Investment Associate

Company Description
**Are you looking for a fast paced, ambitious role in the Real Estate sector? We are looking for an Investment Associate to join our Retirement Fund as we expand our portfolio.**

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**:
Our mission is to create exceptional healthcare facilities you’d choose for your loved ones.

The Retirement Fund will be the majority equity in c 15 major retirement community developments structed in individual SPV’s with a typical GDV of C£50-60m with an exit on completion of sales and freehold.

We are recruiting for a new Investment Associate who will play a key role in the team’s transactions and ongoing deal management, with a key focus on modelling and structuring potential investment.

**Key responsibilities**
- Lead complex real estate transaction and fund-level modelling, including post-deal oversight of investment models and returns.
- Contribute to commercial and financial due diligence and preparation of investment packs for Investment Committees.
- Contribute to the team’s deal execution process, including financial, accounting, tax and legal analysis.
- Liaising with professional consultants in the due diligence and execution of investments.
- Supporting the team’s relationship management of external developers and operators, as well as internal Octopus investment platforms.
- Working closely with the wider ReLF and ORE teams to establish best in class reporting procedures and outputs.
- Optimising structures to be tax efficient and promote exit/returns.
- Ongoing retirement sector and wider real estate market research, analysis and recommendations.

**Qualifications**:
These qualifications are preferable, if you don't believe you have all of them please don't be put off applying.
- Preferably a background of private equity, real estate investment banking, real estate corporate finance or accountancy firms
- Exposure to real estate, particularly transactional or development
- Advanced Excel modelling skills with experience on operational or development models
- Excellent quantitative, analytical and problem-solving skills
- Proficiency in research and due diligence of new deals or markets
- Adept at working in a fast paced environment
- Demonstrable ability to work independently and manage time efficiently
- Diligent work-ethic and good attention to detail
- Team player with a resourceful attitude
- Excellent verbal and written communication skills

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.