The opportunity:

Be at the heart of our mission to become the world's most customer centric Healthcare company! 

The Senior Investment Manager oversees a substantial portfolio of $4 billion for Bupa APAC’s insurance businesses to maximise returns whilst balancing risk. This pivotal role requires a proven track record in investment management, a deep understanding of financial markets, and the ability to strategically allocate assets to achieve optimal returns while adhering to risk management guidelines. 

Working closely with the Group investment teams, investment managers, outsourcing providers, and consultants, the Senior Investment Manager contributes to guiding investment decisions, plays a critical role in ensuring the growth and stability of our investment portfolio, contributing to the company's overall financial success. The Senior Investment Manager will drive Bupa’s ambition of becoming a net zero (carbon) business by 2040 as well as demonstrate leadership in sustainability by investing.

How will I help?

• Evaluate and refine investment strategies that align with each business unit’s financial objectives and risk tolerances, which are predominantly within the fixed income asset class spectrum in conjunction with an outsourced investment manager
• Monitor and assess financial markets, economic trends, and investment opportunities to make informed investment decisions
• Utilise financial models and analytics to optimise portfolio performance while managing risks effectively
• Implement robust risk management practices to protect the portfolio from potential market downturns or adverse events
• Conduct stress testing and scenario analyses to assess portfolio resilience under various market conditions
• Ensure compliance with internal risk management policies and regulatory requirements
• Prepare insightful reports for senior management and Boards, detailing portfolio performance, risk exposures, and investment outlooks supporting recommendations in relation to retention or divestment
• Oversee and manage the performance of an outsourced investment manager
• Perform due diligence on investment managers and external funds to assess their capabilities and track records
• Continuously monitor the performance of existing investments and make informed decisions about their retention or divestment
• Manage the placement of term deposits and liquidity funds
• Manage the execution of FX trades
• Provide mentorship and guidance to team members fostering a culture of excellence and professional development
• Manage and foster partnerships with investment consultants, fund managers and other advisors.

Why work at Bupa?

We keep our people smiling by helping them improve their lives in and outside of the office. 

We’re a welcoming lot, no matter who you are or where you’ve come from. We welcome all talents and backgrounds and embrace our differences, so you can bring your true self to work.

We support our people to be the best version of themselves, physically and mentally. With a healthy work/life balance, leadership support, reduced private health cover, study leave, volunteering options and a commitment to promoting from within.

Our employees can access wide range of benefits: from our own products (incl. health insurance discounts) to many other products and services via our partnerships program (like Apple, Samsung, JB Hi-Fi, plus gym and spa discounts to name a few). We reward our people and celebrate their success, provide initiatives that develop careers and look after our people’s health, wellbeing, and futures.

What do I need?

• CFA qualified with a relevant finance and/or economics degree
• Advanced capabilities in investment markets, economics, mathematics and spreadsheets
• Experience managing portfolios of $1 billion or more in an insurance or asset management firm would be highly regarded
• Experience using Treasury Management Systems (such as Reval), Asset Reporting Tools (such as Aladdin), and FX trading platforms
• Demonstrated ability to navigate through changing market conditions and adapt investment strategies accordingly
• Solid understanding of risk management principles and regulatory frameworks applicable to investment management in Australia
• Excellent communication and presentation skills, with the ability to articulate complex investment concepts to diverse audiences including internal stakeholders at the board and executive level

About Bupa Asia Pacific:

Bupa is an international healthcare group which has been committed to a purpose of helping people live longer, healthier, happier lives and making a better world for more than 70 years.

Bupa Asia Pacific operates in Australia, New Zealand and Hong Kong, supporting about 6.5 million customers through a broad range of health and care services including health insurance, aged care, dental, medical, optical and hearing services. Employing more than 20,000 people in the region, we believe that we can make a real difference to the lives of customers through our values, purpose and the way that we deliver personalised care.

At Bupa, we are striving to create and sustain a safe and inclusive workplace. We welcome applicants from all cultural backgrounds, genders, and abilities. If you require any adjustments to participate in our recruitment process, please let us know at the time of your application.