Assistant Accountant, Octopus Investments
Octopus Inheritance Tax Services
+ Bonus & Share incentive plan
3+ days a week in office (Holborn, London)
Ethical Investments
Job no longer available
Ethical Investments
501-1000 employees
Job no longer available
+ Bonus & Share incentive plan
3+ days a week in office (Holborn, London)
501-1000 employees
Company mission
Octopus Group is a B Corp whose mission is to invest in the people, ideas and industries that will help change the world.
Role
Who you are
- Part qualified Accountant (ACA/ACCA or equivalent)
- Financial services experience desirable but not essential
- Proven track record of delivering results
- The successful candidate will need to demonstrate good interpersonal skills and the ability to quickly build relationships within their team and across departments
- Comfortable working individually on projects or collaboratively within a team, and someone who will be able to demonstrate strong organisational skills to manage multiple workstreams
What the job involves
- This role sits within the Finance Centre of Expertise, supporting the Octopus Inheritance Tax Services (“OITS”) division—an exciting portfolio with over £3bn in assets under management across lending, energy, housebuilding, and fibre
- You’ll join the OITS Finance team, with a primary focus on Fern, one of our key investment areas
- As Assistant Accountant, you’ll work closely with multiple Accountants, taking ownership of elements of management, statutory, and regulatory reporting
- You’ll also play a hands-on role in the day-to-day operations of the funds, gaining exposure to a diverse range of financial activities and contributing to the success of a high-impact team
- You’ll be part of the wider Finance team, working within a team of 8. The team is dynamic and fast-paced, offering a diverse and engaging environment
- The team you will be working with are busy and diverse. To excel in this role, it is essential that you're proactive, keen to learn, focused, self-motivated and able to work under deadlines
- Build and maintain a strong understanding of the OITS portfolio and its core areas: lending, energy, housebuilding, and fibre
- Develop a broad awareness of other Octopus OITS funds
- Foster effective working relationships with the Senior Accountant, Investment Operations, Company Secretariat, and other internal and external teams to ensure smooth fund management
- Prepare month-end journals and management accounts, including management fee calculations and balance sheet reconciliations (e.g. accruals, prepayments, interest)
- Manage the Fern invoice inbox, ensuring invoices are accurately recorded, paid, and recharged
- Post cash journals across multiple entities
- Prepare invoices, post group recharges, and maintain intercompany reconciliations
- Assist in preparing board reports and interim/annual accounts
- Support other month-end tasks as needed
- Liaise with auditors and provide requested information
- Process invoices for payment
- Prepare VAT returns
- Provide support to other OITS entities as required
- Respond to ad hoc queries as they arise
Salary benchmarks
Our take
Octopus is a group of companies investing in innovative ideas from various industries. The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Investments, Octopus Ventures and Octopus Labs.
Across its financial services business, the company cares as much about the impact its investments have as it does about the returns it generates for its investors.
Since its inception, the company has grown significantly and has more than 3 million domestic customers and now actively operates in 18 countries.
Steph
Company Specialist at Welcome to the Jungle
Meet the team
10 people
Jessica Bourdon-Pierre, Portfolio Manager
Insights
Company
Company benefits
- Critical Illness Cover & Death In Service
- Health Insurance
- Pension Plan
- Performance Bonus
- Share Incentive Plan
- Hybrid Working (3 days in the office, 2 days remote)
- Childcare Vouchers
- Sick pay
- 'Take what you need' Annual leave
- £3000 Bike to Work Scheme
- Employee Discount Portal
- Professional Development & Training
- Monthly 'Drink Up'
- The Greatest Christmas Party Ever
Company values
- Be Helpful: We like people who behave like it’s always day one and who remember that without our customers there is no business.
- Be Straightforward: We like people who have opinions and who express them in a way that’s respectful and easy to understand
- Be Bold: We like people who make decisions quickly and who are OK changing their mind if it turns out there’s a better way of doing things
Company HQ
Holborn, London, UK
Articles
Leadership
Simon Rogerson
(Co-Founder & CEO)Previously worked at Octopus Investments for 20 years, first as Chief Executive and co-founder for 19 years and then as Executive Chairman for 1 year.
Chris Hulatt
(Co-Founder)Previously Investment Manager at Mercury Asset Management for 2 years and Non Executive Director at ClearlySo for 4 years.
Diversity, Equity & Inclusion at Octopus Investments
Daniel Chapman-Harris (Head of Learning & Development, Head of D&I Steering Group)
- 50/50 gender split across all senior leadership roles (currently 47% female / 53% male)
- 15% of managerial roles and above will be held by people from an ethnic background (Currently 8%)
- We partner with Black Young Professionals network, Investment 2020, Work180, Women in Finance, 10,000 Black Interns and more to promote D&I at Octopus and in the Investments industry
- We host events aimed at women in the financial services industry and how we can attract & support people in this space
- We host internal D&I events on how to support ethnic backgrounds in the workplace, Neurodiversity and more!
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