19 Aug
|
Connor, Clark u0026 Lunn Financial Group
|
Toronto
19 Aug
Connor, Clark u0026 Lunn Financial Group
Toronto
Elevate your career as a Proposal Analyst with CC&L; Financial Group in a hybrid work environment. Collaborate with peers and excel in preparing RFPs and enhancing marketing materials. This role in the Proposal and Consultant Database Team seeks a driven individual with a finance degree and 2-4 years of experience in the investment sector.
You will work closely with business experts to draft and refine RFP responses, ensuring a cohesive marketing strategy. Your contributions will directly impact the team's success in securing new business opportunities. Key Responsibilities:
- Prepare RFPs, RFIs, DDQs for affiliates
- Recommend enhancements to responses
- Administer and maintain the RFP database
- Prepare various reports to support RFPs
- Maintain external investment and consultant databases Requirements:
- Bachelor's degree in Finance or related field
- 2-4 years in institutional investment firms
- Clarity in communication, both verbal and written
- Team-oriented mindset for solving complex issues
- Knowledge of Microsoft Office essential Become a vital part of a high-performing team and make a meaningful impact at CC&L; Financial Group.
📌 Join Our Hybrid Proposal Analyst Team (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Toronto