Investment Product Analyst in London

Investment Product Analyst

Department

Investment Management

Employment Type

Full Time

Location

London

Reporting To

• Alana Nunn
• Description

We are looking for an Investment Product Analyst to join the Benchmark Investment team.

This role sits between our investment, distribution and marketing functions.

You will support the development, positioning and communication of our investment proposition.

You will work closely with Portfolio Managers, Investment Directors and Business Development teams so that our products are clearly explained, well documented and consistently represented across all client materials.

You will support business growth by producing high-quality client-facing content, responding to queries and keeping product information accurate across systems and materials.

What you'll do

• Act as the link between investment, distribution and marketing teams, keeping product messaging consistent and high quality.
• Support the production of client-facing materials, including presentations, product updates, marketing content and investment reports.
• Complete and manage RFPs, RFIs, DDQs and consultant questionnaires, including ESG-related requests, within agreed timeframes.
• Maintain and update product data, messaging and documentation across internal systems, databases and external platforms.
• Respond to product and portfolio queries from internal stakeholders and external partners, clearly and on time.
• Work with Portfolio Managers and Investment Directors to turn investment strategy into clear, client-focused content.
• Support new business pitches, client presentations and ongoing reporting materials.
• Contribute to product governance and oversight, keeping content accurate, consistent and aligned with Benchmark's proposition.
• Assist with strategic initiatives, such as product development, ESG integration and new solution launches.
• Use data, tools and, where appropriate, AI-enabled solutions to improve the efficiency, consistency and quality of product content and responses.
• The knowledge, experience and qualifications you need
• Experience in an investment product, product specialist, RFP, client reporting or investment support role.
• Good understanding of financial markets, investment products and portfolio strategies, ideally within wealth or asset management.
• Strong written communication skills, with the ability to turn technical investment concepts into clear, client-friendly language.
• Experience producing client-facing materials, including presentations, reports and questionnaire responses.
• High attention to detail, with experience managing and maintaining product data and documentation.
• Strong organisational skills, with the ability to manage multiple deadlines and priorities.
• Good working knowledge of Microsoft Excel and Power Point.
• Experience with tools such as Qvidian, Morningstar, Refinitiv, Fact Set, e Vestment or similar.
• Awareness of ESG frameworks and reporting requirements.
• Progress towards or completion of a relevant qualification, such as IMC, CFA or CISI.
• Degree-level education, or equivalent experience.
• What you'll be like
• Structured and detail-focused, with a high standard of accuracy.
• A clear and concise communicator, both written and verbal.
• Commercially aware, with an interest in how investment propositions support growth.
• Able to manage multiple priorities in a fast-paced environment.
• Collaborative, with the confidence to work across investment, distribution and marketing teams.
• Proactive and self-motivated, with a willingness to improve processes and outputs.