Legal Workflow Strategist, Octus
The essential credit platform
Be an early applicant
The essential credit platform
501-1000 employees
Be an early applicant
501-1000 employees
Company mission
To make subscribers the smartest people in the room on all things credit.
Role
Who you are
- Experience in the leveraged finance or restructuring departments of law firms
- High proficiency and comfort with leading AI tools and LLMs, with a strong interest in prompt optimization and workflow automation
- Strong desire to be client-facing, with a proven ability to build partnerships and solve highly complex operational problems for institutional clients
- Organized, detail-oriented with the ability to prioritize and respond quickly; ability to navigate ambiguity and manage multiple ongoing workstreams
- Excellent interpersonal, verbal and written communication skills
- Experience working directly with product, data, or engineering teams is a plus
What the job involves
- Our Direct Data Services team sits at the hyper-growth intersection of product innovation, domain strategy, and direct client impact
- We are seeking a Legal Workflow Strategist to partner with the Head of DDS and the rest of our forward deployed analyst team to institutionalize, scale, and expand the legal workflow knowledge across our broader team and our AI product suite
- In this role, you will be deeply embedded in the complex day-to-day workflows of our legal clients—specifically within the leveraged finance (LevFin) and restructuring practices—and tasked with translating those intricate analytical needs into robust, AI- and data-driven solutions
- Partner with the Head of Direct Data Services to codify legal workflow intelligence, scaling and expanding solutions knowledge across the broader internal team and product suite
- Act as a client-facing domain expert and trusted advisor to build relationships and solve complex problems for legal, buyside, sellside, and advisory accounts
- Investigate and map our users' complex legal processes (e.g., credit agreements, debt structures, and covenants) to embed Octus's AI platform seamlessly into their daily workflows
- Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research for our clients
- Coordinate with Octus’ product and engineering teams to translate real-world client feedback into platform enhancements and product features
Our take
Octus, formerly Reorg, is a global provider of credit intelligence, data and analysis of issues affecting the distressed debt, event-driven and leveraged finance markets. The company sets itself apart by taking an approach that combines reporting with financial and legal analysis, providing a holistic view and delivering that view in real-time.
Octus has fundamentally changed the way in which financial and legal professionals access complex business information. Its service reaches over 40,000 people across a variety of institutions and its subscription-based service is giving organisations the ability to replace the work of junior attorneys.
Octus garnered considerable interest from several private equity and strategic rivals due to its expensive subscription-based services that have proven to result in stable growth for clients. Octus's services are particularly valuable and its 2022 buyout by British global investment firm Permira has opened the doors to vast opportunities for Octus's further growth.
Steph
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Medical, dental, vision and 401(k) benefits
- A flexible, hybrid working policy with home office reimbursements
- Reimbursements for career development and continuing education
- Generous paid time off – including vacations, sick leave and parental leave
- Employee referral bonuses
- Gym subsidies and other fun fitness benefits
- Kudos program to recognize and reward colleagues
- Manager training programs
Company HQ
Midtown South, New York, NY
Leadership
Kent Collier
(Founder & CEO)Experienced Analyst having previously worked at Catalyst Investment Management and Millennium Partners, also worked as the Vice President at Assurant Asset Management.
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