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.
