Octopus Investments is a fast-growing UK fund management business with leading positions in several specialist sectors including healthcare, energy and smaller company investing. Founded in 2000, Octopus manages more than £4.7 billion of funds on behalf of 50,000 investors.
Working closely with financial advisers, we create investment solutions that combine our expertise in smaller company investing with government approved tax reliefs. Our core product range currently includes Venture Capital Trusts, Enterprise Investment Schemes and Inheritance Tax Services offering award-winning solutions for investors looking for capital growth, income generation or capital preservation.
As an entrepreneurial company, we understand what it takes to build a business. We work hand-in-hand with some of the most successful entrepreneurs and management teams in the country to help finance companies capable of creating, transforming or dominating their industry. We invest in both private companies and those listed on the Alternative Investment Market.
Exceptional customer service and a straight talking approach to investing are integral to the way we do business at Octopus. We have twice been voted one of the best 100 smaller companies to work for, and are one of only two fund managers to have ever been rated AAA by Citywire.
Octopus’ success is based on its 350 employees adopting and applying values that make great businesses:
Customer obsession is about putting the customers’ needs at the heart of everything we do. We achieve this by listening, by making the complex simple and by delivering on our promises.
Focus on impact is about making things happen. It’s about recognising and avoiding the distractions. And it’s about executing really, really well.
Better and better is about having the humility to recognise that everything can be improved. We want a culture where everyone can put forward ideas and where people at all levels seek out, learn from and react positively to feedback.
Personality matters at Octopus. We want people who are willing to roll up their sleeves, are passionate about what they do, and who retain their humility despite all they achieve. We are honest, open and decent, always
To build and maintain relationships with a selected universe of client firms to maximize Octopus opportunities and business levels across the Octopus product range. To identify both Tax & Trust and Asset Management opportunities and support Marketing and the Business Development Management Teams where appropriate. Identify opportunities for innovation in product, markets and adviser engagement
Essential Job Functions
It is recognized that this is an evolving role and outside of the essential functions above, the BDM may be required to undertake additional tasks related to increasing business for Octopus.
Non-essential Job Functions