* Provide specialist support to the Investment Office.
* Excellent opportunity to contribute to the selection and oversight of our external fund managers.
* Hybrid up to 60% homeworking options available.
About the role
NFU Mutual have 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. Some of the key aspects of the Investment Office team include investment strategy and management, external fund selection, research and analysis, and compliance and governance.
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 assets 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)
At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.
We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process. We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.
Rewards and benefits
When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:
* Salary – £50,000 - £73,000 (depending on experience)
* Annual bonus up to 40%
* Contributory pension scheme, up to 20%, including your 8% contribution
* 25 days annual leave + bank holidays + buy/sell holiday scheme
* 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
* Life Assurance cover of 4 x salary
* Employee discounts 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.
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