About the role
We are seeking an Investment Reporting Analyst to provide oversight of NFU Mutual investment operations. In this position you will monitor fund compliance with regulation, mandates and procedures, as well as be responsible for compiling submissions to regulators, tax authorities and other organisations.
You will::
- Design and conduct various investment risk and compliance monitoring checks on a daily, weekly, monthly or quarterly basis. Anticipate future requirements, updating checks to stay fit for purpose and introduce new monitoring when required. Identify, resolve and escalate issues to prompt corrective action. Submit any required notifications within SLAs.
- Collate, analyse and communicate investment results for colleagues in Investments and the wider business to aid decision-making and support their reporting.
- Build and maintain effective working relationships with Front Office, Investment Office and Investment Administration teams. Influence and coordinate changes to processes to enhance reporting and evidence compliance with regulation and internal policies and procedures.
- Create and maintain logs and procedure manuals to reduce risk of errors and omissions.
- Conduct regular compliance and reconciliation checks in accordance with policies, procedures and limits of authority to meet legal and regulatory requirements, mitigate breaches and errors, and provide accurate information for tax reporting.
- Compile forms and paperwork for submission to regulators and other organisations to ensure that regulations are adhered to, the interests of NFU Mutual policyholders are protected and reclaimable tax is recovered.
- Calculate fund performance and other metrics and produce management information in order to satisfy the reporting requirements of Investment Committees, Actuarial and other business areas.
- Monitor compliance with investment limits as set out in fund mandates and regulation to identify and report any breaches through appropriate governance, effectively working with stakeholders to recommend remedial action where required and track and report on progress of this action. Develop and maintain the monitoring for efficiency, accuracy and to account for changes.
- Deliver short term / one-off projects and activities as required by and to the standards and outcomes agreed with the Line Manager.
What we're looking for
- Numerate degree would be preferable e.g. Economics, Finance, Maths, Physics, Engineering etc
- Holds or willing to study towards the Investment Management Certificate (IMC)
- IT literate, especially with Excel and able to learn how to use specialist investment software
- Knowledge of financial markets
- An analytical approach with creative problem-solving skills
- Ability to handle ambiguity and evaluate suitable methodologies for analysis
- Able to prioritise and meet deadlines consistently
- Enthusiasm to learn and continuously improve
- Keen attention to detail
- Experience of working in a regulated industry or financial services sector (desirable)
What we can offer
At NFU Mutual we pride ourselves on being “a great place to work” and one of only 39 companies across the globe. We were also named in the LinkedIn Top 25 Companies List 2021 for career development. When you join us, you can expect a supportive culture and an attractive range of rewards and benefits including:
- A competitive salary
- Annual bonus (up to 10%)
- Contributory pension scheme (maximum of 12% company contribution)
- 25 days holiday plus bank holidays (additional holiday purchase scheme)
- Employee discounts
- Gym subsidy
- Health and wellbeing plan
- Discounted Insurance on all NFU Mutual Policies
About us
One of the UK’s leading general insurance and financial services companies, NFU Mutual has been meeting our customers’ needs for over 100 years. As an employee you are very important to us. We empower and inspire you to perform, offer opportunities to grow and we recognise and reward you for your contribution.
At NFU Mutual we look for people like you, who have customers at the heart of what you do. You recognise that your customers’ financial lives can only benefit by having a financial plan in place that reflects their circumstances both now and in the future.
Investment Reporting Analyst employer: NFU Mutual
NFU Mutual is an excellent employer that values collaboration and innovation, offering a hybrid work model that allows for 80% homeworking. With a strong focus on employee development and a supportive work culture, team members are encouraged to grow their skills in data analysis and coding while making a real impact on customer outcomes. The Stratford-upon-Avon office provides a vibrant environment where employees can connect with colleagues across various departments, enhancing both professional and personal growth.
