Proposal Analyst

CC&L Infrastructure; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading asset management firm in Toronto is seeking a Proposal Analyst to join their Proposal and Consultant Database Team. The ideal candidate will possess a finance degree and have 2-4 years of experience in the investment industry. Responsibilities include preparing proposals and maintaining an RFP database. This position emphasizes collaboration and communication, ideal for individuals who thrive in a fast-paced environment.

Qualifications

• 2-4 years of experience in an institutional investment firm, bank, or trust company.
• Completion of relevant industry courses is a plus.

Responsibilities

• Deliver high-quality proposals in a timely manner for sales teams.
• Prepare and complete RFPs, RFIs, and DDQs.
• Maintain an RFP response database and ensure consistency across marketing materials.

Skills

Investment Knowledge

Collaborative Communication

Team Player

Computer Skills

Education

Finance degree or equivalent

Tools

Microsoft Office applications

Job description

Overview

Proposal Analyst

Connor Clark & Lunn Financial Group Ltd.

Toronto, ON

Interested in joining one of Canada's top asset management firms? We are looking for a Proposal Analyst to join the Proposal and Consultant Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic social individuals who work as a team and want to succeed.

What You Will Do

In this role you will deliver high quality proposals in a timely manner for the institutional and private client sales teams. You will learn about a broad range of public and private investment strategies and coordinate with subject matter experts in portfolio management and investment operations. Time management, project management, and attention to detail are required to be successful in this role.

Key responsibilities

• Preparing and completing RFPs, RFIs, and DDQs for all CC&L Financial Group affiliates; this involves working closely with subject matter experts from all business areas.
• Drafting new responses and recommending value-added enhancements to existing RFP responses.
• Maintaining and administering an RFP response database and ensuring consistency across all marketing materials.
• Assisting with the preparation and maintenance of various reports and files required to support the RFP process.
• Assist with updating and maintaining various external investment and consultant databases if required.

What You Bring

• Investment Knowledge: You have a Finance degree or equivalent and a genuine interest in the investment industry.
• Experience: 2-4 years of experience in an institutional investment firm, bank, or trust company; completion of relevant industry courses is a plus.
• Collaborative Communication: You can articulate yourself clearly verbally and in writing and work well with others to resolve complex issues.
• Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
• Positive Attitude: You are sharp, ambitious, and enthusiastic and will seek to improve existing processes and help implement creative solutions.
• Computer Skills: Working knowledge of Microsoft Office applications.

About Connor Clark & Lunn Financial Group

At CC&L Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and make an impact.

With more than 40 years of history and offices across Canada, the US, the UK, and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients.

For a closer look at how you can build your career with us, we invite you to explore.

Equal Opportunity

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

How to Apply

To apply for this position, please submit your resume and cover letter as one PDF.

Note

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. Recruitment agencies will not be accepted.

Details

Employment Type: Full Time

Experience: 2-4 years (typical)

Vacancy: 1