Proposal Analyst Role with CC&L Financial (British Columbia)

Proposal Analyst Role with CC&L Financial (British Columbia)

18 Aug
|
Connor, Clark & Lunn Financial Group
|
British Columbia

18 Aug

Connor, Clark & Lunn Financial Group

British Columbia

CC&L; Financial Group seeks a Proposal Analyst excited about investment products and winning new business. This hybrid role involves preparing RFPs and collaborating with a vibrant team.

As part of the Proposal and Consultant Database Team, the Proposal Analyst position provides a unique prospect to engage with various business areas. Your main focus will include preparing RFPs, enhancing documentation responses, and ensuring consistency in marketing materials. You will also assist in maintaining reports essential for the RFP process.

Key Responsibilities:
• Prepare and complete RFPs and RFIs for all affiliates
• Draft advanced responses and improvements
• Maintain the RFP response database effectively
• Assist in preparing necessary reports and files
• Update external investment and consultant databases as needed

Requirements:
• Finance Degree or equivalent essential
• 2-4 years' relevant experience in investment
• Excellent articulation skills, both verbal and written
• Supportive and ambitious team player
• Proficient in Microsoft Office Suite

Bring your enthusiasm and expertise to elevate CC&L;’s business opportunities in the investment landscape.
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📌 Proposal Analyst Role with CC&L Financial (British Columbia)
🏢 Connor, Clark & Lunn Financial Group
📍 British Columbia

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