Octagon - Investment Analyst (2024), application via RippleMatch - New York, United States - RippleMatch Opportunities

Description

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.

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