Employer Summary:
Octagon Credit Investors, LLC is a 30-year-old, $33 billion below-investment grade corporate credit 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.
Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups.
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:
Octagon is seeking an Investor Relations professional to become a key contributor on a high-performing team. The Associate / Senior Associate will report to a senior member of the Investor Relations team. The Associate / Senior Associate will work independently, and in conjunction with fellow Investor Relations team members and key stakeholders to support the firm’s investor reporting, client service, marketing, and communications efforts. We are looking for an individual who is intellectually curious and collaborative, with outstanding organizational and communication skills.
Essential Duties and Responsibilities:
- Produce fund/account reporting packages and other regular investor deliverables, including quarterly letters, monthly performance updates, and other data requests
- Coordinate, draft, and update responses for due diligence questionnaires, RFPs, and other ad hoc investor requests
- Ensure accuracy, transparency, prompt delivery, and appropriate recordkeeping of various communications
- Develop an in-depth knowledge of the firm's investment strategies and products and apply/communicate such knowledge to client reports and updates in a clear and concise manner
- Support the production of monthly presentations and other marketing materials
- Collaborate with colleagues across teams to obtain, analyze, and synthesize data for use in investor reports, marketing collateral, and other client communications
- Maintain various internal schedules/databases (e.g., firm and client data, qualitative and quantitative investment metrics, market research) and ensure accuracy and data integrity on an ongoing basis
- Support the development of technology-based solutions designed to improve internal recordkeeping, monitoring, and reporting capabilities
- Conduct market research and data analysis for senior management, as needed
- Proactively take on ad hoc projects and provide support for new business initiatives, as needed
- Potential to assume greater and broader responsibilities as the firm grows and enters new lines of business
Areas of Knowledge, Skills, and Abilities/Qualifications:
- 4+ years of related work experience at an investment adviser, advisory consultant, or applicable industry firm, preferably in the leveraged finance/credit markets
- Ideal candidate will possess a keen understanding of the mechanics and dynamics of the corporate debt markets
- Exceptional written and communication skills, able to clearly articulate opinions, product knowledge, and market insights both in writing and when communicating with internal and external stakeholders
- Excellent technical and quantitative skills; strong proficiency in Microsoft Excel, PowerPoint and Word
- Exemplary attention to detail and accuracy
- Comfortability interacting and building relationships across functions (including senior management) within the firm and affiliated organizations, and directly with clients
- Ability to multitask and respond to changing priorities in a time-sensitive environment
- Highly motivated, proactive team player with a positive attitude
Potential Compensation and Benefits Offerings:
- 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
Contact:
Contact: careers@octagoncredit.com
Attention: Howard Barkin, Recruitment Manager
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.
