Investment Performance and Risk Manager

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 65,000 - 78,000; Full time

Job summary

A leading insurance and financial services company in Stratford-upon-Avon is looking for an Investment Performance and Risk Manager. This role leads the Middle Office team responsible for managing investment assets of around £20bn. Responsibilities include performance reporting and risk analysis. Applicants should have extensive experience in investment operations, strong analytical skills, and a degree in a relevant field. This position offers hybrid working options and a competitive salary package.

Benefits

Salary of up to £77,500 per annum

Annual bonus (up to 25% of salary)

Contributory pension scheme

28 days annual leave + bank holidays

Private medical insurance

Gym membership contribution

Employee Volunteering program

Qualifications

• Experience managing Middle Office functions within Investment Operations.
• Strong understanding of investment products and financial markets.
• Excellent communication skills (written and verbal).

Responsibilities

• Lead a Middle Office team managing investment assets.
• Oversee finance budgets for the Investment Team.
• Assess and enhance investment performance reporting.

Skills

Investment performance reporting

Risk analysis

Compliance knowledge

Analytical skills

Leadership

Education

Degree or equivalent professional qualification

Job description

• Lead a Middle Office team that helps manage investment assets of around £20bn
• Hybrid up to 60% homeworking available and 40% in Stratford Upon Avon
• Work for an award-winning organisation and Which? Insurance Brand of the Year for 4 consecutive years

About the role:

We have a rare and exciting opportunity for an Investment Performance and Risk Manager to join our Investment Management team, on a 24 month fixed term contract. The role will lead and manage the Middle Office and will give you exposure to a range of different areas such as investment performance reporting and analysis, preparation of Committee packs, and monitoring of compliance and investment and operational risks.

The Middle Office also oversee finance budgets for the Investment Team and work closely with Fund Managers to ensure our internal and external investment mandate guidelines and rules are being followed. You’ll be involved in ensuring your team are delivering and show great leadership skills in motivating and developing a high-performing team.

You will lead efforts to assess and enhance investment performance reporting while developing and optimising the measurement and reporting of risk measures. The role will bring opportunities to take on ad hoc project work along with a wide variety of tasks.

About you:

You will have experience of working in and managing Middle Office functions within an Investment Operations environment, with knowledge of investment performance reporting, risk and compliance. You’ll come with sound investment knowledge and bring with you established line management experience covering appraisals, training and development of direct reports. You’ll have excellent numerical, analytical skills with excellent communication skills (written and verbal). You’ll have knowledge of investment products, financial markets, and regulatory requirements.

To join our team, you must also have:

• Degree or equivalent appropriate professional qualification
• A high level of investment related work experience
• Strong understanding of financial markets and related systems
• Highly numerate with strong analytical skills
• Experience of conducting performance analysis and reporting

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:

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

• Salary of up to £77,500 per annum (depending on experience)
• Annual bonus (up to 25% of salary)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 28 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• A Family Friendly policy that helps you balance your work and family responsibilities
• Private medical insurance + options to add family members
• 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
• Employee Volunteering
• 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 Mutual:

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