Investment Manager

Bupa; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A health insurance provider in London seeks an experienced Investment Manager for a 12-month FTC. You will oversee a significant investment portfolio, support sustainable investing initiatives, and report on financial performance. Candidates should possess investment qualifications and a solid knowledge of financial markets. This role offers competitive salary, a range of benefits, and a hybrid working model. Join us in our mission to make health happen.

Benefits

25 days holiday plus bank holidays

Enhanced pension plan

Annual performance-based bonus

Car allowance

Onsite gyms or local discounts

Various other benefits

Qualifications

• Investment-related professional qualifications preferred.
• Strong technical knowledge and ability.
• Experience of operating in financial markets.
• Keen interest in economics and geopolitics.
• Good judgement and understanding of investment risks.

Responsibilities

• Manage the Group’s investment portfolio and relationships.
• Review and support recalibration of risk appetites.
• Deliver quarterly macroeconomic and investment performance reporting.
• Support implementation of sustainable investing strategy.
• Research and scan developments in sustainable investing.

Skills

Investment-related professional qualifications

Strong technical knowledge

Experience in financial markets

Interest in economics and geopolitics

Understanding of financial instruments

Good judgement on investment risks

Autonomous and collaborative working

Strong relationship-building skills

Identifying process improvement opportunities

Insurance background

Education

Investment Management Certificate (IMC) or CFA or FIA

Job description

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

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

• Support oversight of the Group’s investment portfolio, including ownership of external manager relationships and engagements.
• 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.
• Support insurance entities with SAA developments, strategy reviews, due diligence of new investments and ongoing advisory support.
• Delivering quarterly MI – macroeconomic data, investment performance reporting & 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. WeightedAverage Carbon Intensity (WACI), Temperature Alignment, Financed Emissions etc.
• Ongoing research & horizon scanning, including regulatory developments across the sustainable investing landscape.
• Assisting the Senior Investment Manager and Head of Asset Management with ad-hoc projects and activities.

What you'll bring

• Investment-related professional qualifications preferred (IMC, CFA, FIA etc.)
• Strong technical knowledge and ability, combined with an ability to find relevant information and solutions.
• Experience of operating in financial markets.
• Keen interest in and understanding 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.

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:

• 25 days holiday + bank holidays, with option to buy or sell
• Fixed-term benefits allowance
• An enhanced pension plan and life insurance
• Annual performance-based bonus of up to 25%
• Car allowance
• Onsite gyms or local discounts where no onsite gym available
• 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.

We encourage all of our people to “Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.

If you require information regarding this role in an alternative format, please email: [e-mail]

End Date: December 17, 2025

For further information, and to apply, please visit our website via the “Apply” button below.