Product Analyst – Specialist Investment Management

Product Analyst – Specialist Investment Management | Barclays | London

We are seeking a highly motivated Product Analyst to join our Specialist Investment Management (SIM) team within Barclays PBWM. This is an exciting opportunity to work alongside experienced investment professionals across both equity and fixed income strategies in a dynamic and collaborative environment. The role holder will work closely with the Product Specialist to co-ordinate the delivery of the SIM strategies and proposition to internal and external stakeholders.

The role involves regular preparation of investment communications and client-facing materials, including support for client acquisition pitches, RFPs, and performance reviews. You will play a role in both the preparation and, in time, the delivery of presentations. The role holder will also contribute to product strategy initiatives and acquire a deep understanding of the competitive landscape in which our strategies operate. A solid grasp of PowerPoint and Excel is critical for success.

You will liaise with the Product Specialist to communicate investment performance, market perspectives, and product positioning. The role includes an investment reporting element, requiring the delivery of high-quality, timely investment reports for a diverse client base. Accuracy, attention to detail, and strong organisational skills are essential, particularly given the high-value nature of the client relationships involved.

Additionally, the Product Analyst will participate in regular investment meetings and should have an interest in or understanding of fixed income and equity markets. This dynamic position requires an individual who thrives in a fast-paced environment, can manage competing priorities, and demonstrates exceptional diligence and communication skills.

In return, the role offers the opportunity to develop deep product knowledge across public markets, gain exposure to the investment decision-making process (e.g. credit and equity research), and establish a strong foundation for a career in investment management.

Essential skills:

• Existing understanding of investment concepts; demonstrated through relevant academic or work experience
• Proficiency in Microsoft Excel and PowerPoint
• Excellent verbal and written communication skills
• Strong time management, organisation, and attention to detail

Desirable Criteria:

• Experience of portfolio analytics e.g. Bloomberg, Morningstar
• Automation skills (e.g. VBA) are a plus, particularly for improving reporting efficiency
• Progress towards CFA or IMC qualifications
• Fluency in an additional language

This role is based in London.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. 

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, resolution of issues, and provision of guidance on product usage.  .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.