Investment Operations Senior Officer, Octopus Investments
Middle Office
+ Bonus and share incentive plan
3 days a week in office (Holborn, London )
Ethical Investments
Posted today
Ethical Investments
501-1000 employees
Posted today
+ Bonus and 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
- The role requires a detail-oriented & proactive individual who can operate effectively in a fast-paced environment, ensuring the accuracy & integrity of investment data while maintaining close collaboration with internal teams, stakeholders & third-party service providers
- The successful candidate will combine strong analytical skills with a hands-on approach, supporting the continuous improvement of operational efficiency through automation, process enhancement & the use of digital tools
- Strong Excel skills (including formulas, pivot tables, & data analysis tools)
- Professional qualifications such as the IMC, IOC or CF1 or equivalent are highly desirable, or a demonstrated willingness to pursue these within an agreed timeframe
What the job involves
- This is an excellent opportunity for someone looking to take the next step in their operations career and join our Middle Office Team within one of the most exciting companies in the investments space
- You will play a key role in supporting investment management operations, focusing on unquoted trading, fee oversight, valuation processes & performance analysis
- The Middle Office sits within the wider Investment Operations function, which is made up of five core teams: Cash Management, Client Onboarding, Client Account Operations, Settlements & Middle Office
- Oversee trade capture, verification, & settlement processes for unquoted securities
- Coordinate with Front Office, Legal, & third parties to ensure accurate & timely execution
- Calculate, review, & reconcile management & performance fees across various products
- Monitor accruals, adjustments, & fee payments to ensure accuracy & transparency
- Assist with the generation, review & validation of valuations for all products, ensuring adherence to valuation policies
- Produce & validate performance reporting across portfolios, ensuring consistency with product attributes
- Support with Management Information (MI) production & reporting
- Identify opportunities for process automation & digital enhancement across middle office workflows
- Contribute to system implementations, UAT, & continuous improvement initiatives
- Ensure all operational processes adhere to internal controls, regulatory requirements, & best practices
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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