Investment Associate – Octopus Real Estate

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 biased. Click here to explore Life at Octopus. 

About the Role

What's in it for you?

This is an exciting opportunity to join a market-leading real estate debt team and develop your career in a dynamic and collaborative environment. The role provides exposure to a variety of high-profile transactions and the chance to work alongside experienced industry professionals. This role offers excellent development opportunities within a dynamic and successful real estate debt team, which has completed over £6.8 billion of loans since its inception.

The team

You will be part of an Investment team of 8 within a larger debt team of 50+ professionals. The Investment Associate will assist senior members of the Investment Team in originating and executing lending opportunities secured against commercial, investment, and development real estate assets across the UK.

What will you be doing?

• Support Origination & Execution
  • Assist senior team members in identifying, sourcing, and structuring lending opportunities.
• Underwriting & Analysis
  • Perform detailed financial modelling and risk analysis for loan opportunities.
  • Assist in drafting credit papers and preparing presentations for the Credit Committee.
  • Conduct market research and competitor analysis to support decision-making.
• Team Collaboration & Networking
  • Work collaboratively with the broader investment and debt teams to achieve common goals.
  • Actively engage with industry professionals at events and meetings to expand the firm's network.

Qualifications

Experience & Skills

• 1–3 years of post-qualified experience (PQE) within real estate, debt, or finance sectors.
• Understanding of the UK real estate market, including commercial, investment, and development assets.
• Strong analytical skills, with a demonstrated ability to evaluate complex financial information.
• Highly numerate with strong attention to detail.
• Energetic, enthusiastic, and proactive approach.
• Confident communicator with the ability to collaborate effectively within a team.
• Positive attitude and willingness to learn and grow within a fast-paced environment.

Qualifications

• Educated to degree level, preferably in a related field such as finance, economics, or real estate.
• RICS (Royal Institution of Chartered Surveyors) accreditation is preferred but not essential.

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.