Research Associate

The Research Associate will work within and support Octus’ Americas Covenants team. The role will focus on (but is not limited to) providing research support on US leveraged finance and high yield markets to members of the Covenants team. The role is ideal for someone who has experience working in the leveraged finance, capital markets, and/or restructuring fields. Recent Juris Doctorates also will be considered for this role. This will be a hybrid role based in the New York office for an enthusiastic person who has a desire to learn and thrives in a growing, dynamic environment.

Responsibilities

• Support the Octus Americas Covenants team, composed of experienced lawyers covering the US leveraged loans and high yield bonds markets
• Establish deep working knowledge of all aspects of Octus’ Global Covenants offering, including people, process, and technology
• Assist Americas Covenants in drafting primary and secondary legal intelligence concerning leveraged loans and high yield bonds
• Research and draft editorial content relating to US leveraged loans, high yield bonds, liability management exercises, event driven catalysts, and other topics, in each case with guidance from the Americas Covenants team
• Check facts, proof read, and edit documents to ensure accuracy
• Proactively support sales and marketing efforts for the Americas Covenants team, including helping to organize webinars, events, and training (attending where necessary)
• Lead or assist with various administrative and operational projects, as needed

Requirements

• Bachelor’s degree in a relevant discipline (business, finance, or a related field)
• 2+ years working in a research role or equivalent work experience, ideally in the financial services, professional services, or legal industries
• Previous experience in leveraged finance, high yield, capital markets, or restructuring is a plus
• Strong writing and analytical skills
• Intermediate Excel and Powerpoint skills, with the ability to distill and communicate complex, information-dense content in an easily digestible and visually appealing way
• Familiarity with using AI tools (such as Chat GPT or Claude) is a plus
• Demonstrable interest in finance, capital markets, and related legal industries
• Outstanding organizational and time management skills, with excellent attention to detail
• Proactive and collaborative team player, with eagerness to learn and work with multiple stakeholders
• Ability to multi-task and ability to prioritize effectively among multiple tasks

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The salary range estimate for this position is $90,000 to $110,000.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for a performance-based annual bonus.