Fundamentals Operations Associate

Octus is a global leader in credit intelligence, data, and analytics, trusted by tens of thousands of professionals across hedge funds, investment banking, management consulting, and law firms since 2013. The company provides fast, accurate insights that empower users to make confident decisions in the dynamic credit markets. Octus Fundamentals offers detailed financial data on corporates within the sub-investment-grade liquid credit and private credit sectors. The Fundamentals Operations Associate plays a crucial role in supporting this high-velocity data platform by resolving user queries, assisting financial analysts, maintaining data quality, and ensuring the accuracy and currency of the coverage universe. This role demands meticulous attention to detail and a proactive approach to continuous improvement.

Key Responsibilities

- Monitor data alerts and retrieve relevant financial documents to ensure analysts have timely and accurate information for updating financial models without delays.
- Identify and validate the correct financial documents for company models, confirming that files correspond to the appropriate entity, period, and filing type, while adhering to internal compliance standards.
- Investigate and resolve user requests related to model update queries by determining whether discrepancies are genuine, explainable, or external, and coordinate appropriate responses.
- Support financial analysts with their data requirements and daily operational tasks to maintain workflow efficiency.
- Undertake ad hoc projects aimed at enhancing data quality and strengthening operational processes.
- Identify opportunities to streamline workflows and implement AI tools to improve the efficiency and consistency of routine operations.
- Maintain and expand the coverage universe across liquid and private credit markets by onboarding new issuers, tracking company-level changes, and ensuring model statuses and access classifications remain accurate and up to date.

Required Qualifications

- Demonstrated ability to manage and organize large volumes of data with precision and consistency, maintaining a high level of attention to detail.
- Strong prioritization skills and the capacity to remain composed when managing multiple competing tasks simultaneously.
- Clear and confident communication skills, both written and verbal, with the ability to collaborate effectively across analyst and operations teams.
- Adaptability to switch contexts, adjust priorities, and sustain quality standards as work demands evolve.
- Experience in data operations or a similar role within the financial services industry.

Preferred Qualifications and Benefits

- A bachelor’s degree in a related field such as Business Administration is preferred.
- Octus fosters a culture of growth and innovation, offering competitive health benefits, matched 401(k) and pension plans, paid time off, generous parental leave, gym subsidies, educational reimbursements for career development, and recognition programs.
- The company values a customer-first mindset, effective teamwork, and a drive to excel, creating a high-performing yet human-centered work environment.
- Octus is committed to equal employment opportunities and embraces diversity and inclusion, ensuring all employees and applicants are treated fairly regardless of race, gender, age, disability, or any other legally protected status.

Joining Octus means becoming part of a global team dedicated to delivering excellence in credit intelligence while supporting personal and professional growth in a collaborative and inclusive workplace.