Investment Operations Officer – 12 month FTC

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.

About the Role

What's in it for you?

As a member of the Investment Operations Team, you will be involved In all aspects of application processing, client data updates, cash matching, post distribution, document management, client withdrawals and much more.  You will move between the four teams depending on where the volume is.  

We’re seeking a detail-oriented and fast-learning individual who thrives in a team environment and can adapt quickly to changing priorities. You’ll be trained across multiple processes, so strong listening skills and the ability to take clear, useful notes are essential.

The team:

Our Operations function is structured into four specialist teams: Cash Management, Client Onboarding, Client Account Operations and Middle Office/ Settlements

What you will be doing:

• Managing client and adviser updates
• Processing redemption requests
• Overseeing cash management
• Handling deceased account processing
• Settling stock and cash transactions
• Processing VCT buybacks
• Managing applications processing
• Investigating and resolving reconciliation breaks
• Executing corporate actions
• Supporting transaction reporting
• Processing legal documents

Qualifications

Ideally you will have: 

• Previous experience in a financial services organisation, with a strong understanding of regulatory requirements
• Financial qualifications desirable but not required (IOC, IMC, CII) 
• Experience in a similar role within financial services desirable but not required.
• Proven ability to work effectively in a team
• Strong organisational skills and attention to detail
• Ability to manage multiple tasks and meet deadlines under pressure  
• 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: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.

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

What we offer

✈️ Untracked holiday 
🏡 Hybrid working –  minimum 3 days a week in the office
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more 
 

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.