Proposal Analyst at CC&L Financial Group

Join CC&L Financial Group as a Proposal Analyst and enhance your skills in investment products. Gain experience preparing RFPs while thriving in a collaborative hybrid work model.

As a Proposal Analyst on the Proposal and Consultant Database Team, you will leverage your finance background and 2-4 years of relevant experience to drive the RFP process. Collaborate with subject matter experts to develop high-quality responses and maintain an organized response database.

Your role supports both team achievements and personal growth in the competitive investment sector.

Key Responsibilities:

• Prepare RFPs, RFIs, DDQs for CC&L affiliates

• Draft responses and recommend enhancements

• Maintain an RFP response database

• Assist with reports and files for RFP support

• Update external investment databases as needed

Requirements:

• Finance Degree or equivalent required

• 2-4 years in an institutional investment environment

• Strong verbal and written communication skills

• Team-oriented problem solving approach

• Proficient in Microsoft Office applications

Drive your career forward as a Proposal Analyst with CC&L Financial Group while improving processes and implementing solutions.
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