Job Description:
Investment Manager (12-month FTC)
Angel Court, London
Competitive salary + fantastic benefits, including car allowance and up to 25% bonus
Hybrid working – 1-2 days per week in the office
Fixed-term
Full time - 35 hours per week
We make health happen
At Bupa, our purpose is simple: we help people live longer, healthier, happier lives – and make a better world. With no shareholders, our customers are at the heart of everything we do. We invest in what matters most: our people, our technology, and our purpose.
As an Investment Manager, you’ll play a key role in supporting our Group Treasury function. You’ll be part of a team that manages over £7bn in cash and financial investments, directly influencing our ability to invest in sustainable healthcare solutions and drive our ambitious Net Zero targets for 2040. You will manage Group-level initiatives and reporting as well as supporting and challenging the Market Units on their investment activity, governance and performance.
The investment function has oversight of the investment portfolio, gives advisory support to business units and manages a substantial amount of assets on behalf of certain insurance entities. As such we have a high level of exposure to senior stakeholders, both internally at board level and externally with regulators and rating agencies.
How you’ll help us make health happen:
Investment & Risk Management:
1. Support oversight of the Group’s investment portfolio, including ownership of external manager relationships and engagements.
2. Review & support on recalibration of risk appetites and thresholds (investment risk, interest rate risk, credit, FX & liquidity), including periodic monitoring and reporting to various governance committees.
3. Support insurance entities with SAA developments, strategy reviews, due diligence of new investments and ongoing advisory support.
4. Delivering quarterly MI – macroeconomic data, investment performance reporting &
analytics, including input on various governance committee papers.
Responsible Investment:
5. Support in driving & implementing Bupa’s sustainable investing strategy.
6. Support engagement with SBTi on setting a new interim target for Bupa.
7. Support the development of new climate targets for each Market Unit, which would include ownership of engagement & education.
8. Production of quarterly climate-related portfolio metrics for the Group e.g. Weighted
Average Carbon Intensity (WACI), Temperature Alignment, Financed Emissions etc.
9. Ongoing research & horizon scanning, including regulatory developments across the sustainable investing landscape.
10. Assisting the Senior Investment Manager and Head of Asset Management with ad-hoc projects and activities.
What you'll bring:
11. Investment-related professional qualifications preferred (IMC, CFA, FIA etc.)
12. Strong technical knowledge and ability, combined with an ability to find relevant information and solutions.
13. Experience of operating in financial markets.
14. Keen interest in and understanding economics and geopolitics.
15. Understanding of financial instruments in the cash and fixed income markets.
16. Good judgement and understanding of investment risks and objectives.
17. Ability to work autonomously and collaboratively, managing your own workload and contributing to team success.
18. Strong relationship-building skills across teams and external partners.
19. Ability to identify and act on opportunities for process improvement.
20. Insurance background desirable.
Benefits
Our benefits are driven by what matters to our people. It’s important to us that these benefits support a work-life balance that keeps people healthy, both mentally and physically. You will be eligible for:
21. 25 days holiday + bank holidays, with option to buy or sell
22. Fixed-term benefits allowance
23. An enhanced pension plan and life insurance
24. Annual performance-based bonus of up to 25%
25. Car allowance
26. Onsite gyms or local discounts where no onsite gym available
27. Various other benefits and online discount
Why Bupa?
We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.