Investment Product Planning Analyst

Job description

The Role Drive the engine behind product strategy. As an Investment Product Planning Analyst, you’ll play a central role in keeping our product roadmap, planning cycles, governance, and reporting on track. Working closely with PRD leadership, you’ll coordinate inputs, shape high-quality materials, and turn complex information into clear, actionable insights. In this role you will: Support the maintenance and socialisation of the UCITS product roadmap by updating trackers, collating inputs, maintaining version control, and preparing summary views for stakeholders Assist with product offer assessment by coordinating information and summarising key themes for planning discussions Provide logistics and coordination for PRD leadership meetings, planning sessions, and offsites (agendas, pre-read collation, action logs, and follow-ups) Draft meeting notes and maintain action/decision trackers to ensure follow-through and visibility of progress Support development of high-quality presentations by building first drafts, updating content, proofing, formatting, and turning data into clear charts/tables for leadership use Prepare concise summaries and briefing packs on planning topics or produ...