Investment Reporting Analyst Opportunity to gain experience within our Investment Operations A role for someone that thrives on data analysis Hybrid role with 80% homeworking and 20% in Stratford-upon-Avon About the roleAs an Investment Reporting Analyst, you’ll play a key role in supporting NFU Mutual’s Investments Middle Office. You’ll monitor fund compliance with regulations, mandates, and internal procedures, ensuring investment operations run smoothly and in line with our obligations. From conducting regular risk and compliance checks to preparing regulatory submissions and calculating fund performance, you’ll help protect our policyholders’ interests while providing valuable insight to colleagues across the business. Collaboration will be central to your role, as you’ll work closely with Front Office, Investment Office, and Administration teams, influencing process improvements and strengthening governance. You’ll also support one-off projects and maintain accurate records to reduce risk and ensure reporting is efficient, accurate, and compliant.About youYou’ll be highly analytical, with excellent numerical ability and a keen eye for anomalies in complex data. Skilled in Excel and comfortable working with investment performance data, you’ll be confident investigating outliers and ensuring accuracy in reporting. Alongside your technical strengths, you’ll be organised, detail-focused, and able to prioritise effectively, delivering results under pressure while building strong relationships across teams. You will also have: Essential • Excellent ability to work with numerical data.• Analytical investigation of outliers identified when compiling investment performance data.• Microsoft Office applications, including advanced use of Excel, alongside typical use of Word, Outlook, and PowerPoint.• Strong IT literacy and a willingness to learn specialist investment systems. Desirable A degree in a numerate subject such as Economics, Finance, Maths, Physics, or Engineering. Investment Management Certificate (IMC) – or willingness to study. Experience of working in the financial services sector, with a focus on investments. Knowledge of financial markets and the respective regulations. Knowledge of investment software including Hiport and Bloomberg. Enthusiasm for learning, continuous improvement, and working collaboratively. 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.Benefits and RewardsWhen you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including: Up to £35,000 10% annual bonus benefits package 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. Working at NFU MutualWe’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 are also the only Insurer to feature in the LinkedIn Top 15 Companies 2025 list of ‘Best midsize employers to grow your career in the UK’, 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.