In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Company Description Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world.
We believe that the companies serving two of our most important needs - our financial wellbeing and our planet's future - are failing. And we want that to change. We want everything we do, whether that's in financial services or energy supply, to have a positive impact on the people it touches.
In our financial services business, we care as much about the impact our investments have, as we do about the returns that we generate for our investors. We manage more than £9.1 billion* on behalf of retail and institutional investors, specialising in renewable energy, real estate, smaller company and venture capital investing.
Our energy supply business - Octopus Energy, is one of the fastest growing companies in the UK. It has grown from start-up to more than 1.7 million customers over the last four years and is now the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Octopus Energy, Octopus Giving, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Seccl Technology and Octopus Wealth are all part of Octopus Group. Visit octopusgroup.com.
Job Description Role Purpose:
Support the growth of the business and the development of fund ranges (establish new funds, restructure existing funds and close funds) whilst protecting its integrity and meeting all regulatory requirements.
Sits within the Fund Operations Team, reporting to the Director of Fund Operations
Team is expanding in line with ambitious fund raise targets, significant FUM, and a rapidly evolving regulatory landscape
The candidate will work with real estate, property, ventures, alternative investment, renewables, AIM teams (broadly institutional investors)
Very broad range of stakeholders to interact with: fund managers, operations, second line of defence teams, financial accountants.
Product governance is a core accountability of the team and this is a critical position given the importance of launching and managing funds in a robust and compliant fashion.
Product Governance Management:
Support the Director of Fund Operations in taking a strategic and commercial approach to the design and execution of products and product governance framework.
The main of point of contact and responsible for day-to-day execution and ongoing enhancement of product governance processes at fund initiation, launch, annual review, and changes to existing products.
Own governance of all Committee meetings ensuring efficient agenda, papers, minutes, and ToR management.
Provide assurance on the quality of all product governance submissions, working with the business to enhance prior to Committee consideration. This will include review of all annual submissions for completeness and escalation of arising issues.
Seek and deliver opportunities to continuously improve the framework to reflect business and regulatory requirements.
Actively contribute to strategic targets and fund launch ambitions by providing ongoing product governance advice to the investment business at all stages of the product lifecycle.
Deliver ongoing product governance training, ensuring good practice is embedded within the product development and management processes and applied through the entire product lifecycle.
Support the fund registration and listing process, including maintenance of central registers.
Experience of working in fast-paced asset management business and managing small projects
Excellent technical knowledge of legal fund structures (including Luxembourg and UK investment vehicles) and regulation across jurisdictions.
Good understanding of prog gov requirements
Brilliant communicator, comfortable working with stakeholders at all levels and able to make the complex simple
Demonstrable skill and experience of being able to see both commercial and compliance aspects of product proposals.
Additional Information Our Values and DNA
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. And while these are the principles that guide us as an organisation, our DNA goes even further, by revealing our inner strength:
We are loyal: we fully buy-in to the company's vision and believe in everything that Octopus stands for. We are respectful: we live and breathe the Octopus values of being helpful, straightforward and bold. We are resilient: we have an inner strength that means we never give in We are intellectually curious: we seek to understand how the world works and we're always learning, adapting and improving We understand who our customers are: and because we know them really well, we always give them our very best.
What we offer
Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. This means we welcome discussions around flexible working hours. We also understand the value of diversity, and we have a team dedicated to promoting gender, ethnic, socio-economic, LGBT and disability equality, to make sure we back up our words with actions. All Octopus employees are given the opportunity to develop new skills, aim higher and accelerate their careers.