Investment Manager

Octopus Capital; Greater London; Hybrid; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid working – three days in the off

Pension

Private medical insurance

Life insurance

Critical illness cover

Income protection

Share incentive plan

Parental leave

EV leasing

Overseas work option

Job summary

Octopus Capital seeks a Senior Specialist in Finance to lead day-to-day management of the portfolio across energy, fibre and real estate holdings. You’ll present insights to senior stakeholders, drive value creation and oversee refinancing and M&A workstreams with internal teams and external advisers.

You’ll work in a small, agile Specialist Finance team, with exposure to strategic priorities and AI-enabled productivity tools, and you’ll collaborate closely with portfolio management and

Qualifications

• 6+ years experience in finance, accounting, banking, or related fields.
• Experience with transaction work (M&A / refinancing) and diligence processes.
• Strong numerical ability and financial modelling skills.
• Comfortable working in high-deal-volume environments and with senior stakeholders.
• Excellent presentation and communication skills with a proactive, AI-enabled mindset.

Responsibilities

• Manage day-to-day group activities including MI review, liquidity, and share price reporting.
• Present complex financial and strategic information to senior stakeholders.
• Collaborate with portfolio company management to drive performance and priorities.
• Lead value-creation initiatives, including turnaround programs and product strategy.
• Structure and execute refinancing and M&A workstreams with internal and external partners.
• Build relationships with internal and external stakeholders.
• Apply analytical thinking and AI-led productivity to deliver outputs.

Skills

Senior finance experience

M&A / refinancing

Stakeholder management

Financial modelling

AI tools usage

Strategic planning

Job description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

We think working here is great, but we’re understandably bias.

Job Description

You’ll 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. You’ll 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

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. That’s 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.

We're 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, we’ll be happy to accommodate where possible.