Data Analyst, Octopus Ventures

London, UK

Company Description

Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at

At Octopus Investments, we're experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors. 

*Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31st December 2021 

Job Description

About the Role

As a Data Analyst at Octopus Ventures, your primary focus will be to develop and maintain end-to-end analytics from requirements gathering with key stakeholders, building quality data pipeline, dashboarding the results via BI tools and providing impactful interpretation to those that would most benefit. You'll work with stakeholders across all parts of Octopus Ventures.

Key responsibilities include:

  • Working collaboratively with the wider team to gather requirements from stakeholders of all levels, including prioritising, tracking and reporting on their delivery status regularly.
  • Gain an excellent understanding of our data, to enable you to clearly explain the purpose, cadence and business relevance that it provides.
  • Be deeply involved in defining key metrics and KPIs against which we can report to help the team understand and drive success towards our goals.
  • Leading and contributing to the production of regular MI reports presented via BI tools, such as FuM, cashflows and FX, while supporting the validation of our underlying investment, portfolio, asset and valuation data (in accordance with FCA regulation).
  • Suggesting APIs to encourage more reliable and flexible connectivity between systems and reporting via BI tools, while minimising the duplication of data sources.
  • Being proactive and quick to react to ensure that data availability remains uninterrupted and that we consistently meet our reporting deadlines.
  • Apply analytical thinking to data-related processes, with a view to constantly striving for efficiencies and improvements, while reducing the need for manual workarounds.
  • Working with colleagues and third parties to provide ideas and support the delivery of projects which are crucial to our future success, as needed, whether that’s new system launches and integrations, retail fundraising offer launches or institutional fund closes.
  • Supporting the team to identify the best tools for efficient, accurate and customer friendly end-to-end analytics, from data collection through to the business using trends to inform strategy.


  • Good understanding of equity investments generally, although you don’t need to have worked exactly in our part of the industry before - we welcome transferable skill sets and recognise that diverse working backgrounds make us stronger overall.
  • Work effectively with non-technical people, both internal and external, so that stakeholders can easily interpret and trust our data and reporting.
  • An excellent sense of how to prioritise and manage your own workload.
  • Be freethinking and proactive in suggesting and seeing through changes to ensure processes remain efficient, scalable and have minimal time wastage.
  • Strong problem-solving ability and analytical mindset – you proactively gather the right data from appropriate sources, probe all the facts and consider other perspectives.
  • A comfort working with large databases and numbers, including complex financial models to assess fund and asset level performance. 
  • Excellent experience of Excel at an intermediate or above
  • Experience working with Power BI (Pro or, ideally, Premium) – data modelling, report creation and distribution
  • Comfortable writing SQL and DAX
  • A passion for technology and the courage to proactively challenge the status quo when building data solutions.
  • Great attention to detail, and a tenacity for problem solving through to resolutions.
  • A passion for putting the customer (internal and external) at the heart of what you do.

Additional Information

What we offer

💰  A competitive salary, bonus, pension and share incentive plan
✈️ Take what you need holiday
🏡 Flexible working 
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
👪 Enhanced family leave policies
❤️ 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 Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. 

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.