Fundamentals Financial Analyst
About this role
Octus
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus.com/
Working at Octus
Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, pet-friendly offices (US only), and much more.
Role
Octus's Fundamentals Analyst program offers a structured entry point into financial data and credit markets for hard working, intellectually curious, and motivated candidates. Working within the Fundamentals platform, you will spread and standardise financial statements from debt issuers into Excel-based models, build and maintain capital structures, calculate credit metrics, and ensure data quality and consistency across our coverage universe. You will develop a solid grounding in financial statement analysis, accounting, capital structure mechanics, and credit metrics through hands-on, detail-oriented work. You will contribute to a collaborative and action-oriented team environment.
Please note that for the first six months, candidates based in Bogotá will be expected to work a 7:00 am – 4:00 pm local time shift to support training and ensure overlap with the European team. Working hours will subsequently normalise to a 9:00 am – 6:00 pm schedule as the analyst ramps up and becomes fully autonomous in their role, although occasional early starts may still be required on an ad hoc basis thereafter.
Responsibilities
- Analyse financial reporting documents including earnings reports and presentations, offering memorandums, lender presentations, credit agreements and other
- Prepare detailed financial models including P&L, Balance Sheet, Cash Flow, Capital Structure, Relative Performance metrics and Ratio Analysis.
- Build and maintain a coverage universe of financial models that are updated quarterly or monthly and for key events
- Leverage AI tools to improve workflow efficiency, automate repetitive tasks, and support problem solving in day-to-day analytical work
- Participate in ad hoc projects to improve the quality of the data set and our data products
Requirements
- Graduates with degrees in economics, accounting or finance
- An ability to interpret financial statements to evaluate business performance and understand the relationship between business drivers and financial performance, including the ability to model out these relationships quantitatively
- Strong analytical and problem-solving skills, including the tenacity to resolve complex issues
- Strong interest in credit market or financial markets in general
- Desire to learn and apply your newly acquired skills to grow professionally and personally
Equal Employment Opportunity
Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.
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