Closed or Expired Job Posting This job posting is closed or has expired and is no longer open for applications.
Upload
Job Description
Assist the investment team in the day-to-day activities of monitoring market/economic updates as well as assisting in performing investment due diligence, reporting and monitoring investments
Market & Portfolio Research
- Keep track of portfolio holdings price movements
- Gather and analyze key market/economic data from Bloomberg
- Assist team in preparing bi-weekly portfolio commentary
- Assist in ad-hoc team research tasks
Investment Due Diligence
- Extract analytics from Bloomberg on Sukuks
- Analyze historical track record
- Conduct peer analysis
- Financial modelling & scenario stress testing
- Assist the investment team in preparing investment recommendations across different asset classes.
Portfolio Monitoring & Reporting
- Keep track of price movements in portfolio holdings
- Keep track of key development with investment counterparties
- Attend quarterly calls/webcast updates
- Prepare quarterly/ semi annual performance updates on key portfolio holdings
- Support team in updating monthly investment report and Investment Committee materials
Transaction Execution
- Ensure necessary documentation in place
- Communication with external/internal counterparties
- Assist the team to enter the trades/transaction in the system while ensuring all documentation is prepared.
Skills
- Basic knowledge in financial instruments and capital markets
- Ability to read financial statements and interpret financial ratios
- Basic knowledge in financial statements
- Good understanding and application in Excel and PowerPoint
- Strong communication skills
- Fluency in English (verbal and written)
Job Details
Preferred Candidate
Bupa Arabia
Bupa Arabia is a healthcare insurance company based in the Kingdom of Saudi Arabia. We are an associate business of Bupa Group, which is a global healthcare company with an international reach that extends across multiple business operations, practices, and resources.
Founded in October 1997, Bupa Arabia was initially established through a partnership between Bupa Global International and Nazer Group, with the key focus to provide health insurance services with high quality and competitive prices, while ensuring a distinctive experience for customers. Bupa Arabia has since evolved into a fully Saudi-owned and operated company. Our transformation from a joint venture into a publicly traded company on the Saudi Stock Exchange occurred in 2008, as we made 40% of our shares available to the public during our Initial Public Offering (IPO).
As a subsidiary of the global Bupa Group, we draw upon international expertise while maintaining a profound understanding of local healthcare requirements and regulations. This allows us to offer comprehensive healthcare insurance solutions tailored to the unique needs of the Saudi Arabian market.
Bupa Arabia prides itself on its commitment to the wellbeing and development of its employees, providing them with the same standard of care, support, and professionalism that it expects to be delivered to its customers.
Our core values shape every aspect of our work and culture:
Commit – Own it with accountability and urgency.
Collaborate – Win together through cross-functional synergy.
Care – Put people first, both employees and customers.
