Investment Product Analyst

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 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.

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.

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses. We help clients achieve their goals and have peace of mind about their future.

We support more than 1,000 financial planners across our employed, self-employed and independent models. Our award-winning regulatory, platform and investment services, powered by proprietary technology, support advisers at every stage of their career, from getting started to growing their business and planning ahead.

We are growing fast. We have completed more than 50 acquisitions in recent years and have offices across the UK.

Good client outcomes come first in everything we do, including how we support vulnerable clients. It shapes our culture and our decisions.

We are part of Söderberg & Partners, one of Europe's leading independent financial advisory groups. This gives us the stability of an international group and the freedom to move quickly. Together, we are investing in technology, people and long-term growth to shape the future of financial advice in the UK.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.