Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Investment Manager driving commercial initiatives across fund platforms for renewable energy. Leading financing processes and optimizing asset value creation with a focus on sustainability.
Responsibilities
- Work directly with product heads and fund teams, helping to drive and deliver key commercial initiatives across the platforms
- Lead financings, refinancings, and exit processes end-to-end, managing timelines, stakeholders, and deliverables
- Identify, analyse, and execute value creation opportunities across the portfolio, including commercial, operational, and financing-led optimisation initiatives
- Work cross-functionally on value creation plans, supporting asset-level and fund-level strategies to maximise returns
- Act as the primary interface with external advisors (financial, legal, technical), ensuring high-quality outputs and efficient process execution
- Run meetings and workstreams independently, setting agendas, coordinating inputs, and driving clear outcomes
- Support investment and portfolio decision-making through targeted analysis, financial modelling, and synthesis of complex information as necessary
- Coordinate initiatives across portfolio companies, internal stakeholders, and third parties
- Operate as a trusted strategic and commercial lead, helping prioritise, structure, and execute on a wide range of strategic initiatives
Requirements
- Transaction experience in the Renewables / Infrastructure / Energy sector from working at a fund manager, investment bank, project finance lender, industrial or in transactions advisory.
- Strong analytical skills and proficiency in financial modelling using Excel.
- An understanding of financial valuation theories coupled with core accounting and tax skills and an ability to read financial statements confidently.
- Commercial mindset, able to own investment decision making and understand the impact on potential investments.
- An ability to understand risks, reach a balanced appraisal of probability and impact, and build workable risk mitigation strategies.
- Project management and organisational skills.
- Evidence of managing complex workloads in a fast-paced environment.
- A self-starter attitude with tenacity, initiative and a willingness to commit to deliver the required results.
- An ability to focus on the ultimate customer (the investors who trust us with their money) in all aspects of the role.
- Ability to communicate with and influence a broad range of individuals, ranging from team members, project developers, landowners, project finance teams, lawyers, technical advisors, policymakers, the Octopus Investment Committee members and potential investors.
Benefits
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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