What’s in it for you?
Being a part of the Valuations team at Octopus provides the opportunity to be exposed to a huge variety of sectors, funds and stakeholders from across our business. From the get-go you will be learning lots as you collaborate with teams from across our multi-dimensional business.
Longer term this role offers the opportunity to take on more high-profile tasks and play a bigger part in valuation committees, ultimately setting you up for development opportunities as seen with previous role holders.
The team:
The Valuations team plays a critical role in reviewing and approving valuations from across our business units and fund structures, ensuring our Valuations Committee runs effectively and competently. The team sits within the wider Risk & Compliance function of around 40 who are a very visible and central business unit that operates more commercially and collaboratively than in many other regulated organisations.
What will you be doing?
Reporting to the Head of Valuations, you’ll be working closely together to support in the day-to-day execution and ongoing enhancement of all valuations workstreams - including regular quarterly and bi-annual valuations engagements; quarterly Valuations Consistency Group proposals, quarterly bad and doubtful debt (B&DD) reviews; and ad hoc analysis as required.
Lead the project management for the Valuation Committee for all funds/products including timeline planning, arranging suitable times for Valuation Committee meetings with members, room bookings and engaging with sector teams and key Valuation stakeholders to ensure successful delivery of high-quality papers to the Valuation Committee. Additionally, attending Valuation Committee meetings as observer and minute taker, with the intention to progress to a voting member as part of your career development.
Prepare the macroeconomic assumptions pack quarterly for consistent use across the business for each valuation cycle, as well undertaking ad-hoc market, sector or company research.
Perform ‘peer reviews’ of valuation papers from the sector teams prior to submission to the Valuation Committee where the papers are reviewed and assumptions challenged, as well as performing quarterly valuations for some legacy funds.
Ideally, you’ll have:
✅ ACA / ACCA qualified or CFA charter holder with 0-2 years post-qualification experience (we will welcome applications from those qualifying imminently)
✅ A good working knowledge of Valuation techniques, gained through working in Valuations, other Deal Advisory roles or Fund Audit
✅ An understanding of International Private Equity and Venture Capital Valuation Guidelines
✅ Excellent interpersonal skills in building engaging relationships at all levels across the business, challenging senior stakeholders when needed.
✅ A track record of excellent attention to detail
We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?
This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that.
What we offer
💰 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 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.
