Gareth Hodson

Senior Sme Lead - Investment Projects @NFU Mutual

Tamworth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Senior Sme Lead - Investment Projects @NFU Mutual

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Stratford-Upon-Avon, GB

Driving strategic transformation across our investment operations, with a focus on UK/EU T+1 readiness and ensuring our systems and operating model are primed to support future growth.

EDUCATION

2014 — 2015

The Chartered Institute for Securities & Investment (The CISI)

Level 6 Post-Graduate Diploma in Investment Operations, Global Custody, Risk, Regulation, CASS

2019 — 2020

Chartered Management Institute

Level 5 Diploma in Leadership and Management, Leadership and Management

N/A

Henley Business School

Master's degree, Senior Leadership - Business Administration

SKILLS

Financial AnalysisProblem SolvingTeam LeadershipAttention to DetailMicrosoft OfficeAdministrationTeamworkBudgetingIncome TaxDividendsUnit TrustsFixed InterestClient MoneyEuroclearGiltsMicrosoft ExcelReitCrestSystem AdministrationFixed IncomeInvestmentsWealth ManagementSharesBankingAuditingPortfolio ManagementAsset ManagementManagementBondsCorporate ActionsEquitiesAccount ReconciliationAlternative InvestmentsFinancial ServicesRisk ManagementInvestment BankingFinancial RiskFinancial MarketsAnalysisFinance

ABOUT GARETH HODSON

As a senior investment operations leader with a depth of experience across all asset classes, I specialise in building high-performing teams, embedding regulatory compliance, and driving transformation across complex financial institutions.My expertise spans the full post-trade lifecycle - from reconciliations and asset servicing to cash management, SWIFT, liquidity, stress testing and performance reporting. I bring a deep working knowledge of FCA regulations including CASS, COLL, and MiFID, and I’ve consistently delivered process improvements that reduce risk, enhance transparency, and boost client satisfaction.Currently driving strategic transformation at NFU Mutual, I’m focused on future-readying our operating model and systems with EU/UK T+1 in mind. Previously, I led a 40-person Investment Operations team at EFG Private Bank across multiple locations, spearheading platform upgrades, global process integration, and regulatory enhancements.I\'m a Chartered Fellow of the CISI, hold a Level 6 Post-Graduate Diploma in Investment Operations with Distinction, and proudly contribute to the CISI exam panel. Passionate about continuous learning and mentoring future leaders, I believe operational excellence is a strategic asset - not just a back-office function.

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Gareth Hodson — Senior Sme Lead - Investment Projects at NFU Mutual in Tamworth, GB | Unifers