Analyste, Propositions/Proposal Analyst

Connor, Clark & Lunn Financial Group Ltd. • Montreal, QC

9h • Hybrid

About The Position

Interested in joining one of Canada’s top asset management firms? We are looking for a Proposal Analyst to join the 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!

Requirements

• You have a Finance Degree or equivalent and a genuine interest for the investment industry.
• 5 – 7 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success.
• 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.

Nice To Haves

• Completion of relevant industry courses would also be an asset.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level