23 Aug
|
Connor, Clark u0026 Lunn Financial Group
|
Vancouver
23 Aug
Connor, Clark u0026 Lunn Financial Group
Vancouver
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 environment. Contribute to winning recent 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.
📌 Proposal Analyst for Investment Products (Vancouver)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Vancouver