Sales Analyst, Investments

WTW; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

Join a leading investment firm as a Sales Analyst, Investments, where you will support business growth by managing proposals and maintaining client information. This entry-level role offers a dynamic environment with opportunities for professional development and teamwork.

Qualifications

• 1-3 years of experience required.
• Progress towards CFA desirable.
• Interest in financial markets.

Responsibilities

• Manage the RFP proposal process and ensure timely submissions.
• Update and maintain the CRM system with business development activities.
• Organize and maintain business development shared websites.

Skills

Communication

Attention to detail

Teamwork

Education

Undergraduate degree

Tools

Excel

Job description

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Description

As a Business Development Analyst on the Investments, Canada team, you will play a vital role in supporting the growth and development of our Investment business, partnering with large, sophisticated institutional investors such as pension funds, endowments, and foundations across Canada. You will join a team of experienced investment professionals who prioritize our clients' needs. This dynamic role offers opportunities to work through all stages of new business pursuits, including RFP responses, finalist presentations, marketing materials, database management, competitor analysis, as well as CRM and pipeline management.

Join one of the industry’s leading investment firms and contribute to driving our business success while developing your career in a supportive and innovative environment.

The Role

• Manage the RFP proposal process, including drafting via proposal software, coordinating responses, and ensuring timely submissions.
• Update and maintain the CRM system with business development activities, ensuring accurate client information and activity records, including meeting notes, call logs, AUM, and client categorizations.
• Organize and maintain business development shared websites with a clear folder structure, accurate metadata, and effective document tracking.
• Ensure compliance with regulatory requirements and internal policies.
• Maintain and update presentation slides and proposal response libraries.
• Develop initial drafts of client presentation decks tailored to client needs and company standards.
• Track and collect necessary documents from clients and stakeholders, ensuring accuracy and completeness.
• Review and validate reports for data accuracy and completeness to ensure data integrity.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this position.

Qualifications

The Requirements

• Undergraduate degree with 1-3 years of experience
• Progress towards CFA desirable
• Interest in financial markets
• Strong oral and written communication skills
• Comfortable working in a team environment
• Attention to detail
• Working knowledge of Excel
• Ability to work independently, managing time and projects effectively
• Ability to produce high-quality work under deadlines

Equal Opportunity Employer

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development

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