Investment Operations Officer

Octopus; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A progressive investment firm is seeking a detail-oriented individual to join their dynamic Investment Operations Team in Greater London. The role involves supporting operational activities such as client updates, cash management, and transaction processing. The ideal candidate will have experience in financial services, strong organizational skills, and the ability to thrive under pressure. This position features a competitive salary, hybrid working options, and a comprehensive benefits package including parental leave and private medical insurance.

Benefits

Competitive salary

Untracked holiday

Hybrid working model

Wellness programs

Paid parental leave

Life insurance

Private medical insurance

Electric vehicle leasing

International work options

Qualifications

• Ability to manage multiple tasks and meet deadlines under pressure.
• Proven ability to work effectively in a team.
• Strong understanding of regulatory requirements.

Responsibilities

• Processing client redemption requests.
• Managing client and adviser updates.
• Handling cash management tasks.
• Settling stock and cash transactions.
• Transaction reporting.

Skills

Attention to detail

Organizational skills

Team collaboration

Education

Previous experience in financial services

Financial qualifications (IOC, IMC, CII)

Job description

Company 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. Click here to explore Life at Octopus.

Job Description

What's in it for you? Join our dynamic Investment Operations Team, where you'll play a key role in supporting a wide range of operational activities. From application processing and client data updates to cash matching and document management, your work will be essential to ensuring smooth and accurate operations across the business.

We’re seeking a detail‑oriented and fast‑learning individual who thrives in a team environment and can adapt quickly to changing priorities. You’ll be trained across multiple processes, so strong listening skills and the ability to take clear, useful notes are essential.

The team

Our Operations function is structured into four specialist teams:

• Cash Management
• Client Onboarding
• Client Account Operations
• Middle Office

What you'll be doing

You’ll rotate across these teams based on business needs, giving you exposure to a variety of processes and the opportunity to develop a broad skillset.

Responsibilities include:

• Processing client redemption requests
• Managing client and adviser updates
• Handling cash management tasks
• Processing deceased accounts
• Settling stock and cash transactions
• Managing VCT buyback processes
• Processing applications
• Resolving reconciliation breaks
• Supporting corporate actions
• Transaction reporting
• Handling legal documentation

Qualifications

Ideally you will have:

• Previous experience in a financial services organisation, with a strong understanding of regulatory requirements
• Financial qualifications desirable but not required (IOC, IMC, CII)
• Experience in a similar role within financial services desirable but not required.
• Proven ability to work effectively in a team
• Strong organisational skills and attention to detail
• Ability to manage multiple tasks and meet deadlines under pressure
• Accuracy
• Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?

Additional Information

What we offer

• A competitive salary, bonus, pension and share incentive plan
• ✈️ Untracked holiday
• Hybrid working – most of our people spend 3 days a week in the office
• ⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & 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.