Employer Summary:
Octagon Credit Investors, LLC is a 25+ year old, $35B+ 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 90 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. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.
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 recordkeeping, 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
Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status.
Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.