Commercial and Development Investment Manager at Octopus | GB | Rezi

Commercial and Development Investment Manager at Octopus

Commercial and Development Investment Manager

Octopus · GB

1 weeks ago

Commercial and Development Investment Manager

Octopus · GB

13 days ago
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About the Role

We are seeking an ambitious, commercially minded Investment Manager to originate, structure, and execute debt opportunities across the UK. This senior, front-line role involves generating new business, converting opportunities, and meeting lending targets, with a strong client-facing and relationship-driven focus.

Responsibilities

  • Achieve and exceed agreed lending, origination, and deployment targets.
  • Independently source and originate new lending opportunities through an established network.
  • Act as a senior focal point for key relationships, building trusted long-term relationships and generating repeat business.
  • Develop and maintain a high-quality introducer panel.
  • Spend significant time in the market meeting brokers, borrowers, and professionals, and represent Octopus at industry events.
  • Take ownership of progressing new enquiries and converting viable opportunities into completed transactions.
  • Source new lending opportunities across commercial real estate, development finance, and living sectors.
  • Monitor competitor activity, pricing, market liquidity, borrower requirements, and broker feedback.
  • Share market intelligence internally and contribute to origination strategy, product positioning, and credit appetite.
  • Maintain clear and accurate pipeline information.
  • Work closely with the Head of Investment and wider team to prioritize opportunities and allocate resources.
  • Take the lead in assessing new opportunities, including borrower quality, asset type, location, business plan, exit strategy, leverage, planning status, pricing, and overall fit with lending appetite.
  • Structure transactions and negotiate commercial terms with borrowers and advisers.
  • Own transactions from initial enquiry through due diligence, Credit Committee approval, documentation, and completion.
  • Prepare and present high-quality investment papers, deal summaries, and recommendations for Credit Committee.
  • Work closely with Credit, Legal, Operations, Asset Management, and other internal stakeholders to resolve issues and deliver transactions efficiently.
  • Challenge assumptions and information constructively, identify downside risks early, and propose appropriate mitigants or alternative structures.
  • Remain close to transactions after completion, maintaining borrower relationships and identifying refinancing, follow-on lending, and repeat-borrower opportunities.
  • Mentor and support junior members of the investment team.
  • Support the Head of Investment in improving origination processes, pipeline discipline, team efficiency, and conversion.
  • Contribute positively to a collaborative, high-performance culture.

Requirements

  • 3+ years of relevant experience in UK real estate debt, lending, finance, or an equivalent transactional role.
  • Demonstrable track record of originating and executing real estate debt transactions.
  • Strong and active network across brokers, borrowers, advisers, and other market participants.
  • Strong understanding of commercial real estate lending, development finance, and the living sectors.
  • Ability to assess opportunities quickly, form a clear commercial view, and identify appropriate lending structures and risk mitigants.
  • Experience negotiating terms and managing transactions through due diligence, Credit Committee, and legal documentation to completion.
  • Good financial analysis skills, with familiarity with financial models, development appraisals, cash flows, valuations, and credit papers.
  • Entrepreneurial, proactive, and results-oriented.
  • Commercially minded.
  • Confident and credible communicator with strong influencing and negotiation skills.
  • Highly organised and disciplined, with the judgement to prioritise effectively.
  • Committed to delivering an excellent service.
  • Straightforward, helpful, and bold in approach, with good judgement and a collaborative mindset.

Skills

  • Origination
  • Sales
  • Relationship management
  • Market intelligence
  • Deal assessment
  • Transaction execution
  • Financial analysis
  • Negotiation
  • Communication

Location

  • UK

Work Type

  • Flexible working
  • Full-time

Experience Level

  • 3+ years

Education Level

  • Degree educated or equivalent professional experience preferred
  • RICS, CFA, CAIA or other relevant professional qualification would be an advantage

Salary/Compensations

  • Competitive base salary with performance-related bonus

Benefits

  • Pension
  • Share incentive plan
  • Take what you need holiday
  • Flexible working
  • Wellness support (Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout)
  • Enhanced family leave policies
  • Life insurance
  • Critical illness cover
  • Income protection
  • Private medical insurance for you and your family
  • Electric vehicle leasing
  • Option to work overseas up to a month per year

About the Company

  • 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 are an accredited B Corp.
  • We have changed our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

Equal Opportunity

  • 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.