Product Specialist

The Product Specialist plays a key role in onboarding, troubleshooting, and supporting CLO and fund compliance implementations. This role partners closely with business analysts, developers, and clients to ensure successful delivery of objectives and a seamless implementation experience. The Product Specialist serves as a subject-matter resource throughout the implementation lifecycle, helping to translate business requirements into effective system solutions, supporting testing and issue resolution, and contributing to continuous product and process improvements.

Key Responsibilities

• Assist with onboarding activities for CLO and fund compliance implementations, including gathering requirements, supporting system setup and configuration, validating data and workflows, and assisting with deployment to ensure solutions are implemented accurately and on schedule.
• Troubleshoot product and compliance issues by investigating reported defects or discrepancies, reproducing issues, analyzing root causes, and partnering with technical teams (e.g., developers, QA) to drive timely and effective resolution.
• Collaborate cross-functionally with business analysts, developers, and product teams to clarify requirements, align deliverables, track progress, and support the successful execution of implementation and enhancement initiatives.
• Provide training, guidance, and support materials to clients and internal partners, including user documentation, process guides, and live or recorded training sessions, to promote proper system usage, adoption, and compliance outcomes.
• Contribute to continuous improvement efforts by gathering client and internal feedback, identifying recurring issues or process gaps, and sharing insights to enhance product functionality, implementation processes, and supporting documentation.

Required Qualifications

• Experience working with CLO indentures, compliance tests, and reporting practices, including the ability to interpret indenture provisions, support ongoing compliance monitoring, and understand standard CLO calculations and reporting requirements.
• Excellent documentation and organizational skills, with the ability to clearly document requirements, processes, issues, and resolutions while managing multiple tasks, priorities, and deadlines in a detail-oriented environment.
• Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products.
• Strong Excel skills, including the ability to work with large datasets, perform data validation and reconciliation, use formulas and functions, and create clear, well-structured worksheets to support analysis, reporting, and troubleshooting activities.

Desired Qualifications

• Experience at a buy-side credit manager
• Exposure to project management or product lifecycle processes

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 $120,000 - $140,000.

The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.