Investment Office Specialist

• Provide specialist support to Investment team, including allocation of c£15bn of assets


• Excellent development opportunity to gain investment exposure


• Hybrid role with 80% homeworking and 20% in Stratford-upon-Avon

We have an exciting opportunity for an Investment Office Specialist to join the Investments team within the Finance Division at our NFU Mutual Head Office in Tiddington.

Reporting to the Investment Strategy Manager, and working within a wider team of seven, you’ll provide specialist support to the Investment Office team in all areas of their work. This includes Strategic Asset Allocation of c£15bn of assets and product management, as well as the maintenance of key investment communications and product development, such as Pensions, Investments and ISAs.

As Investment Office Specialist, you’ll design, develop and test models used for Strategic Asset Allocation, ensuring you adhere to all relevant internal risk controls and modelling policies. This requires you to fully document processes and check results to proactively identify areas for improvement in either the process or models. You’ll also support the implementation of any new or amended software solutions.

As well as providing support to keep key documents such as Investment mandates up to date, you’ll also ensure that customer-facing communications about investments have clear and accurate content. To resolve any technical queries that arise from either internal and external stakeholders relating to these communications and the funds they support, you’ll build a strong relationship between the Investment Office and the Propositions team.

This role is based in our Tiddington Head Office, just outside of Stratford-upon-Avon. 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 some of your hours from home. 

As an Investment Office Specialist, you have strong communication skills and easily build relationships with internal and external stakeholders. Highly numerate with strong analytic 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 degree in a numerate subject, for example Economics, Finance, Maths or Physics.


• An appropriate professional qualification, such as CFA, FRM or FIA or be willing to work towards.


• Investment related work experience.


• Good understanding of financial markets, both asset classes and products, and related systems.


• Experience of working with Statistics.

An understanding of Strategic Asset Allocation methodologies and comprehensive knowledge of Microsoft Office applications Excel and Visual Basic would be an advantage.

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.

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

• Salary of up to £55,000 depending on experience


• Annual bonus (up to 17.5% 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 57 companies across the globe, and one of only two organisations 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, 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 and 2024.

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.