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:
Producing and presenting monthly flash reports on investment income and key financial metrics
Building and maintaining monthly investment forecasts with variance analysis
Supporting the annual planning cycle for investment portfolios
Analysing investment performance across asset classes
Preparing risk analyses and reports for investment and risk committees
Conducting stress testing and scenario analysis
Researching financial market developments and their impact on BGIUK entities
Maintaining strong relationships with internal teams and external asset managers
Monitoring regulatory environments and ensuring capital adequacy
Drafting and updating local investment policies
Attending investment committee meetings and supporting with materials
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:
Solid understanding of fixed income and cash instruments
Fully qualified or working towards an accountancy qualification is essential. Please specify on your application.
Experience producing financial reports and investment forecasts
Familiarity with IFRS or local GAAP and how investment returns impact financial statements
Exposure to investment risk, capital modelling, and Solvency II
Experience in financial markets and insurance (desirable)
Strong judgement and attention to detail
Ability to work independently and as part of a team
Excellent communication skills and a professional approach
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:
25 days holiday, increasing through length of service, with option to buy or sell
Bupa health insurance as a benefit in kind
An enhanced pension plan and life insurance
Onsite gyms or local discounts where no onsite gym available
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.
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 timeJob Area:
Finance & AccountingLocations:
Angel Court, London
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.
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.
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.
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.
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