Investment Analyst

Bupa; City Of London; On-site; GBP 38,000 - 50,000; Full time

Job summary

A leading health insurer in London seeks an Investment Analyst to support financial strategy and investment oversight. The role involves producing reports, conducting analysis, and collaborating with teams to optimize investment performance. Ideal candidates have accountancy qualifications and strong communication skills. This position offers a competitive salary and attractive benefits including health insurance and a pension plan.

Benefits

25 days holiday, increasing through length of service

Bupa health insurance

Enhanced pension plan

Onsite gyms or local discounts

Various online discounts

Qualifications

• Solid understanding of fixed income and cash instruments.
• Experience producing financial reports and investment forecasts.
• Familiarity with IFRS or local GAAP is a plus.

Responsibilities

• Producing and presenting monthly flash reports on investment income.
• Building and maintaining investment forecasts with variance analysis.
• Conducting stress testing and scenario analysis.

Skills

Solid understanding of fixed income and cash instruments

Experience producing financial reports

Excellent communication skills

Strong judgement and attention to detail

Ability to work independently

Proactive attitude to improving processes

Education

Fully qualified or working towards an accountancy qualification

Tools

Financial forecasting software

Job description

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

• 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: [e-mail].

Job Details

Time Type: Full time

Job Area: Finance & Accounting

Locations: Angel Court, London