market/new issues and legal documentation and/or identifying distressed debt opportunities, building cash flow projections, recovery estimates, and experience with restructuring proceedings and legal documentation
Experience in building and maintaining financial and valuation models
Possess very strong technical and analytical skills as well as excellent written and oral communication abilities
At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.
The salary range estimate for this position is $150,000 - $170,000
The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual year-end performance bonus.
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.
Apply Now