Join CC&L; Financial Group as a Proposal Analyst and engage in a hybrid work workplace 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
Solid 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