Investment Operations Officer

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.

What’s in it for you?

This is an excellent opportunity for someone to take their step up in operations, within one of the most exciting companies in the investments space. As part of this role you’ll develop a strong knowledge of our customer and you’ll have the chance to impact and streamline our processes.

The team:

The Operations team is split into four teams – Cash management, Client On Boarding, Client Account Operations and Middle Office.  You will move between the four teams depending on where the volume is.

What will you be doing?

• Redemption requests, experience in this would be great
• VCT buyback processing 
• Application and deceased account processing
• Cash management and reconciliation break handling 
• Settlements stock/cash 
• Client and Adviser updates
• Legal document processing 

Ideally, you’ll have:

✅ Accuracy - We are trusted with client’s money and data, so we have to be accurate, so we adhere to multiple regulations and keep up our good reputation. 

✅ Focus - Sometimes in Operations we get high volumes and there is a need to drop everything else you are working on and get the process complete; this requires the upmost concentration and commitment to the job at hand.  

✅ You will have had experience within a financial services organisation where you have adhered to regulations. 

✅ Communication is one of your strong points, you’re able to work with various stakeholders and work well with your team

✅ Experience in a similar role within financial services desirable but not required.

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

This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that.

What we offer

💰 A competitive salary, bonus, pension and share incentive plan

✈️ Untracked holiday

🏡 This role is based in our London HQ, we do 3 days in the office and 2 remotley

⚓ 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

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.