Investment Product Analyst

Benchmark Capital

. Act as the link between investment, distribution and marketing teams, keeping product messaging consistent and high quality.

Posted 11/6/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment product management, client reporting, and RFP processes, with a strong focus on producing high-quality client-facing materials. Proficient in financial markets and ESG frameworks, ensuring accurate and consistent product messaging across various platforms.

Highest-signal resume keywords

Investment Product ManagementClient ReportingRFP ManagementFinancial Markets KnowledgeESG Framework Awareness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client-Facing Materials ProductionData ManagementInvestment Strategy CommunicationAttention to DetailOrganizational Skills

Soft Skills

Strong Written CommunicationAbility to Manage Multiple Deadlines

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointQvidianMorningstarRefinitivFactSetEVestment

Certifications & Qualifications

IMCCFACISI

Industry Keywords

Wealth ManagementAsset ManagementProduct GovernanceInvestment ProductsPortfolio Strategies

About the role

Key responsibilities & impact

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.

Requirements

What you’ll 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 PowerPoint.
Experience with tools such as Qvidian, Morningstar, Refinitiv, FactSet, eVestment 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.

Benefits

Comp & perks

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.