Portfolio Capacity and Demand Lead Stratford-upon-Avon

NFU Mutual Group; Metropolitan Borough of Solihull; Hybrid; GBP 63,000 - 75,000; Full time

Job summary

A leading insurance and financial services company in the UK is seeking a Portfolio Capacity and Demand Lead to drive strategic resource planning across its Enterprise Change Portfolio. The role involves evaluating resource requirements, optimizing utilization, and developing a high-performing team. Applicants should have proven experience in capacity planning and resource management, alongside strong analytical skills. They will enjoy a competitive salary of up to £75,000 with an annual bonus and excellent benefits, including a hybrid working model.

Benefits

Annual bonus up to 25%

Contributory pension scheme

28 days annual leave

Private medical insurance

£20 contribution for gym membership

Employee Volunteering opportunities

Life Assurance cover

Qualifications

• Proven experience in capacity planning and resource management across portfolios.
• Strong analytical skills with proficiency in tools such as Excel and Power BI.
• Experience in forecasting models and data-driven decision-making.

Responsibilities

• Lead strategic resource planning across the Enterprise Change Portfolio.
• Drive data-led decision making and optimize resource utilization.
• Evaluate and sequence portfolio resource requirements.

Skills

Capacity planning

Data analysis

Forecasting

Stakeholder engagement

Strategic thinking

Problem-solving

Education

Management of Portfolios Practitioner

Scaled Agile (SAFe) Lean Portfolio Management

APMG Better Business Cases (5 Case Model)

Management of Value Practitioner

Tools

Excel

Power BI

Job description

# Portfolio Capacity and Demand LeadRegion: MidlandsLocation: Stratford-upon-AvonContract type: PermanentReference number: ITDI01491Working pattern: Full-timeSalary: Up to £75,000 + 25% annual bonus + PMI + benefits package## Portfolio Capacity and Demand Lead* Lead strategic resource planning across NFU Mutual’s Enterprise Change Portfolio * Drive data-led decision making and optimise resource utilisation * 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 vision is to be the UK’s most trusted insurer. 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. Here at NFU Mutual, we see change as a team game; 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, it’s a really exciting time to join us. From large-scale transformation to fast-paced initiatives, we bring the end to end expertise right 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 in building their skills and developing their careers. If you want to shape meaningful transformation while growing your own future, now is the time to join us.## About the roleIn this leadership role, you’ll be responsible for evaluating and sequencing portfolio resource requirements, identifying pinch points, and developing contingency plans to ensure delivery continuity. You’ll work closely with resource gatekeepers and the Group Change Leadership team to forecast and validate resource needs, manage demand plans, and contribute to financial planning. Your insights will support effective governance and decision-making, ensuring that resource-related data drives strategic outcomes. You’ll also lead and develop a high-performing team, fostering talent and succession planning to build a strong pipeline for Group Change. Key responsibilities include: * Developing, embedding and evolving a framework, governance and processes to support robust resource management across the Enterprise Portfolio Leading critical assessments of Enterprise Portfolio resource needs and sequencing recommendations. * Engaging with business resource gatekeepers to forecast and validate capacity Identification of resource pinch points and risks, and facilitation of mitigating actions across the business. * Managing Group Change resource and demand plans, including budget alignment Providing timely, accurate data to support governance and decision-making Leading and developing a team to deliver robust and strategic resource planning## About youYou’ll bring a blend of technical expertise and strategic leadership to this role. Your experience in capacity planning, data analysis, and forecasting will be complemented by strong stakeholder engagement and communication skills. You’ll be confident in managing complex resource plans and influencing senior stakeholders to drive outcomes. **Essential skills and experience:** * Proven experience in capacity planning and resource management across portfolios * Strong analytical skills with proficiency in tools such as Excel and Power BI * Experience in forecasting models and data-driven decision-making * Effective project management and budgetary control * Excellent stakeholder engagement and communication abilities * Strategic thinking and problem-solving capabilities * Demonstrable leadership experience across cross-functional teams **Qualifications:** * Management of Portfolios Practitioner (Essential) * Scaled Agile (SAFe) Lean Portfolio Management (Desirable) * APMG Better Business Cases (5 Case Model) (Desirable) * Management of Value Practitioner (Desirable) *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 expecta supportive cultureandanattractive range ofrewards and benefitsincluding: * Salary up to £75,000 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 - volunteerin the community for one day each year * Unlimited access to Refer a Friend £500 bonus scheme * Life Assurance coverof 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 MutualWe’reone of the UK’s leading general insurance and financial services companies. For over 110 yearswe’veput our customers at the heart of everything we do.Ourpeopleare just as important to us. Wepride 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.We are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer focused, down-to-earth and committed to the rural communities we’ve grown from.Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organisation. Talented people like you.