Proposal Analyst

Connor, Clark & Lunn Financial Group Ltd.; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

Connor, Clark & Lunn Financial Group Ltd. is seeking a Proposal Analyst to join the Proposal and Consultant Database Team in a hybrid capacity.

You will prepare and complete RFPs, RFIs, and DDQs for CC&L affiliates, working with subject matter experts across business areas to deliver high-quality responses. The ideal candidate has a Finance Degree or equivalent and 2–4 years in an institutional investment setting, with strong verbal and written communication and a collaborative mindset.

Qualifications

• Finance degree or equivalent and a genuine interest in the investment industry.
• 2–4 years of experience in an institutional investment firm, bank or trust company would be beneficial.
• Clear verbal and written communication and ability to work well with others to resolve complex issues.
• Committed to contributing to a team of like-minded individuals who are driven and have high standards.
• Ambitious and enthusiastic to improve existing processes and implement creative solutions.

Responsibilities

• Prepare and complete RFPs, RFIs, and DDQs for CC&L Financial Group affiliates, coordinating with subject matter experts from all business areas.
• Draft new responses and recommend value-added enhancements to existing RFP responses.
• Maintain and administer an RFP response database and ensure consistency across all marketing materials.
• Assist with preparation and maintenance of reports and files required to support the RFP process.
• Assist with updating and maintaining external investment and consultant databases, if required.

Skills

Communication

Teamwork

Education

Finance Degree or equivalent

Tools

Microsoft Office

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our 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! Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.

What You Will Do

• Preparing and completing RFPs, RFIs, 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 the 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

• You have a Finance Degree or equivalent and a genuine interest for the investment industry.
• 2-4 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success. Completion of relevant industry courses would also be an asset.
• You can articulate yourself clearly verbally and written and work well with others to resolve complex issues.
• You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
• You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• You have working knowledge of Microsoft Office applications.

The salary range for this position is $70,000-$90,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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

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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.