Explore a Proposal Analyst position with CC&L; Financial Group, where you'll combine your finance background with investment product knowledge in a hybrid work setting. Contribute to winning new business through effective RFP management.
In the Proposal and Consultant Database Team at CC&L;, this role is designed for those eager to learn about investments. You will prepare RFPs, draft responses, and maintain a coherent RFP database, collaborating closely with internal experts. This position also supports critical reporting for the RFP process.
Key Responsibilities:
• Prepare RFPs, RFIs, and DDQs for affiliates
• Draft and enhance responses for proposals
• Keep the RFP database consistent and up-to-date
• Aid in the preparation of various reports
• Assist with external investment data management
Requirements:
• Degree in Finance or relevant field
• 2-4 years of experience in finance or investment
• Strong communication skills for complex issues
• Dedicated to supporting a high-performing team
• Familiarity with Microsoft Office applications
Leverage your skills to contribute to CC&L;'s mission of excellence in the investment industry.
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📌 Proposal Analyst for Investment Products (Vancouver)
🏢 Connor, Clark & Lunn Financial Group
📍 Vancouver