Join CC&L; Financial Group as a Proposal Analyst and engage in a hybrid work environment while driving recent business through RFPs. This role allows you to collaborate with experts and enhance marketing strategies. As a Proposal Analyst at one of Canada’s top asset managers, you will play a crucial role in the Proposal and Consultant Database Team.

With 2 to 4 years of experience in an investment firm, you will prepare RFPs, draft responses, and maintain a comprehensive database. This position values team contribution and process enhancement, making it perfect for someone with a Finance Degree eager to excel in the investment industry. Key Responsibilities:

- Prepare and complete RFPs, RFIs, DDQs for affiliates
- Draft and enhance responses to existing RFPs




- Maintain RFP response database for consistency
- Support report preparation for the RFP process
- Update external investment databases as needed Requirements:
- Finance Degree or equivalent interest in investments
- 2–4 years experience in an institutional investment firm
- Strong written and verbal communication skills
- Team-oriented with high standards
- Proficient in Microsoft Office applications Elevate your career in investment management and make impactful contributions as a Proposal Analyst at CC&L; Financial Group.

📌 Proposal Analyst at CC&L Financial Group (Toronto)
🏢 Socket.dev
📍 Toronto