Finance & Accounting Investment Manager

Investment Manager

Location
Angel Court, London
Location
Full Time
Apply

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

Closing date: 17th December

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. Weighted
    Average 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: careers@bupa.com

Time Type:

Full time

Job Area:

Finance & Accounting

Locations:

Angel Court, London

Investment Manager

Location
Angel Court, London
Location
Full Time
Apply
DJD Purpose.jpg

Our
purpose

Bupa’s purpose is helping people live longer, healthier, happier lives and making a better world. We do this by providing a broad range of healthcare services, support and advice to people throughout their lives. People are at the heart of everything we do. Together, we make health happen.

Our
values

Every company needs an ethos, and we're no different. Through good days and challeging times, we always work with our values in mind. These are: Brave - Make new possibilities happen. Caring - Act with empathy and respect. Responsible - Own your decisions and actions.

We don't have shareholders at Bupa, which means we're free to invest our profits where they matter: our patients, our facilities, our research, and you. 

As a healthcare provider, we have a duty to do the right thing. By our customers, our people and our partners. The Bupa Code holds us to this duty. It's our promise to protect, care for, and build trust with everyone who relies on us.

DJD Values.jpg
DJD Inclusion.jpg

Free to be
you

Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve. 

You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose – helping people live longer, healthier, happier lives and making a better world.Free
to be you.

Back in September 2018, we made a pledge. That we'd do whatever we could to make Bupa a diverse, kind and inclusive place to work.

Everyone deserves a positive working environment. Everyone deserves to have their voice heard. Everyone deserves freedom from bullying, harassment and discrimination.

Taking the first steps:
Life as a Placement Student

Rhitik joined our Actuarial team for his placement year in 2020 and will be returning in 2022 as part of our Graduate programme. We caught up with him at the end of his Placement year to find out how he got on, and why he chose to stay with Bupa once he’s completed his studies.

Read more
Rhitik Raja.jpg

Investment Manager

Location
Angel Court, London
Location
Full Time
Apply