Portfolio Data and Insights Specialist 12 months FTC

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Salary up to £50,000 plus bonus

Annual bonus up to 17.5%

Pension scheme (up to 20%)

25 days annual leave

Family Friendly policy

Employee discounts

Private medical/dental options

Job summary

NFU Mutual is seeking a Portfolio Data and Insights Specialist to join the Group Change team. The role focuses on turning complex delivery data into clear, actionable insights and dashboards that drive forward-looking decisions.

The successful candidate will influence portfolio conversations and work across multiple projects with senior stakeholders. Based in Stratford-upon-Avon with hybrid working (80% homeworking, 20% in the office), you will analyse data from internal sources, highlight

Qualifications

• Strong Power BI and advanced Excel expertise.
• Data analysis, interpretation and scenario modelling experience.
• Experience delivering KPI and performance reporting.
• Experience creating and managing portfolio level reporting.
• Experience working within a change environment.

Responsibilities

• Turn data into clear insights and actionable recommendations for portfolio health, risks, issues and dependencies.
• Develop and evolve dashboards and reporting to meet business needs.
• Present compelling visual stories to stakeholders to support data‑led decisions.
• Collaborate with PMO and delivery teams to share knowledge and improve data capability.

Skills

Power BI

Advanced Excel

Data analysis

Scenario modelling

KPI reporting

Portfolio reporting

Change management

Stakeholder management

Tools

Power BI

Excel

Job description

# Portfolio Data and Insights Specialist 12 months FTCRegion: MidlandsLocation: Stratford-upon-AvonContract type: Fixed Term ContractReference number: ITDI01653Working pattern: Full-timeSalary: up to £50,000 dependent on experience + 17.5% bonus + benefitsClosing date: 22nd October 2026Apply now## Portfolio Data and Insights Specialist* Help shape a growing data and insights capability* Influence how portfolio conversations move from status reporting to forward-looking insight* Turn complex delivery information into clear insight, recommendations and action* Hybrid 80% homeworking and 20% from Stratford-Upon-Avon## About the roleAt NFU Mutual, you will join Group Change within the Enterprise Portfolio Management service, supporting a portfolio of projects. You will provide expert data analysis and trusted insight to enable informed, data led decision making across the portfolio. With a focus on the ‘so what’, you will create and deliver insight across multiple projects, maintaining and evolving dashboards while developing new reporting to meet changing business needs. You will analyse data from internal sources, identify trends and present clear recommendations Working closely with PMO colleagues, delivery teams and senior stakeholders, you’ll create compelling visual stories that explain portfolio health, risks, issues, dependencies, resources finance and performance, highlight areas of concern and support solutions. As part of a collaborative team, you will share knowledge and support the development of data capability across the wider function. This is a proactive insight role for someone who enjoys asking questions, spotting patterns, improving quality and making complex information easier to use. This role is based in our Tiddington Head Office, just outside Stratford-Upon-Avon. However, we understand how important a positive work-life balance is, so to help you give your best, we offer great facilities when you want to be in an office environment and support to work up to 80% of your hours from home.## About youYou are a curious, confident and analytical data professional who can turn detail into a clear story. You’re comfortable working with stakeholders, challenging data where needed and explaining insight in a way that helps people take action. . You think critically, take ownership of your work and collaborate with others to deliver high quality outcomes while supporting knowledge sharing and continuous improvement. To join NFU Mutual, you’ll also bring * StrongPower BI and advanced Excel expertise* Data analysis,interpretationand scenario modelling experience* Experience delivering KPI and performance reporting* Experience creating and managing portfolio level reporting* Experience working within a change environment A proactive mindset and interest in improving how data is used to support decisions. *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: * Salary up to £50,000 dependent 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