Proposal Specialist

Connor, Clark & Lunn Financial Group (CC&L); Gurugram District; On-site; INR 600,000 - 800,000; Full time

Job summary

Connor, Clark & Lunn Financial Group (CC&L) in India seeks a Proposal Specialist to support the Proposal and Consultant Database Team. You will be responsible for producing timely, high-quality proposals for institutional and private client sales teams.

Work involves learning a broad range of investment products, coordinating with portfolio management and investment operations, and maintaining a robust RFP response database.

Qualifications

• Finance degree or equivalent in a related field.
• 2–4 years of experience in an institutional investment firm, bank, or trust company.
• Strong written and verbal communication and team collaboration.

Responsibilities

• Deliver high-quality proposals in a timely manner for institutional and private client sales teams.
• Prepare RFPs, RFIs, and DDQs for CC&L affiliates with subject matter experts.
• Draft new responses and enhance existing RFP content.
• Maintain and administer the RFP database and ensure marketing materials are consistent.
• Assist with reports and files to support the RFP process; update investment databases if required.

Skills

Proposal writing

RFP management

Team collaboration

Time management

MS Office

Education

Finance degree

Tools

Microsoft Office

Job description

We are looking for a Proposal Specialist to join the Proposal and Consultant Database Team in India. 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!

Shift Timings

1:30p.m. to 10:30p.m.

What You Will Do

• In this role, you will be challenged to 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.
• 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

• Investment Knowledge: You have a Finance Degree or equivalent and a genuine interest for the investment industry.
• Experience: 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.
• Collaborative Communication: You can articulate yourself clearly verbally and written 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 a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
• Computer Skills: You have working knowledge of Microsoft Office applications.

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.