Sales Analyst, Investments

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

Job summary

A leading investment firm is seeking a Sales Analyst to support the growth of their investment business in Canada. The role involves managing RFP proposals, maintaining CRM systems, and ensuring compliance with regulatory requirements. Join a dynamic team to drive success while developing your career in a supportive and innovative environment.

Qualifications

• 1-3 years of experience in a related field.
• Progress towards CFA desirable.
• Comfortable in a team environment.

Responsibilities

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

Skills

Oral and written communication skills

Interest in financial markets

Ability to manage time and projects independently

Education

Undergraduate degree

Tools

Excel

Job description

Join to apply for the Sales Analyst, Investments role at WTW Investments

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 be joining a team of experienced investment professionals that place the needs of our clients at the center of everything we do. This dynamic role offers the opportunity to work through all stages of the new business pursuit, 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 the success of our business while developing your career in a supportive and innovative environment.

The Role

• Manage the RFP proposal process, including drafting through proposal software, coordinating team 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 clean 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 internal stakeholders, ensuring accuracy and completeness.
• Review and validate various reports for accuracy and completeness to ensure data integrity.

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

Qualifications

The Requirements

• Undergraduate degree with 1-3 years of experience
• Progress towards CFA desirable
• Interest in financial markets
• Oral and written communication skills
• Comfortable in a team environment
• Working knowledge of Excel
• Ability to work independently and manage time and projects individually
• Ability to deliver high quality work while meeting deadlines

Equal Opportunity Employer

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development

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