Proposal Analyst at CC&L Financial Group (Toronto)

Proposal Analyst at CC&L Financial Group (Toronto)

04 Aug
|
Connor, Clark u0026 Lunn Financial Group
|
Toronto

04 Aug

Connor, Clark u0026 Lunn Financial Group

Toronto

Join CC&L; Financial Group as a Proposal Analyst and enhance your skills in investment products. Gain experience preparing RFPs while thriving in a collaborative hybrid work model. As a Proposal Analyst on the Proposal and Consultant Database Team, you will leverage your finance background and 2-4 years of relevant experience to drive the RFP process. Collaborate with subject matter experts to develop high-quality responses and maintain an organized response database.

Your role supports both team achievements and personal growth in the competitive investment sector. Key Responsibilities:

- Prepare RFPs, RFIs, DDQs for CC&L; affiliates
- Draft responses and recommend enhancements
- Maintain an RFP response database
- Assist with reports and files for RFP support
- Update external investment databases as needed Requirements:
- Finance Degree or equivalent required
- 2-4 years in an institutional investment environment
- Robust verbal and written communication skills
- Team-oriented problem solving approach
- Proficient in Microsoft Office applications Drive your career forward as a Proposal Analyst with CC&L; Financial Group while improving processes and implementing solutions.

📌 Proposal Analyst at CC&L Financial Group (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto

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