Join CC&L; Financial Group as a Proposal Analyst, where you'll work in a hybrid model to prepare RFPs and enhance responses. Dive into investment products while collaborating with a dynamic team.

This is an exciting prospect to contribute to the Proposal and Consultant Database Team at CC&L; Financial Group. As a Proposal Analyst, you will prepare and complete RFPs, RFIs, and DDQs, working closely with various subject matter experts. Your role will also involve maintaining databases and ensuring the consistency of marketing materials across all affiliates.

Key Responsibilities:
• Prepare RFPs, RFIs, and DDQs for CC&L; affiliates
• Draft new responses and recommend enhancements
• Administer a consistent RFP response database




• Support report preparation for the RFP process
• Maintain external investment and consultant databases

Requirements:
• Finance Degree or equivalent required
• 2-4 years’ experience in investment firms or banks
• Strong verbal and written communication skills
• Commitment to high standards and team support
• Proficiency in Microsoft Office applications

Bring your skills to a vibrant team and contribute to CC&L;'s success in the investment sector.
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📌 Hybrid Proposal Analyst at CC&L Financial (British Columbia)
🏢 Connor, Clark & Lunn Financial Group
📍 British Columbia