Job Description
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About 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 relied on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
Role Overview
Our Direct Data Services team is at the intersection of product innovation, domain strategy, and direct client impact. We are seeking a Legal Workflow Strategist to partner with the Head of DDS and the broader analyst team to institutionalize, scale, and expand legal workflow knowledge across our team and AI product suite.
In this role, you will deeply embed yourself in the complex day-to-day workflows of our legal clients—specifically within the leveraged finance (LevFin) and restructuring practices—and translate those intricate analytical needs into robust, AI- and data-driven solutions.
Key Responsibilities
- Partner with the Head of Direct Data Services to codify legal workflow intelligence, scaling and expanding solutions knowledge across the broader internal team and product suite
- Act as a client-facing domain expert and trusted advisor to build relationships and solve complex problems for legal, buyside, sellside, and advisory accounts
- Investigate and map our users’ complex legal processes (e.g., credit agreements, debt structures, and covenants) to embed Octus’ AI platform seamlessly into their daily workflows
- Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research for our clients
- Coordinate with Octus’ product and engineering teams to translate real-world client feedback into platform enhancements and product features
Requirements
- Experience in the leveraged finance or restructuring departments of law firms
- High proficiency and comfort with leading AI tools and LLMs, with a strong interest in prompt optimization and workflow automation
- Strong desire to be client-facing, with a proven ability to build partnerships and solve highly complex operational problems for institutional clients
- Organized, detail-oriented with the ability to prioritize and respond quickly; ability to navigate ambiguity and manage multiple ongoing workstreams
- Excellent interpersonal, verbal, and written communication skills
- Experience working directly with product, data, or engineering teams is a plus
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Octus
View Company ProfileOctus (operating at octus.com) is a sub-investment grade credit intelligence and workflow platform engineered for the global financial markets. Founded in 2013 and headquartered in New York City, Octus evolved from a distressed debt and bankruptcy startup into an enterprise-level intelligence leader, now covering all of leveraged finance. The platform solves the critical challenge of navigating complex, high-risk credit environments by consolidating real-time data, analytics, and workflow tools into a single, actionable interface. Under the hood, Octus aggregates proprietary and third-party datasets—including filings, market movements, and distressed event tracking—while leveraging AI-driven insights (e.g., its CreditAI Vault) to surface nuanced trends and risks. This empowers buy-side firms, investment banks, law firms, and advisory teams to make faster, more informed decisions with confidence. Trusted by over 40,000 credit professionals worldwide, Octus bridges the gap between raw data and strategic execution, enabling stakeholders to mitigate risk and capitalize on opportunities in opaque credit markets.
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