Job Description

Portfolio Data and Insights Specialist

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Be at the heart of data-driven decision making across NFU Mutual's Enterprise Change Portfolio.
Shape strategic insights that influence high-impact delivery and resource planning.
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

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Are you passionate about turning data into actionable insights that drive strategic decisions? As a Portfolio Data & Insights Specialist, you'll play a pivotal role in enabling data-led decision making across NFU Mutual's Enterprise Change Portfolio. This is a high-impact role that supports the successful delivery of change initiatives by providing expert analysis, performance tracking, and visual storytelling to senior stakeholders.



In this dynamic and strategically important role, you'll:



Deliver insightful analysis and reporting across the Enterprise Change Portfolio, using advanced data manipulation and visualisation techniques.
Collaborate with stakeholders to identify analytical needs and provide thematic insights that enhance decision making.
Monitor key performance indicators and resource allocation trends, offering recommendations to optimise delivery outcomes.
Lead the production of accurate, timely, and engaging reports that support portfolio governance and performance tracking.
Support budget forecasting and expenditure monitoring to ensure financial alignment with departmental objectives.
Coach and mentor colleagues to build data literacy and foster a culture of continuous improvement.
Analyse programme and project controls to identify risks, issues, and dependencies, helping to mitigate potential impacts.

About you

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You'll bring a blend of technical expertise and collaborative spirit, with a strong foundation in data analysis and stakeholder engagement. Your ability to translate complex data into compelling insights will be key to your success. Your skills will include:



Proficiency in Power BI and Excel for data visualisation and modelling.
Strong analytical skills with the ability to interpret large datasets and present findings clearly.
Excellent communication skills, both written and verbal.
Proven problem-solving capabilities
Collaborative mindset with the ability to work across teams and influence outcomes.
Team leadership/coaching experience

Qualifications & Experience:

Management of Portfolios Foundation (Essential).
P3O Practitioner and Management of Portfolios Practitioner (Desirable).
Experience producing briefing materials for governance and leadership teams.
Demonstrable leadership skills and the ability to lead through others.
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 Rewards

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



Salary up to 45,000 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.
Salary sacrifice employee car scheme - subject to eligibility

Working at NFU Mutual

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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 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.

Stratford-upon-Avon

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Tiddington Road

Stratford-upon-Avon

Warwickshire

CV37 7BJ


Visit the Stratford-upon-Avon (Tiddington) office

Vacancy managed by

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Jen Ingram