Portfolio Data

• Drive data-led decision making across a high-impact enterprise change portfolio

• Collaborate with senior stakeholders to shape strategic insights and reporting

• Hybrid working model with flexibility to work from home and our Stratford-upon-Avon office.

At NFU Mutual, Change is where strategy becomes reality. Our mission in Change is to deliver business outcomes for NFU Mutual and our members. More than just delivering projects, we make a real difference. Guided by values that put the portfolio first and champion collaboration, we work as one team with direct access to senior leaders and the trust of the executive. With spend on our multi-million-pound portfolio higher than it's ever been, we can confidentially deliver outcomes for our award-winning business. 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.

Being a great place to work is at the heart of our company strategy. We invest in our people, supporting them to build their skills and develop their careers. If you want to shape meaningful transformation while growing your own future, now is the time to join us.

About the Role

As a Portfolio Data & Insights 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.

Your key responsibilities will include:

• 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

• Analysing resource requirements and forecasting headcount to identify capacity pinch points

• 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. You're confident working with stakeholders at all levels and thrive in a collaborative, fast-paced environment. Experience within a similar role with exposure to change portfolios is highly desirable.

To be successful in this role, you'll need:

• Strong skills in data visualisation using tools like Power BI, Excel, or Tableau

• Excellent communication skills to present insights to both technical and non-technical audiences

• A proactive, problem-solving mindset with strong attention to detail and time management

• Experience in stakeholder engagement and the ability to manage multiple priorities effectively

Qualifications

• P3O (Portfolio, Programme and Project Offices) Foundation – Desirable

• Management of Portfolios Foundation – 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.

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

• 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. 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

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.

Tiddington Road

Stratford-upon-Avon

Warwickshire

CV37 7BJ

Visit the Stratford-upon-Avon (Tiddington) office

Jen Ingram