Investment Manager

Bupa; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A healthcare solutions provider in London is seeking an Investment Manager to support the Group Treasury function and manage substantial financial investments. The role involves oversight of investment portfolios, supporting sustainable investing strategies, and engaging with various stakeholders. Candidates must have investment-related qualifications, strong technical knowledge, and experience in financial markets. This position offers a competitive salary and various benefits, ensuring a dynamic work environment focused on impactful investment opportunities.

Benefits

25 days holiday + bank holidays, with option to buy or sell

Fixed-term benefits allowance

Enhanced pension plan and life insurance

Annual performance-based bonus up to 25%

Car allowance

Onsite gyms or local discounts

Qualifications

• Investment-related professional qualifications (IMC, CFA, FIA).
• Strong technical knowledge in financial markets.
• Keen interest in economics and geopolitics.
• Good judgement in identifying investment risks.

Responsibilities

• Support oversight of the Group's investment portfolio.
• Review risk appetites and thresholds.
• Deliver quarterly macroeconomic data and reporting.
• Assist in implementing sustainable investing strategy.

Skills

Strong technical knowledge

Experience operating in financial markets

Interest in economics and geopolitics

Understanding of financial instruments

Good judgement and understanding of risks

Relationship-building skills

Process improvement skills

Education

Investment-related professional qualifications (IMC, CFA, FIA)

Job description

Investment Manager

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.

Responsibilities

• Support oversight of the Group's investment portfolio, including ownership of external manager relationships and engagements.


• Review and 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.


• Support insurance entities with SAA developments, strategy reviews, due diligence of new investments and ongoing advisory support.


• Deliver quarterly MI – macroeconomic data, investment performance reporting and analytics, including input on various governance committee papers.


• Responsible Investment:
  
  
  • Support in driving & implementing Bupa's sustainable investing strategy.
  
  
  • Support engagement with SBTi on setting a new interim target for Bupa.
  
  
  • Support the development of new climate targets for each Market Unit, which would include ownership of engagement & education.
  
  
  • Production of quarterly climate-related portfolio metrics for the Group (e.g. WACI, Temperature Alignment, Financed Emissions, etc.).
  
  
  • Ongoing research & horizon scanning, including regulatory developments across the sustainable investing landscape.
  
  


• Assist the Senior Investment Manager and Head of Asset Management with ad‑hoc projects and activities.

Qualifications

• Investment‑related professional qualifications (IMC, CFA, FIA, etc.)


• Strong technical knowledge and ability to find relevant information and solutions.


• Experience operating in financial markets.


• Keen interest in and understanding of economics and geopolitics.


• Understanding of financial instruments in the cash and fixed‑income markets.


• Good judgement and understanding of investment risks and objectives.


• Ability to work autonomously and collaboratively, managing your own workload and contributing to team success.


• Strong relationship‑building skills across teams and external partners.


• Ability to identify and act on opportunities for process improvement.


• Insurance background desirable.

Additional Information & Diversity & Inclusion

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. We encourage all of our people to 'Be you at Bupa', champion diversity and we understand the importance of our people representing the communities and customers we serve. We especially encourage applications from people with diverse backgrounds and experiences. Bupa is a Level 2 Disability Confident Employer and offers reasonable adjustments as part of our recruitment process.

Benefits

• 25 days holiday + bank holidays, with option to buy or sell


• Fixed‑term benefits allowance


• Enhanced pension plan and life insurance


• Annual performance‑based bonus up to 25%


• Car allowance


• Onsite gyms or local discounts where no onsite gym available


• Various other benefits and online discount