This role is with Octagon. Octagon uses RippleMatch to find top talent.
Employer Summary:
Octagon Credit Investors, LLC is a 25+ year old, $32B+ investment adviser focused on leveraged loan,
high yield bond, and structured credit (CLO debt and equity) investments. Through fundamental credit
analysis and active portfolio management, Octagon's investment team identifies attractive relative value
opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment
philosophy and methodology encourage and rely upon dynamic internal communication to manage
portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its
effort to generate attractive risk-adjusted returns for its investors.
The firm was founded in 1994 as a separate business unit of Chemical Bank and in 1999, Octagon spun
out from Chase Manhattan Bank. Octagon honors its heritage through its company name and logo, both
of which are derived from Chase Manhattan's emblem. Located in New York, the firm currently
comprises approximately 80 employees, many of whom have spent their entire professional careers at
Octagon.
Octagon believes that providing a challenging and rewarding career, combined with a supportive work
environment, incents employees to remain at the firm. Significant employee ownership and low
employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving
investor capital across all our funds/accounts under management.
Position Summary:
The Investment Analyst is responsible for supporting the Investment Team and partnering closely with a
Vice President or Principal to evaluate investment opportunities in below investment grade capital
markets. The Investment Analyst will be responsible for all aspects of the investment and monitoring
process. We are looking for an individual who is curious, eager to learn, excited to contribute and take
initiative, and help add value to the team. The Investment Analyst will report to a Vice President or
Principal on the Investment Team and take on an integral role in helping to manage and contribute to
Octagon’s investment activity.
Essential Duties and Responsibilities:
- Research and monitor investment activity for companies through news/press releases, earnings calls, sell-side research, SEC filings, industry conferences, and discussions with management teams
- Prepare and update investment projection tracking models
- Attend bank meetings and deal roadshows for new investment opportunities
- Deliver written recommendations to facilitate the analysis of new investment opportunities
- Maintain internal databases of investments
- Assist in processing amendment requests
- Support the development of technology-based solutions designed to improve internal record keeping, monitoring, and reporting capabilities
- Help answer questions pertaining to investment activity and follow up with solutions/process improvement
- Proactively take on ad hoc projects and provide support for new business initiatives, as needed
Areas of Knowledge, Skills, and Abilities/Qualifications:
- Bachelor’s degree with relevant coursework in Accounting and Finance preferred
- Highly motivated, proactive team player with a positive attitude
- Strong proficiency in Microsoft Excel and Word
- Excellent written and oral communication skills, strong analytical skills, and exemplary attention to detail
- Ability to multi-task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
- Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
- Outstanding reputation of professional integrity and maturity
Compensation and Benefits:
- Competitive salary and eligibility for year-end performance-based bonus
- Medical, dental, vision, life, and disability insurance
- Commuter benefits
- 401(k) matching program
- Employee Assistance Program (“EAP”)
- Professional designation and licensure assistance
- Family support and leaves of absence
Please note that Octagon does not sponsor work visas or immigration-related employment benefits.
