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Senior Proposal Analyst

3 weeks ago

Toronto, Ontario, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
Interested in joining one of Canada's top asset management firms? We are looking for a
Proposal 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: 5 – 7 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.

About Connor, Clark & Lunn Financial Group
At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $167 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For a closer look at how you can build your career with us, we invite you to explore

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.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position