Proposal Analyst
Job Description
Description
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada’s top asset management firms? We are looking for aProposal Analyst to join the Proposal and Consultant Database Team. 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!
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.
Key responsibilities include:
- 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,
Company
Connor, Clark & Lunn group
Location
Toronto
Country
Canada
Salary
100.000
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