Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic, social individuals who work as a team and want to succeed! Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.
- Preparing and completing RFPs, RFIs, DDQs for all CC&L Financial Group affiliates; this involves working closely with subject matter experts from all business areas.
- Drafting new responses and recommending value added enhancements to the existing RFP responses.
- Maintaining and administering an RFP response database and ensuring consistency across all marketing materials.
- Assisting with the preparation and maintenance of various reports and files required to support the RFP process.
- Assist with updating and maintaining various external investment and consultant databases, if required.
- You have a Finance Degree or equivalent and a genuine interest for the investment industry.
- 2 – 4 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success. Completion of relevant industry courses would also be an asset.
- You can articulate yourself clearly verbally and written and work well with others to resolve complex issues.
- You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- You are a sharp, ambitious, and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
- You have working knowledge of Microsoft Office applications.
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For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
Skills Required
- Finance degree or equivalent
- Genuine interest in the investment industry
- 2–4 years of experience in an institutional investment firm, bank, or trust company
- Clear verbal and written communication skills
- Ability to collaborate and resolve complex issues
- Team-oriented approach and commitment to high standards
- Ability to improve processes and implement creative solutions
- Working knowledge of Microsoft Office applications
- Completion of relevant industry courses
What We Do
Connor, Clark & Lunn Financial Group is a Canadian privately owned and employee-owned asset management firm. Through a multi-boutique platform and affiliated investment teams, it provides traditional and alternative investment products and services to individuals, institutional investors, and advisors. The firm offers strategies including equities and fixed income, operating across Canada, the United States, the United Kingdom, and India. Its entrepreneurial structure supports innovation and scalable investment solutions for clients worldwide.
