Product Analyst

WHO WE ARE:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We\’ve been helping investors for over 25 years. We\’ve seen market highs and lows and been resilient throughout. We\’re now the UK\’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

Requirements

Product Delivery

• Lead analysis and delivery for key Salesforce Service Cloud product initiatives and enterprise change projects.
• Collaborate with Product Managers, Technical Leads and Stakeholders to translate business goals into actionable user stories and technical requirements.
• Act as Product Owner within delivery squads — owning, managing and prioritising the product backlog in alignment with strategic objectives and roadmaps.
• Support test strategy definition and ensure business readiness, including process mapping, documentation and training.

Analysis & Requirements

• Define and document functional and non-functional requirements, clear acceptance criteria, API integration points and data mapping.
• Work closely with Solution Architects to shape requirements into scalable, maintainable technical designs.
• Analyse dependencies, risks and impacts across systems including Salesforce, AWS API and Figaro.
• Maintain detailed user stories with clear acceptance criteria and ensure traceability through delivery.

Customer & Data Insight

• Apply a user-centred approach to define and refine customer journeys (external & internal), leveraging data and insight to inform decisions.
• Use analytics and KPIs to measure product performance and identify opportunities for improvement.
• Work with the Data and Research teams to validate hypotheses using quantitative and qualitative evidence.

Collaboration & Governance

• Partner with business stakeholders, SMEs and delivery teams to ensure shared understanding and clear communication.
• Contribute to discovery work, supporting business cases and assessing potential third-party or Salesforce AppExchange solutions.
• Act as the SME for your product area — supporting incident resolution and providing domain knowledge to delivery teams.

Essential

• Proven experience (a minimum of 24 months) as a Product Analyst or Business Analyst, ideally within a financial, Salesforce and digital product environment.
• Strong technical understanding of Salesforce, AWS API and core systems (e.g. Figaro), including data structures and integration principles.
• Experience eliciting and documenting requirements across online and offline customer journeys.
• Demonstrated ability to analyse complex systems from both business and technical perspectives.
• Skilled in writing clear, detailed user stories with acceptance criteria.
• Familiarity with Double Diamond Framework & Agile methodologies and experience working within cross-functional delivery teams.
• Strong stakeholder management and communication skills, with the ability to translate technical concepts for non-technical audiences.
• A proactive, action-oriented approach, balancing delivery speed with product quality and customer value.
• Understanding of Consumer Duty principles
• Experience defining, tracking, and analysing feature success metrics (KPIs) to evaluate product impact and inform prioritisation.

Desirable

• Experience leveraging Salesforce AI and automation tools (e.g. Einstein, GPT, Flow) to improve operational efficiency and customer experience.
• Awareness of industry trends, competitors, and innovation in digital investing and platform experiences.
• Experience with conversion rate optimisation (CRO), service design, or funnel analysis.
• Jira and Confluence proficiency.
• Experience mentoring Associate Product Analysts or supporting capability development within the product team.

Benefits

• Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
• Life Assurance and Group Income Protection
• Private Medical Insurance – Provided by Bupa
• 25 Days Annual Leave, plus