Job Description:
Investment Analyst
Angel Court, London (EC2R 7HJ)
Full time, 37.5 hours per week
Permanent
Salary £38,000 to £50,000 DOE + fantastic Bupa benefits
Advert closes Friday 28th November 2025
We make health happen
At Bupa, we’re driven by one purpose – helping people live longer, healthier, happier lives and making a better world. As an Investment Analyst, you’ll play a key role in supporting our financial strategy and investment oversight across our global operations.
We’re a company with no shareholders, which means we reinvest our profits to improve healthcare for our customers. With over 87,000 employees and 50 million customers worldwide, we’re proud to be a global leader in health insurance and care provision.
This role offers a unique opportunity to work at the heart of our investment function, supporting financial performance, regulatory compliance, and strategic planning. You’ll be part of a collaborative team that values insight, innovation, and impact.
How you’ll help us make health happen
As an Investment Analyst, you’ll help shape the financial future of Bupa by:
1. Producing and presenting monthly flash reports on investment income and key financial metrics
2. Building and maintaining monthly investment forecasts with variance analysis
3. Supporting the annual planning cycle for investment portfolios
4. Analysing investment performance across asset classes
5. Preparing risk analyses and reports for investment and risk committees
6. Conducting stress testing and scenario analysis
7. Researching financial market developments and their impact on BGIUK entities
8. Maintaining strong relationships with internal teams and external asset managers
9. Monitoring regulatory environments and ensuring capital adequacy
10. Drafting and updating local investment policies
11. Attending investment committee meetings and supporting with materials
12. Assisting senior leaders with ad-hoc projects and strategic initiatives
Key Skills/Qualifications needed for this role
We’re looking for someone who brings both technical expertise and a collaborative mindset. Ideally, you’ll have:
13. Solid understanding of fixed income and cash instruments
14. Fully qualified or working towards an accountancy qualification is essential. Please specify on your application.
15. Experience producing financial reports and investment forecasts
16. Familiarity with IFRS or local GAAP and how investment returns impact financial statements
17. Exposure to investment risk, capital modelling, and Solvency II
18. Experience in financial markets and insurance (desirable)
19. Strong judgement and attention to detail
20. Ability to work independently and as part of a team
21. Excellent communication skills and a professional approach
22. A proactive attitude to improving processes and controls
Benefits
Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.
Joining Bupa in this role you will receive the following benefits and more:
23. 25 days holiday, increasing through length of service, with option to buy or sell
24. Bupa health insurance as a benefit in kind
25. An enhanced pension plan and life insurance
26. Onsite gyms or local discounts where no onsite gym available
27. Various other benefits and online discounts
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.