Proposal Analyst
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, Ontario, Canada (Hybrid) · Full Time
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- Experience
- 2–4 yrs
- Salary
- CAD 70,000 – CAD 90,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- Hybrid
- Education
- Finance degree or equivalent
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
Join one of Canada's leading asset management firms as a Proposal Analyst within the Proposal and Consultant Database Team. If you are passionate about investment products, enjoy the challenge of securing new business, and thrive in a dynamic environment, this role suits you. You will be part of a motivated, sociable team committed to success. The workplace follows a hybrid schedule blending on-site and remote work throughout the week.
Key Responsibilities
- Prepare and complete Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for all affiliates of CC&L Financial Group, collaborating closely with subject matter experts across various departments.
- Create original response drafts and suggest improvements to enhance existing RFP replies, adding value.
- Oversee and manage the RFP response database, ensuring consistency in all marketing collateral.
- Assist in preparing and maintaining various reports and documentation supporting the RFP process.
- Support updating and upkeep of external investment and consultant databases when necessary.
Candidate Profile
- Holds a Finance degree or equivalent qualification, along with a genuine passion for the investment sector.
- Brings 2 to 4 years of relevant experience in institutional investment firms, banks, or trust companies; completion of industry-recognized courses is advantageous.
- Strong written and verbal communication skills with the ability to collaborate effectively and resolve complex challenges.
- Dedicated to contributing positively to a driven, high-standard team culture.
- Proactive, ambitious, and eager to refine processes and implement innovative solutions.
- Proficient in Microsoft Office applications.
Compensation and Additional Information
The position offers a base salary between 70000 and 90000 CAD annually, supplemented by an annual performance bonus that forms part of the total compensation package. Further salary details and inquiries can be addressed during the interview phase with the HR team.
Equal Opportunity and Accessibility
CC&L Financial Group is an equal opportunity employer fostering a diverse and inclusive workplace. Employment decisions are made without regard to gender, ethnicity, religion, sexual orientation, disability, or age. The company provides accessible recruitment processes and welcomes applicants with disabilities, offering accommodations upon request during all recruitment stages. Please contact talentacqusition@cclgroup.com for accommodation needs.
Applications are reviewed by human team members; no AI technologies are used for screening, assessment, or selection at present.
Minimum education
Bachelor's Degree