Senior Investment Analyst, Asset Management

Drive data-led decision making across a high-impact enterprise change portfolio
Hybrid working model with flexibility to work from home and our Stratford-upon-Avon office. More than just delivering projects, we make a real difference. From large-scale transformation to fast-paced initiatives, we bring the end-to-end expertise, from building the strategic change roadmap through to supporting the business until change is fully embedded. If you want to shape meaningful transformation while growing your own future, now is the time to join us. Know internally as Portfolio Data & Insights Analyst. About the Role As a Portfolio Analyst, you will play a key role in supporting the successful delivery of our Enterprise Change Portfolio. You will provide high-quality data analysis and actionable insights, enabling data-driven decision making across the organisation. This is an exciting opportunity for someone passionate about turning data into compelling stories that drive business outcomes. Generating data to feedback into PMO to help make data driven decisions. Producing ad-hoc and thematic data analysis using tools such as Power BI and Excel to support strategic decision making
Maintaining and reporting on key performance indicators to ensure portfolio success
Enhancing data quality by identifying reporting process improvements and supporting data literacy across the team
Collaborating with stakeholders to understand data needs and ensure insights are aligned with business priorities
Identify and implement reporting process improvements to enhance the quality of portfolio-level data.
This is a role where your ability to tell a compelling story through data will directly influence how we deliver change across the organisation.

You’ll bring a strong foundation in data analysis and visualisation, with the ability to translate complex data into clear, actionable insights. Strong skills in data visualisation using tools like Power BI, Excel, or Tableau
P3O (Portfolio, Programme and Project Offices) Foundation – Desirable
Management of Portfolios Foundation – Desirable

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.

Salary - up to £40,000 depending on experience
~ 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.
~ Salary sacrifice employee car scheme - subject to eligibility


We’re one of the UK’s leading general insurance and financial services companies. 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.