Investment Specialist

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. 

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What’s in it for you?

You’ll work collaboratively and represent one of the biggest and most exciting investment teams on the AIM market and within UK Small Cap, you’ll do this across our suite of products including AIM VCT, IHT and more, giving you exposure and variety.

This is a new role that you will have a chance to shape, we have an entrepreneurial spirit and value people who aren’t afraid to challenge the way we do things. The growth aspirations of not only the retail fundraising teams and quoted team, but Octopus Investments make this an ideal time to join.

The team:

Sat in a 100 strong sales and customer team, you’ll report into Tim Dickens, whilst working collaboratively with our Distribution Director and representing our award-winning Quoted Companies team, led by Richard Power. We’re passionate about what we do, we have fun and believe in collaboration, customer obsession and delivery.

What will you be doing?

The Investment Specialist role is a sales-orientated role, representing the investment team internally to our retail distribution team and engaging with the external market (IFAs) to represent and promote the AIM and UK Smaller Companies investment capabilities and products. 

• Be the de-facto resource used by sales and business development colleagues as a portfolio management proxy and serve as the main investment contact for distribution and clients/prospects, predominantly IFA’s but extending into other client types and sectors.
• Become a subject-matter expert in the AIM and UK smaller company investment capabilities and product offerings, championing our investment capabilities, as well as existing and new products, both internally to colleagues and externally to the market. Always with the customers best interests at heart.
• Regularly inform and update the sales and customer team on investment strategies, portfolios and performance and collaborate to get meaningful client feedback to support further product and client solution development.

Ideally, you’ll have:

• Experience of working in an equity investment house (ideally in an investment role) 
• Deep investment knowledge and a thorough understanding of portfolio management and investment processes, including a sound understanding of what it takes to make good smaller company investments 
• Comprehensive understanding of the regulatory environment, retail requirements and product compliance 
• An understanding of the retail marketplace/knowledge of the IFA market and processes would be an advantage. 

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

 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’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.