Proposal Specialist

Role Overview

Join the Proposal and Consultant Database Team as a Proposal Specialist, where you'll immerse yourself in a variety of investment products and enjoy the challenge of securing new business opportunities in a dynamic environment. This role involves collaborating with driven colleagues to achieve shared success.

Work Schedule

Shift timing for this position is from 1:30 p.m. to 10:30 p.m.

Key Responsibilities

• Deliver well-crafted, high-quality proposals promptly for institutional and private client sales teams.
• Gain expertise in a diverse array of public and private investment strategies while collaborating with subject matter experts from portfolio management and investment operations.
• Efficiently manage time and projects with meticulous attention to detail.
• Prepare and finalize Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for all affiliates under the CC&L Financial Group, closely liaising with experts across business functions.
• Create new proposal responses and suggest improvements that add value to existing RFP materials.
• Maintain and oversee an organized RFP response database to ensure uniformity across marketing documents.
• Support the generation and upkeep of various reports and documentation necessary for RFP processes.
• When necessary, assist with updating and managing data in external investment and consultant databases.

Qualifications and Skills

• Educational background in Finance or equivalent, accompanied by a genuine enthusiasm for the investment sector.
• Beneficial experience ranges from two to four years within institutional investment firms, banks, or trust companies; possession of relevant industry certifications is an advantage.
• Strong verbal and written communication skills enabling clear articulation and collaborative problem-solving.
• A cooperative team member who values contributing to and supporting a motivated, high-achieving group.
• A positive, ambitious, and sharp-minded individual eager to enhance processes and implement innovative solutions.
• Proficiency in Microsoft Office suite.

Employee Benefits & Culture

• Engagement in a community that promotes inclusion, flexible work arrangements, social events, volunteer opportunities, and corporate social responsibility.
• Support for professional growth with continuous learning budgets, paid study days, and encouragement for professional accreditations.
• Comprehensive recognition and reward system including competitive compensation, retirement savings plans, wellness benefits, enhanced parental leave, and broad health coverage.

Equal Opportunity Commitment & Accessibility

The company is dedicated to an inclusive hiring process and encourages applications from individuals with disabilities, providing accommodations as needed throughout recruitment stages. Contact with the recruitment team is available for accommodation requests.

Recruitment Practices

Artificial intelligence tools may assist in certain recruitment phases to support human decisions but do not replace human judgment.