Investment Manager

Octopus; Greater London; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid working

Private medical insurance

Life insurance

Pension scheme

Parental leave

Job summary

Octopus Investments is looking for an Investment Manager to join the Specialist Finance team in London. You will manage day-to-day group activities, review management information, and present complex financial data to senior stakeholders to drive strategic priorities across a diverse portfolio.

The role blends hands-on execution with high-level strategic oversight, including capital allocation, performance analysis, and potential involvement in refinancing and M&A.

Qualifications

• 6+ years of experience in areas such as accounting, law, banking, corporate finance or audit.
• Transaction experience including sell-side or due diligence for M&A is preferred.
• Strong numerical ability and financial modeling skills.
• Excellent analytical and communication skills with a track record of bringing projects to completion.

Responsibilities

• Manage day-to-day group activities including reviewing management information and liquidity management.
• Present complex financial and strategic information to senior stakeholders clearly.
• Collaborate with portfolio company management to identify issues and deliver strategic priorities.
• Drive value-creation initiatives across the portfolio including performance turns and product strategy.
• Lead refinancing, M&A and other corporate finance workstreams with senior team members and advisors.
• Build and manage relationships with internal and external stakeholders.
• Apply analytical thinking and AI tools to improve productivity and outputs.

Skills

6+ years experience

Transaction experience

High-pressure environments

Financial modeling

Analytical thinking

Stakeholder management

AI enabler

Presentation skills

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

We encourage you to apply even if you don't tick every box. If you're 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. 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.

Investment Manager London, United Kingdom