Portfolio Design and Insights Manager
Portfolio Design and Insights Manager

Portfolio Design and Insights Manager

Stratford-upon-Avon Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the design and governance of NFU Mutual’s Enterprise Change Portfolio.
  • Company: Join NFU Mutual, a leader in insurance and financial services with a focus on community.
  • Benefits: Enjoy an annual bonus, generous leave, private medical insurance, and gym contributions.
  • Why this job: Shape meaningful transformation while advancing your career in a supportive environment.
  • Qualifications: Experience in strategic portfolio design and strong stakeholder management skills required.
  • Other info: Inclusive workplace valuing diverse perspectives; excellent career development opportunities.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Overview

Are you ready to influence the strategic direction of enterprise change at NFU Mutual? As our Portfolio Design & Insights Manager, you’ll play a pivotal role in shaping and optimising our Strategic Change Roadmap. This is a high-impact leadership role that blends portfolio design, governance, and business partnering to ensure our change initiatives deliver maximum value. You’ll be at the heart of how we prioritise, assess, and sequence change across the organisation, empowering NFU Mutual to deliver on its strategic ambitions.

NFU Mutual is a place where strategy becomes reality. Our Change portfolio focuses on delivering business outcomes for NFU Mutual and our members. We work as one team with direct access to senior leaders and the trust of the executive to deliver multi-million-pound outcomes—from large-scale transformation to fast-paced initiatives—ensuring change is embedded across the business.

We invest in our people and support career development. If you want to shape meaningful transformation while growing your own future, now is the time to join us.

We are an inclusive workplace and value diverse perspectives and experiences. We encourage candidates to discuss any adjustments needed during the recruitment process. We are proud to be a Disability Confident Employer and signatories to Race at Work and Women in Finance Charters.

About the Role

In this key leadership position, you’ll own the design and governance of NFU Mutual’s Enterprise Change Portfolio. Working closely with Group Strategy and Group Finance, you’ll ensure initiatives are strategically prioritised, financially robust, and sequenced for optimal delivery. You’ll lead the development of business cases, oversee resource and demand planning, and manage the governance framework that underpins effective decision making. You’ll deliver a proactive business partnering service—providing consultancy and insights that help stakeholders shape their local change roadmaps. You’ll also lead the creation of centralised reporting and data visualisation, enabling data-led decisions across governance committees and the wider Group Change leadership team.

About You

You’re a strategic thinker with a passion for portfolio design and business partnering. With a strong background in enterprise change, you bring a blend of technical expertise and leadership capability. You’re confident working with senior stakeholders, interpreting complex data, and guiding teams to deliver impactful outcomes.

Key responsibilities

  • Defining and managing the Strategic Change Roadmap in collaboration with senior stakeholders
  • Leading initial business case development and appraisal processes
  • Overseeing resource capacity and supplier availability planning
  • Delivering high-quality portfolio reporting and insight
  • Managing the Group Change budget and headcount
  • Providing strategic advice and consultancy through business partnering
  • Leading and developing a high-performing team to deliver portfolio outcomes

Your experience includes

  • Leading strategic portfolio design and governance
  • Building strong partnerships with Strategy and Finance functions
  • Managing resource, budget, and demand planning
  • Delivering data-led decision making and reporting
  • Leading and motivating multi-functional teams
  • Communicating effectively with diverse audiences
  • Driving stakeholder engagement and customer-focused outcomes

You’ll also bring

  • A Management of Portfolios Practitioner qualification (Essential)
  • Management of Value (Desirable)
  • Better Business Case (Desirable)

Your ability to energise others, set direction, and execute successfully will be key to your success in this role.

Benefits & rewards

  • 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
  • ÂŁ20 contribution to a monthly gym membership – subject to T&Cs
  • Health and wellbeing plan – cashback for dentist, opticians, physio and more
  • Employee Volunteering – volunteer in the community for one day each year
  • Unlimited access to Refer a Friend ÂŁ500 bonus scheme
  • Life Assurance cover of 4 x salary
  • Employee discounts of 15% on a range of NFU Mutual insurance policies

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Other

Industries

  • Insurance and Financial Services

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Portfolio Design and Insights Manager employer: NFU Mutual

At NFU Mutual, we pride ourselves on being an exceptional employer that champions employee growth and inclusivity. As a Portfolio Design and Insights Manager, you will thrive in a collaborative environment where your strategic insights directly influence our change initiatives, supported by a robust benefits package including a generous pension scheme, annual bonus, and a commitment to work-life balance. Join us to not only shape meaningful transformations but also to advance your career in a company that values diverse perspectives and invests in the future of its people.
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Contact Detail:

NFU Mutual Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Design and Insights Manager

✨Tip Number 1

Network like a pro! Reach out to current employees at NFU Mutual on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.

✨Tip Number 2

Prepare for the interview by understanding NFU Mutual's strategic goals. Show how your experience in portfolio design and governance aligns with their mission. We want to see you shine!

✨Tip Number 3

Practice your storytelling skills. Be ready to share specific examples of how you've led change initiatives and delivered results. We love hearing about real impact!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the NFU Mutual team.

We think you need these skills to ace Portfolio Design and Insights Manager

Strategic Thinking
Portfolio Design
Governance Management
Business Partnering
Data Analysis
Resource Planning
Budget Management
Stakeholder Engagement
Team Leadership
Communication Skills
Data Visualisation
Business Case Development
Change Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in portfolio design and governance. We want to see how your skills align with our strategic change initiatives!

Showcase Your Leadership Skills: In your application, emphasise your ability to lead teams and manage stakeholder relationships. We’re looking for someone who can energise others and drive impactful outcomes, so let that shine through!

Be Data-Driven: Since this role involves data-led decision making, include examples of how you've used data to inform your decisions in past roles. We love seeing candidates who can interpret complex data effectively!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at NFU Mutual.

How to prepare for a job interview at NFU Mutual

✨Know Your Portfolio Inside Out

Before the interview, dive deep into NFU Mutual's current change initiatives and strategic goals. Familiarise yourself with their Strategic Change Roadmap and think about how your experience in portfolio design can align with their objectives. This will show that you're not just interested in the role but also invested in the company's success.

✨Prepare for Data-Driven Discussions

Given the emphasis on data-led decision making, be ready to discuss how you've used data to drive insights in previous roles. Bring examples of how you've interpreted complex data and turned it into actionable strategies. This will demonstrate your analytical skills and ability to communicate effectively with diverse audiences.

✨Showcase Your Leadership Style

As a key leadership position, it's crucial to convey your leadership philosophy. Prepare to share specific examples of how you've led multi-functional teams to deliver impactful outcomes. Highlight your ability to energise others and set direction, as this aligns with what NFU Mutual is looking for in a candidate.

✨Engage with Stakeholders

Since the role involves significant business partnering, think about how you've built strong relationships with senior stakeholders in the past. Be ready to discuss your approach to stakeholder engagement and how you’ve successfully communicated strategic advice. This will illustrate your capability to work collaboratively and drive customer-focused outcomes.

Portfolio Design and Insights Manager
NFU Mutual
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  • Portfolio Design and Insights Manager

    Stratford-upon-Avon
    Full-Time
    36000 - 60000 ÂŁ / year (est.)

    Application deadline: 2027-09-25

  • N

    NFU Mutual

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