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• Opportunity to gain experience within our Investment Operations


• Home working options available


• A role for someone that thrives on data analysis

We are recruiting for an Investment Reporting Analyst to join the Investment team within our Finance Division on a 12-month secondment providing maternity cover.

You’ll ensure that we meet the needs of our investment committees by keeping management information up to date and fit for purpose, redesigning outputs as required and adapting to changing circumstances.

The role brings the analysis, collation and communication of investment results for a range of stakeholders to aid decision making. This will involve calculating a range of metrics and summarising their meaning for use within our Investments function and to be reported to the NFU Mutual Board and other committees.

With oversight of the operations of NFU Mutual’s fund managers, you will independently calculate the investment performance of the portfolios and their compliance with regulation and internally set constraints. You will work closely with the fund management team to share the results of your analysis and prompt action as required.

Through creation of consolidated reporting, you will analyse and assess performance and portfolio positioning of internal and external fund managers across a range of asset classes. As such, this role provides an excellent introduction for someone with an interest in investments or new challenges for experienced investment professionals.

We understand how important a positive work-life balance is to you, so we offer great facilities when you want to be in an office environment, and support to work up to 80% of your hours from home.

You use your knowledge of excel and strong data analysis skills to deliver core reporting. With a focus on attention to detail and numeracy, you’re a data professional who can present data in reporting.

To join our team, you’ll also have:

• 
  Preferably a numerate degree e.g. Economics, Finance, Maths, Physics, Engineering etc


• IT literacy skills, especially with Excel and able to learn how to use specialist investment software


• Knowledge of financial markets


• An analytical approach with creative problem-solving skills

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

• 
  Salary of up to £29k


• Annual bonus (up to 10% of salary)


• Contributory pension scheme, up to 20%, including your 8% contribution


• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme


• A Family Friendly policy that helps you balance your work and family responsibilities


• Access to savings at High Street brands, travel and supermarkets


• £20 contribution to a monthly gym membership – subject to T&Cs


• Health and wellbeing plan - cashback for dentist, opticians, physio and more


• Access to voluntary benefits, including health assessments, private medical insurance and dental insurance


• Employee Volunteering - volunteer in the community for one day each year


• Unlimited access to Refer a Friend £500 bonus scheme


• Life Assurance cover of 4 x salary


• Employee discounts of 15% on a range of NFU Mutual insurance policies.

We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being “a great place to work” and are one of only 39 companies across the globe, and the only organisation with headquarters in the UK, to receive a Gallup Exceptional Workplace 2023 award. We were also named in the LinkedIn Top 25 Companies List 2021 and the Glassdoor Best 50 Workplaces List 2023.

We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.