Investment Specialist

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Employer: NFU Mutual
Location: Stratford-upon-Avon
Salary: £50,000 - £73,000 + up to 40% bonus + benefits package
Closing date: 11 May 2025

Sector: Banking and Financial Services
Role: Specialist
Contract Type: Permanent
Hours: Full Time

About the role

This role is internally known as Investment Office Specialist. NFU Mutual has a rare and exciting opportunity for an Investment Office Specialist to join the Investment Office team within our highly respected and skilled Finance Division.

The Investment Office plays a crucial role in managing and overseeing NFU Mutual's investment strategies and portfolios. Its primary purpose is to ensure that our investments are aligned with the company's financial goals and risk management policies.

The primary objective of this opportunity is to assist the External Fund Selection Manager by conducting various analyses and research to aid in the selection and oversight of our external fund managers.

You'll conduct research and produce conclusions on areas including external fund manager strategies, performance, and risk metrics across a range of asset classes and geographies to help monitor existing investments and identify potential opportunities.

Additionally, you'll support the production of papers for the Executive and Board Investment Committees which include quarterly monitoring of existing investments and longer-term investment strategy.

Further duties include:

• Work closely with the External Managers to understand and analyse investment styles, performance, portfolio positioning, and ESG characteristics, in order to contribute to the production of fund selection and monitoring reports.
• Ensure NFU Mutual's selection and monitoring processes are followed, and contribute to the improvement of relevant processes over time.
• Investigate and resolve operational issues that may arise from External Fund Managers, third parties or the wider Investment function.

About you

As an Investment Office Specialist, you have strong communication skills and can easily build relationships with internal and external stakeholders. Highly numerate with strong analytical and IT skills, you bring a genuine interest in all things investment-related and readily keep up to date with the latest sector trends and news. To join our team, you must also have:

• A solid understanding of financial markets and financial systems.
• A degree in a numerate subject, for example, Economics, Finance, Maths or Physics.
• Demonstrable experience working within the investments industry. (desirable)
• An appropriate professional qualification, such as CFA, FRM or FIA or be willing to work towards. (desirable)
• Experience using Bloomberg, Mercer Insight, and Morningstar. (desirable)
• Experience of working with Statistics.
• Comprehensive knowledge of Microsoft Office applications Excel and Visual Basic. (desirable)

Benefits and Rewards

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

• £50,000 - £73,000 annual salary (depending on experience)
• Annual bonus (up to 40% 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.

Working at NFU Mutual

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 our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024, and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023, 2024 and 2025.

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.

Apply now