OctusProduct

Product Specialist

Remote - US$120,000 - $140,000Posted 24 days ago

The Product Specialist at Octus supports onboarding, troubleshooting, and implementation of CLO and fund compliance systems, working closely with clients and internal teams to ensure successful delivery and continuous improvement.

Location: Remote - US

Salary: $120,000 - $140,000

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.
Troubleshoot product and compliance issues by investigating reported defects or discrepancies, reproducing issues, analyzing root causes, and partnering with technical teams to drive resolution.
Collaborate cross-functionally with business analysts, developers, and product teams to clarify requirements, align deliverables, track progress, and support implementation and enhancement initiatives.
Provide training, guidance, and support materials to clients and internal partners, including user documentation, process guides, and training sessions.
Contribute to continuous improvement efforts by gathering feedback, identifying issues or gaps, and sharing insights to enhance product functionality and processes.

Requirements

Experience working with CLO indentures, compliance tests, and reporting practices, including interpreting indenture provisions, supporting compliance monitoring, and understanding CLO calculations and reporting requirements.
Excellent documentation and organizational skills, with the ability to manage multiple tasks and deadlines.
Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products.
Strong Excel skills, including working with large datasets, data validation, formulas, and creating structured worksheets.