Proposal Analyst at CC&L Financial Group

Explore an exciting role as a Proposal Analyst at CC&L Financial Group, a top asset manager in Canada. Embrace hybrid work while collaborating to create impactful proposals and investment responses.

This position requires a Finance Degree and 2-4 years experience in institutional investment settings. As a member of the Proposal and Consultant Database Team, you will draft RFPs and enhance existing responses while collaborating with industry experts. Your commitment and sharp analytical skills will help deliver as you work with other motivated individuals.

Key Responsibilities:

• Prepare and complete RFPs, RFIs, and DDQs

• Draft and enhance proposal responses with added value

• Maintain an accurate RFP response database

• Support with reports and documentation for RFP processes

• Update and maintain investment consultant databases when needed

Requirements:

• Finance Degree or equivalent with interest in investments

• 2-4 years experience in an investment firm or similar

• Strong verbal and written communication skills

• Ability to work collaboratively on complex issues

• Proficiency in Microsoft Office applications

Bring your enthusiasm and commitment to the Proposal Analyst position at CC&L Financial Group, where your contributions will be valued.