Company Description
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 bias. Click here to explore Life at Octopus.
Job Description
What's in it for you?
The Client Group is looking for a Sales Analyst to help drive Octopus Capital’s growth. The role will primarily support the Sales Directors and Associate Directors to execute upon the sales team’s growth strategy - building deep relationships with potential and existing clients, managing a rigorous and systematic sales process supported by robust data, and identifying opportunities to continuously improve our processes. Your relationships with internal stakeholders will be paramount and, in time, you’ll also have the opportunity to start building your own investor contacts. You will be involved in many operational aspects of the sales and marketing process, liaising closely with individuals across the wider platform including the marketing, client collateral and compliance teams.
We are looking for someone who sees their future career in a client-first, asset management environment. On joining the team you'll receive training, support and direction that help you to grow your knowledge and understanding of the asset management and investment industry to expand.
The team
The Client Group sits centrally within Octopus Capital and works closely with each of the platform’s investment teams: Real Estate, Private Debt, Strategic Equity and Infrastructure. We currently have a diverse team of c. 20 people across sales, marketing, and investor relations. The team is responsible for building new and supporting existing institutional client relationships. These relationships will be critical to supporting the Octopus mission to invest in the people, the ideas and the industries that will change the world.
What will you be doing?
- Working with the Sales Directors and Associate Directors to build and deliver the sales strategy
- Database management; data entry, maintenance and analysis
- Presentation of investor feedback to investment teams to support product design and improvement
- Project management of sales funnels and outreach strategy
- Sector research, market mapping and lead qualification
- Supporting the preparation of materials for investor engagements and pitches
- Point of contact on marketing projects, collaborating with the marketing team on campaigns and events
- Industry research and competitor analysis, keeping on top of industry trends and news
- Point of contact with internal teams (e.g. legal and compliance), including project management of operational areas (e.g. client categorisation)
- Be a brand ambassador for Octopus Capital and its products
Qualifications
Qualifications
- Demonstrated experience in handling large sets of data
- Experience in working to tight deadlines and prioritising effectively
- Experience in a client service, sales support or RFP role is nice to have
- A university degree is valued but not essential
Additional Information
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. 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 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'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. 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.
Top Skills
What We Do
Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £13.4* billion they have entrusted to us into the areas where we believe we can have the greatest impact. More than 85% of the money we manage is invested in line with one or more of our three investment themes: empowering people, revitalising healthcare and building a sustainable planet.
Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments and listed UK small and medium-sized company funds.
We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital.
Octopus Real Estate and Octopus Ventures are part of Octopus Investments.
* Octopus as at 31 June 2024
Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.
Octopus Investments Ltd is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No.03942880.