Join CC&L; Financial Group as a Proposal Analyst and engage in a hybrid work workplace while driving new 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)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Toronto