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- Tasks: Support operational activities in a dynamic investment team, ensuring smooth processes.
- Company: Join Octopus, a forward-thinking company on a mission to change the world.
- Benefits: Competitive salary, hybrid working, wellness support, and generous parental leave.
- Why this job: Gain diverse experience in finance while making a real impact in a collaborative environment.
- Qualifications: Detail-oriented, team player with strong organisational skills; finance experience is a plus.
- Other info: Embrace diversity and inclusion in a supportive workplace that values your growth.
The predicted salary is between 28800 - 48000 £ 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. Join our dynamic Investment Operations Team, where you\’ll play a key role in supporting a wide range of operational activities. From application processing and client data updates to cash matching and document management, your work will be essential to ensuring smooth and accurate operations across the business.
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
- Middle Office
What You\’ll Be Doing
You’ll rotate across these teams based on business needs, giving you exposure to a variety of processes and the opportunity to develop a broad skillset.
Responsibilities include:
- Processing client redemption requests
- Managing client and adviser updates
- Handling cash management tasks
- Processing deceased accounts
- Settling stock and cash transactions
- Managing VCT buyback processes
- Processing applications
- Resolving reconciliation breaks
- Supporting corporate actions
- Transaction reporting
- Handling legal documentation
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
- Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done
What We Offer
A competitive salary, bonus, pension and share incentive plan
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
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. 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\’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.
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Investment Operations Officer employer: Octopus
Contact Detail:
Octopus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Officer
✨Tip Number 1
Network like a pro! Reach out to people in the investment operations field, especially those at Octopus. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to operational tasks. Think about how your skills match what they need, especially around cash management and client onboarding.
✨Tip Number 3
Show off your attention to detail! During interviews or networking, share examples of how you've managed multiple tasks accurately under pressure. This is key for the role!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Octopus team.
We think you need these skills to ace Investment Operations Officer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Operations Officer role. Highlight your relevant experience in financial services and any skills that match the job description. We want to see how you can contribute to our dynamic team!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, be sure to demonstrate this in your application. Use clear formatting, check for typos, and ensure all information is accurate. We appreciate candidates who take pride in their work!
Highlight Teamwork Skills: We’re looking for someone who thrives in a team environment. Share examples of how you've successfully collaborated with others in previous roles. This will show us that you can adapt quickly and work well with our diverse team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. We can’t wait to hear from you!
How to prepare for a job interview at Octopus
✨Know the Company Inside Out
Before your interview, take some time to research Octopus and its mission. Understand their values and how they operate within the financial services sector. This will not only help you answer questions more effectively but also show that you're genuinely interested in being part of their team.
✨Showcase Your Attention to Detail
Given the role's focus on accuracy and detail, prepare examples from your past experiences where you've demonstrated these skills. Whether it’s managing client data or processing transactions, be ready to discuss how you ensure precision in your work.
✨Demonstrate Team Spirit
Octopus values teamwork, so be prepared to talk about your experiences working in a team environment. Share specific instances where you collaborated with others to achieve a common goal, highlighting your adaptability and communication skills.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you handle pressure and manage multiple tasks. Think of scenarios where you successfully navigated busy periods or resolved conflicts. Practising these responses will help you feel more confident during the interview.