Valuations Associate, Octopus Ventures

Valuations Associate, Octopus Ventures

Full-Time 40000 - 50000 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Shape the valuation process and analyse portfolio company data.
  • Company: Join Octopus Ventures, a mission-driven investment firm.
  • Benefits: Competitive salary, hybrid working, wellness support, and generous parental leave.
  • Other info: Diverse and inclusive workplace with excellent career development opportunities.
  • Why this job: Make a real impact in the venture capital space while growing your skills.
  • Qualifications: Valuation experience preferred; strong Excel skills are essential.

The predicted salary is between 40000 - 50000 £ per year.

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.

What’s in it for you? You’ll play a key part in shaping the valuation process, reporting and analysis. Reporting into the Head of Ventures Valuations, you’ll help with the preparation of portfolio valuations, engage in the collection and analysis of portfolio company data, and be a key contributor to investment track record analysis.

The team Understanding, monitoring and reporting on the performance of our portfolio companies post‑investment is an important function of our business. The valuations team was set up in 2022 as an independent function within Octopus Ventures and continues to grow and develop into an integral part of the fund operating and management processes. It is responsible for valuing all the portfolio companies we are invested in the Ventures’ funds. We work closely with the investment managers to understand valuation drivers within our portfolio companies, the investment thesis, and company performance. We also work hand‑in‑hand with finance and operations teams to produce internal and LP reporting, Annual Reports, and other material key for Ventures’ stakeholder management.

What will you be doing?

  • Portfolio Valuations: Supporting the preparatory work for reporting valuations including internal information gathering, model roll‑forwards and taking on the project management of the process, including organising preliminary and review meetings with stakeholders and minute‑taking of portfolio review meetings. Preparation of individual portfolio company valuations, typically on a bi‑annual basis, which includes collation of portfolio data, gathering of relevant market comparables, valuation model building (including waterfall modelling). Preparation of valuation papers, including commentary on trading performance, justification for selected valuation methodology and input, additional commentary on triangulation. Preparation of materials required to support the valuation sign‑off process for the Valuation Committee, the Fund Board and the auditors. Attending Valuation Committee meetings as observer and be responsible for taking appropriate and accurate minutes of the discussion and conclusion. Taking responsibility for evidence gathering, filing and audit trails, including supporting on the audit and fund administration processes.
  • Fund Performance and other reporting: Preparation of regular analysis on fund performance and underlying drivers. Preparation of various analysis needed for marketing and financial reporting.
  • Improving Models and Processes: Supporting in the day‑to‑day execution and ongoing enhancement of all ventures valuations workstreams, including taking ownership of model improvements.

Qualifications: Valuation experience essential – most likely in a consulting firm, some of which will have been spent working on portfolio valuations for private equity, venture capital or alternative investment space. ACA / ACCA qualified or CFA charter holder (preferred but not essential). An understanding of International Private Equity and Venture Capital Valuation Guidelines. Superior Excel skills. We encourage you to apply even if you don’t tick every box.

Additional Information: 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, Shout & 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 of 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 are 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.

Valuations Associate, Octopus Ventures employer: Octopus Investments

At Octopus Investments, we pride ourselves on being an exceptional employer that values innovation and collaboration. Our South Central External Business Development Manager role offers not only a competitive salary and flexible working arrangements but also a vibrant work culture that fosters personal and professional growth. Join us to build meaningful relationships in the financial services sector while enjoying generous benefits and the opportunity to thrive in a supportive environment.

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Contact Details:

Octopus Investments Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Valuations Associate, Octopus Ventures

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

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Don’t shy away from reaching out directly to firms like Octopus Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Valuations Associate, Octopus Ventures

Valuation Experience
Portfolio Valuations
Data Analysis
Model Building
Market Comparables Analysis
Project Management
Stakeholder Engagement

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Octopus Investments.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Octopus Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Octopus Investments

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Octopus Investments.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Octopus Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Octopus Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.