Investment Manager
Job Summary
Youll join the Specialist Finance team a small and agile team of six responsible for managing a diverse portfolio of businesses held within Octopus Investments retail investment products. The portfolio spans energy generation fibre and real estate with the team responsible for investment performance capital allocation and strategic oversight across the underlying businesses.
This is an opportunity that offers great variety and exposure to a critical part of Octopus Investments. Youll be in a hands on strategic role that offers breadth of experience and the chance to work closely with senior stakeholders.
What will you be doing
- Manage key aspects of the day-to-day management of the group including reviewing management information liquidity management and share price production.
- Present complex financial and strategic information clearly and confidently to senior stakeholders
- Work closely with portfolio company management teams to identify issues challenge performance and deliver strategic priorities.
- Drive value creation initiatives across the portfolio including performance turnarounds strategic change and product strategy
- Lead and execute key refinancing M&A and other corporate finance workstreams across the portfolio working alongside senior team members and external advisors
- Build and manage relationships with a range of internal and external stakeholders
- Bring an analytical critical lens to complex issues and use AI tools to enhance your own productivity and output
Qualifications :
6 years experience from industries such as accountancy law banking corporate finance or audit
Transaction experience ideally including sell-side deal exposure and/or producing diligence for M&A
Comfortable operating in high-deal-volume high-pressure environments and able to navigate complex situations
Highly numerate and confident building financial models
Highly analytical with the ability to grasp complex issues quickly and demonstrate critical assessment and clear conclusions
Highly literate with a confident clear and articulate presentation and communication style
A track record of getting projects over the line
Experience managing a range of internal and external stakeholders
A positive self-starting attitude curiosity and a willingness to muck in
An AI enabler someone who actively uses AI to work smarter
Nice-to-haves:
Experience in real estate or infrastructure (not essential)
Prior in-house experience
We encourage you to apply even if you dont tick every box. If youre looking for a challenge in a fast-paced and dynamic business we can deliver on that.
Additional Information :
What we offer
A competitive salary bonus pension and share incentive plan
Untracked holiday
Hybrid working three days in the office two days from home
Anchor (our wellness hub) which includes Headspace one to one coaching through Wellness Cloud Digital GP employee assistance program & more
Up to 6 months paid parental leave regardless of gender
Life insurance critical illness cover and income protection
Private medical insurance for you and your family
Electric vehicle leasing
The option to work overseas up to a month per year
Our Values
At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make.
We are committed to building a workplace where diversity is valued and inclusion is a priority. By providing equal opportunities for growth and development we embrace and celebrate all races genders religions sexual orientations ages disabilities and socio-economic backgrounds. We believe teams achieve their best when every member feels safe respected and empowered to be their authentic selves.
Were proud to be disability confident and are committed to supporting candidates with a disability including neurodiversity and mental health conditions throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process well be happy to accommodate where possible.
Remote Work :
No
Employment Type :
Full-time
About Company
At Octopus, were entrepreneurs and were investors, on a mission to back the people, ideas and industries that will change the world.