Investment Analyst, Bupa

Invest in Your Career: An Exciting Opportunity for an Investment Analyst at Bupa

This role presents a compelling opportunity for an ambitious Investment Analyst to join a purpose-driven organization dedicated to improving lives. Bupa's unique model, with no shareholders and a commitment to reinvesting profits into healthcare, offers a distinct advantage for professionals seeking to contribute to a meaningful mission. Located in the heart of London's financial district, this full-time, permanent position offers a competitive salary and a comprehensive benefits package.

Key Advantages for Candidates:

• Meaningful Impact: Contribute directly to Bupa's global financial strategy and investment oversight, playing a vital role in enabling people to live longer, healthier, happier lives.
• Global Reach & Exposure: Work with a large, international organization with millions of customers, providing exposure to diverse markets and investment strategies.
• Career Development: The role offers significant opportunities for learning and growth, particularly for those actively pursuing or holding accounting qualifications. Experience in financial markets and insurance is a desirable pathway for specialization.
• Collaborative Environment: Be part of a team that values insight, innovation, and impact, fostering a supportive and dynamic work culture.
• Comprehensive Benefits: Beyond a competitive salary, Bupa offers a robust benefits package including excellent health insurance, a strong pension plan, life insurance, and a holistic wellbeing program (Viva) covering mental, physical, financial, social, and environmental aspects. Flexible working options and family-friendly benefits are also a highlight.
• Financial Acumen Development: The role provides hands-on experience in producing financial reports, building forecasts, analyzing investment performance across various asset classes, and understanding regulatory environments, all crucial for career advancement in finance.

Key Considerations for Candidates:

• Essential Qualifications: A solid understanding of fixed income and cash instruments, along with being fully qualified or actively working towards an accountancy qualification, is essential. Candidates are strongly encouraged to highlight their qualification status in their application.
• Analytical Skills: The position requires strong analytical capabilities, including experience with financial reporting, investment forecasting, variance analysis, risk assessment, and stress testing.
• Regulatory Awareness: Familiarity with IFRS or local GAAP and an understanding of how investment returns impact financial statements are crucial. Experience with investment risk, capital modelling, and Solvency II is highly beneficial.
• Proactive Mindset: Bupa seeks individuals who are proactive in improving processes and controls, demonstrating a commitment to continuous enhancement within the investment function.
• Teamwork and Independence: The role requires the ability to work effectively both independently and as part of a collaborative team, coupled with excellent communication and professional skills.
• Industry Experience: While not strictly mandatory, prior experience in financial markets and the insurance sector is considered desirable and will likely strengthen an application.

This Investment Analyst position at Bupa is more than just a job; it's an opportunity to align your financial expertise with a noble cause. If you are a detail-oriented, analytical, and collaborative professional looking to make a tangible difference in the world of healthcare, this role offers a rewarding path for your career progression.