octoenergy - Data Analyst - Capital Markets
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Requirements
• 5 - 10 years of experience in data/ reporting in financial services (ideally within automotive, leasing, or a similar asset class) • Extensive experience working with complex and challenging data sets • Financial literacy (ideally familiarity with securitisation facilities) • A demonstrated ability to own and deliver reporting projects • Advanced proficiency in Excel/Sheets and a solid command of SQL • Strong analytical and problem-solving skills, with a meticulous approach to accuracy and control • Excellent written and verbal communication skills • Ability to manage and prioritise across different workstreams and tight deadlines
Responsibilities
• Responsible for overseeing all external institutional investor reports, including month-end reports, facility utilisation requests, and weekly origination reports • Work with a variety of different data sources and navigate large complex data sets which underpin the investor reports • Act as the lead problem-solver for reporting discrepancies, with the ability to perform deep-dive reconciliations between granular loan-level datatapes and facility summary reports to identify and resolve root causes within complex datasets • Work alongside the Capital Markets deal team to understand the transaction documentation, internal processes and securitisation terminology • Work closely with the Data, Product and Operations teams to improve our processes, enhance data quality and enable efficient management of our funding lines • Responsible for managing and overseeing investor cash sweeps, along with reconciling bank data • Monitor transaction covenants and performance triggers to ensure compliance with contractual obligations • Responsible for managing investor audit requests, including pulling together materials for external audits and responding to auditor’s queries • Collaborate with the Capital Markets, Product and Datateams to design reporting requirements for new products/ new funders • Manage and mentor junior team members, ensuring high performance and accuracy across all deliverables • Help promote the culture of a “data-driven mindset” across the business
Benefits
• We are a market-leading, mission-driven organisation focused on accelerating the transition to a net-zero economy through innovative financing solutions. As we enter a significant period of growth, we are scaling our Capital Markets Operations team to support our increasingly sophisticated funding reporting requirements. • We are looking for a Capital Markets Data Analyst to lead the production of our institutional investor reporting requirements. This is a senior role within the Finance team, responsible for managing Capital Markets Operations and ensuring the integrity of our funding lines. • You will be the primary lead for all institutional investor reporting and will work cross-functionally with Tech, Data, and Operations to solve complex data challenges. We are looking for an individual with a proven ability to deliver and the desire to help improve this growing area of the business as we look to continue to expand our different funding lines. We’re a growing business and value those with intellectual integrity, along with the ability to operate in a fast-paced environment. • 🎉 Octopus Energy Group is a unique culture. An organisation where people learn, decide, and build quicker. Where people work with autonomy, alongside a wide range of amazing co-owners, on projects that break new ground. We want your hard work to be rewarded with perks you actually care about! 🎁 Visit our perks hub - Octopus Employee Benefits • 🏆 Octopus Electric Vehicles, part of the Octopus Energy Group, won the Sunday Times best company to work for in 2024. We were named 6th out of the top 100 start-ups to work for by Tempo in 2025 and on Glassdoor we were voted 50 best places to work in 2022. Our Group CEO, Greg has recorded a podcast about our culture and how we empower our people. We’ve also been placed in the top 10 companies for senior leadership • P.s. 🐶 just to let you know, we are dog friendly company so you may see our 4 legged friends in the offices - feel free to bring yours! Rest assured though, we've taken lots of precautions for those who have allergies
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