O

Octus

Credit intelligence, data, and workflow tools

Private Operations Associate

Full-Time
No salary listed
Mid
Bachelor's
Bogotá, Bogota, Colombia
In Person
Clerical & Data EntryData Entry

About the job

Requirements
  • A university degree is required.
  • Exceptional organizational and time management skills are required.
  • A curious mindset and willingness to learn new processes, tools, and industry concepts are required.
  • Meticulous attention to detail and accuracy are required.
  • A logical mindset is required.
  • Clear, professional written and verbal communication in English is required.
  • An interest in financial services, legal documentation, or financial data is required.
  • A proactive and collaborative approach, strong interpersonal skills, and a client-first mindset are required.
  • The ability to manage multiple tasks and meet deadlines in a fast-paced environment is required.
  • Comfort working with spreadsheets and data sets is required.
  • The ability to communicate effectively with colleagues across teams and time zones is required.
  • Working knowledge of AI tools and large language models such as ChatGPT, Gemini, or Claude for data extraction, document analysis, or process automation is required.
Responsibilities
  • Search for credit agreements, lender presentations, and other documents, and review them to identify the appropriate credit instruments and transaction terms.
  • Create database records for new transactions while applying consistent data standards and quality checks.
  • Maintain and update deal status data, ensuring accuracy and completeness.
  • Follow compliance processes for private and confidential documents, including permissioning entitled clients and conducting client list reconciliations.
  • Track syndicated loan and high-yield bond primary markets using multiple proprietary data feeds.
  • Collaborate with the commercial team and serve as a reliable point of contact for data queries over time.
  • Support workflows across other products served by the operations team, including liaising with data teams worldwide and London and U.S. counterparts on data initiatives.
  • Contribute to operational projects and process improvements as needed.
Desired Qualifications
  • Experience building AI-assisted workflows is a plus.

About the company

Octus provides credit intelligence, data, and workflow tools for the high-yield, leveraged loan, private credit, and restructuring markets. It combines journalism, legal and financial analysis with technology to publish news, analysis, and data across the credit lifecycle for more than 35,000 professionals at banks, asset managers, and law firms. Its workflow tools organize data and insights to support credit decisions—from monitoring to restructuring—across multiple markets. It differentiates itself through an integrated team of reporters, analysts, and technologists who produce original research and deliver structured data and workflows tailored to credit professionals, helping clients manage risk and seize opportunities.

Company Size

501-1,000

Company Stage

Acquired

Total Funding

$1.3M

Headquarters

New York City, New York

Founded

2013

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Simplify Jobs

Simplify's Take

What believers are saying

  • Octus partnered with Rogo on September 21, 2026, embedding data directly into agents.
  • Octus embedded its data into Harvey on September 3, 2026 and Perplexity on August 26, 2026.
  • Octus announced every product holds SOC 2 Type II on September 26, 2026.

What critics are saying

  • Rogo, Harvey, and Perplexity turn Octus data into a distribution dependency, not a moat.
  • LevPro integration after June 10, 2026 stretches engineering, sales, and support across three platforms.
  • Bloomberg and Refinitiv bundle cheaper credit data, compressing Octus pricing within 12 months.

What makes Octus unique

  • Octus launched MCP Connector on July 14, 2026, piping verified credit data into ChatGPT and Claude.
  • Octus combines 55,000 annual articles, eight million documents, and 170 covenant fields.
  • Octus completed LevPro on June 10, 2026, linking intelligence, research, and portfolio management.

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Benefits

  • Health Insurance
  • 401(k) Company Match
  • 401(k) Retirement Plan
  • Paid Vacation
  • Parental Leave
  • Gym Membership
  • Professional Development Budget
  • Remote Work Options
  • Flexible Work Hours

Company News

Proactive Investors
Oct 22nd, 2026
LSEG agrees $3.5B Octus deal and raises 2026 guidance after 8.8% third-quarter income growth

London Stock Exchange Group (LSEG) raised its 2026 guidance after third-quarter income, excluding recoveries, rose 8.8% on an organic constant-currency basis. It also agreed to buy Octus for $3.535 billion. LSEG now expects full-year organic growth of at least 8.0%, up from 7.0% to 7.5% at the half year. Equity free cash flow is forecast at no less than £2.8 billion, up from £2.7 billion. Octus, founded in 2013, should generate more than $300 million of revenue in 2026 at an adjusted EBITDA margin of around 40%. Sellers are funds advised by Permira, and Octus management. The debt-financed deal is expected to close in the first half of 2027, subject to regulatory approval. Chief executive David Schwimmer said LSEG is on track for its strongest annual growth since 2018.

Global Banking & Finance Review
Oct 13th, 2026
LSEG in talks to buy Permira's Octus financial data group for about $3.5 billion.

LSEG in talks to buy Permira's Octus financial data group for about $3.5 billion. Posted on October 13, 2026 · Last updated: October 13, 2026 LSEG eyes $3.5 billion acquisition of Permira's Octus financial data group. London Stock Exchange Group in talks to acquire Octus. By Amy-Jo Crowley Acquisition discussions and market impact. LONDON, Oct 13 (Reuters) - The London Stock Exchange Group is in talks with private equity firm Permira to acquire Octus for about $3.5 billion, the London-listed group said Tuesday, confirming a Reuters report. No final agreement has been reached and no transaction is guaranteed, LSEG said, adding that the New York-headquartered financial data group has a strong track record of double-digit revenue growth based on a high-retention subscription model. LSEG shares, which had dipped more than 2% on the Reuters report earlier on Tuesday, extended losses to fall 4.7% by 1342 GMT. Strategic fit and revenue growth. "Octus' coverage and solutions are highly complementary to LSEG's existing fixed income data & analytics and private markets solutions," LSEG said, adding that a deal would be immediately accretive to LSEG's Data & Analytics and group revenue growth. Permira's involvement and Octus background. Permira's acquisition and sale plans. PERMIRA BOUGHT CONTROLLING STAKE IN OCTUS IN 2022 London-based Permira is working with advisers to evaluate interest in Octus, two people with knowledge of the situation said. Permira declined to comment. The private equity firm, which has been planning a sale of Octus since last year, has also held talks with other potential buyers, one of the people said. It acquired a controlling stake in Octus at a valuation of $1.3 billion from Warburg Pincus in 2022. Octus's business model and market position. Octus provides information on credit markets, with a focus on companies in financial distress, for banks and investors. It employs journalists, analysts and legal experts, using technology to scour regulatory and court filings. Trends in Data Analytics sector. A potential Octus transaction, if it went ahead, would mark a further uptick in dealmaking in the data analytics sector, despite a selloff in listed stocks earlier this year. YipitData, backed by investors including Carlyle Group, is exploring a sale that could value the data analytics provider at more than $2.5 billion, while Vista Equity Partners is exploring a sale of private markets data provider Allvue. LSEG's strategic context. Pressure from activist investors. LSEG has been under pressure to improve its performance from activist investor Elliott Management, which disclosed a stake in the exchange operator in February. Relationship with Reuters. LSEG is the largest customer of Reuters, which provides news for its Workspace news and data platform and other products. (Reporting by Amy-Jo Crowley in London; Additional reporting by Milana Vinn in New York and Tommy Reggiori Wilkes in London; Editing by Anousha Sakoui, Elisa Martinuzzi, Alexander Smith and Jan Harvey) Key takeaways. * LSEG confirmed discussions with Permira to purchase Octus for approximately $3.5 billion, but emphasized no deal is guaranteed yet. (investegate.co.uk) * Octus, based in New York, specializes in credit market intelligence - especially for distressed companies - and uses a subscription model with analytics, journalism, and legal expertise. (investegate.co.uk) * The acquisition would immediately boost LSEG's Data & Analytics division and overall group revenue, as Octus complements its fixed-income and private markets capabilities. (investegate.co.uk) * Permira acquired a controlling stake in Octus in August 2022 from Warburg Pincus - though exact valuation at that time isn't publicly detailed, it's estimated well below the current $3.5 billion possible deal. (mergr.com) * The move underscores ongoing high valuations for specialist data analytics firms - comparable deals include YipitData exploring a sale over $2.5 billion. (peinsights.substack.com) References. Frequently asked questions. Who is in talks to acquire Octus? How much is Octus valued at in the proposed deal? What does Octus specialize in? When did Permira acquire its stake in Octus? How would an Octus acquisition impact LSEG?

Hebbia
Oct 13th, 2026
Announcing Hebbia's partnership with Octus.

Announcing Hebbia's partnership with Octus. Hebbia now integrates with Octus, giving credit teams direct access to credit research, deal terms, and private company data. Hebbia has partnered with Octus, a leading provider of credit intelligence and data for leveraged finance and private credit markets. The partnership adds coverage that public filings do not reach to the filings, market data, and firm documents Hebbia customers already work from. How firms use Hebbia and Octus. Public filings only tell part of the story when you're assessing a company's credit quality. Octus fills that gap with expert reporting and legal analysis, private company financials and capital structures, covenant and restructuring data, deal documents, and court filings. In Hebbia, credit teams can combine Octus data with their own deal history and other market feeds. Customers are already using Octus data to compare a deal's covenant package with similar deals, catch new restructuring filings, build underwriting and investment materials, and more. The integration runs on the Octus MCP Connector(TM), which links every Octus product a firm subscribes to into Hebbia at once. Instead of searching each product separately, users ask one question and get an answer drawn from all of them, live and cited to the source. That makes research faster and more complete. "AI is only as powerful as the intelligence feeding it, particularly across the sub-investment grade credit universe. Integrating Octus into Hebbia grounds AI agents directly in proprietary credit intelligence and data produced by our nearly 300 financial analysts, legal analysts and expert journalists, as well as deal room documents and private company financials. Credit professionals get the deep, verified context they need directly inside their primary workflow," said Ben Kovacka, Head of Direct Data Services at Octus. Get in touch to bring Octus into your Hebbia workflows. Explore all Hebbia integrations, or tell Hebbia which one you'd like to see next.

Rogo
Sep 21st, 2026
Announcing Rogo's partnership with Octus.

Announcing Rogo's partnership with Octus. We are pleased to announce a partnership with Octus, a leader in credit intelligence, data and workflow across sub-investment-grade and leveraged finance markets. The integration makes Octus data, including expert analysis, private company financials, capital structures, covenant and restructuring data, credit news, debt documents and structured credit data, available as a configurable source within Rogo agents. Mutual customers can build agents that use Octus across origination, underwriting, monitoring, trading, distressed credit, private credit and restructuring. For example, an agent can screen credits against an investment strategy, analyze capital structures and covenant packages, monitor portfolios for changes in credit quality, or prepare underwriting and investment committee materials. "The Octus team is passionate about making sub-investment-grade markets more efficient and driving better outcomes for companies and investors. Our financial and legal analysts and expert reporters have assembled an unparalleled corpus of credit intelligence and data over the past 13 years. This body of work is backed by millions of documents across high-yield, leveraged loan and private credit borrowers, public and private. To maximize the impact of our work, we are excited to partner with Rogo to bring our intelligence and data even deeper inside the workflows of credit professionals. With a direct connection into Rogo, users and their agents will be able to query Octus and draw on the most comprehensive private company financial data, data room content, as well as legal and financial analysis to power their pitchbooks, investment memos and capital allocation decisions. All information comes verified and sourced back to Octus, providing a reliable edge." - Ben Kovacka, Head of Direct Data Services at Octus The integration is available to mutual customers with the appropriate Octus licenses.

GIE Media Inc.
Aug 17th, 2026
BFG Supply Co. faces Chapter 11, cancels events.

BFG Supply Co. faces Chapter 11, cancels events. While not yet officially announced, several growers and suppliers have confirmed the news about the Michigan-based distributor. Published August 17, 2026 | Updated August 18, 2026 BFG Supply is preparing to file for Chapter 11 bankruptcy in the coming weeks, according to sources in a report from Octus.com, a platform that delivers credit and finance news. The company is expected to conduct a sales process in court with proceeds used to pay creditors, including lender Ares Management, the report said. The horticultural supplier, which is owned by private equity firm Pamplona Capital Management, is working with Reflect Advisors, a financial firm that specializes in restructuring distressed businesses. Exhibitors at BFG's 2026 Marketplace Expo East and West have received email notification that those events have been cancelled. The email states: "As BFG continues working towards resolutions to our current challenges in conjunction with our restructuring partners at Reflect Advisors, we have reached the difficult decision to cancel our 2026 Marketplace Expo East and West. If you were planning on attending either event, we recommend cancelling your travel plans as soon as possible. We are notifying you now specifically so that you have the best chance of recovering costs while cancellation windows are still open. We apologize for any inconvenience this may cause." There are currently no details on if or when any refunds will be issued for payments made to BFG for these events. The company has no current events listed on its website. In the event of a Chapter 11 filing, exhibitors and attendees who paid for event tickets would be behind secured creditors, such as the company's lenders, in line for any payments from an asset sale or liquidation. Several BFG Supply Co. employees revealed to customers and partners in the last week of July 2026 that the company was closing. BFG, which is owned by private equity firm Pamplona Capital Management, served as one of the largest independent wholesale horticulture suppliers, with 15 locations and more than 1.5 million square feet of warehouse space. On LinkedIn, several BFG employees changed their status to "open for work," noting they were no longer with the company and searching for new opportunities. It's currently unclear if Green-Tek, Greenhouse Megastore and DeCloet Greenhouse are part of the closure, though sources with knowledge of the closure had been told those business units will remain open. GIE Media Horticulture Group reached out to BFG Supply for comment. Nursery'll share any updates as they become available. Founded in 1972 by John Gander, BFG served four broad customer segments: professional greenhouse and nursery growers; independent lawn and garden retailers; landscape professionals; and controlled environment ag and hydroponic growers. BFG sourced products from more than 1,000 suppliers. Beginning in the early 2000s, BFG's growth strategy focused on regional acquisitions and new service centers. The 2000s also brought on a series of private-equity ownership changes. Ownership and expansion history Cardinal Ventures LLC purchased BFG Supply Co. in 2000 and held it until 2010. The Indianapolis-based private-equity firm backed the first wave of acquisitions: J.G. Smith & Co. in 2002 (extending into Illinois, Wisconsin, Iowa and Missouri); Brighton By-Products in 2003 (broadening reach into Western Pennsylvania); MDM Horticultural Supplies in 2006 (extending territory to the Dakotas); and Kalamazoo Co-Op in 2007 (becoming the third warehouse hub). In 2010, Vancouver, B.C.-based Tricor Pacific Capital acquired BFG. In 2011, BFG acquired Westel Inc. (expanding coverage to 23 states and adding lawn/garden and turf lines) and JR Johnson (expanding coverage into Minneapolis). In 2013, BFG added a 200,000-square-foot lawn and garden warehouse in Grand Rapids, Michigan, formerly Commerce Corp. Sponsored Content Explore Walters Gardens' new perennials for 2027 - each selected for standout performance and retail appeal. As a trusted leader in perennial innovation, Nursery select for bold colors, unique forms, and reliable garden success to help retailers inspire confident purchases and fresh displays with proven, consumer-focused varieties. By January 2020, Pittsburgh, Pennsylvania-based Incline Equity Partners took over until November 2021. During that time, Incline completed the acquisitions of Gard'N-Wise Distributors (expanding into the Midwest, Southwest and Mountain West) and L&L Nursery Supply (expanding across the Western U.S.). On Nov. 9, 2021, Incline sold BFG to Pamplona Capital Management. The following year, operating as a Pamplona platform company, BFG acquired Greenhouse Contractors Inc. (dba Greenhouse Megastore), which added greenhouse design and manufacturing, as well as e-commerce. The company acquired VG Supply, a lawn, garden and outdoor living distributor in the upper Midwest, in June 2024, and BFG announced a brand refresh with a new logo and tagline "Come Grow with Us." BFG completed a $300 million recapitalization Nov. 10, 2025. Piper Sandler served as the adviser. While no details were disclosed, it was classified as a "restructuring." Sources: Staff reports, BFG website, BFG press releases, PR Newswire and BusinessWire releases Get curated news on YOUR industry. Enter your email to receive its newsletters.