Analyste, Propositions/Proposal Analyst
On-siteMontréal, Quebec, Canada
Montréal, Quebec, CanadaOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Prepare and complete RFPs, RFIs, and DDQs for all CC&L Financial Group affiliates by collaborating closely with subject matter experts. Draft new responses and recommend value-added enhancements to existing RFP submissions. Maintain and administer an RFP response database while ensuring consistency across all marketing materials. Assist with preparing various reports and files required to support the RFP process, as well as updating external investment and consultant databases. This role supports the Proposal and Consultant Database Team within one of Canada's top asset management firms.
Required Qualifications
- Finance Degree or equivalent
- genuine interest for the investment industry
- articulate yourself clearly verbally and written
- working knowledge of Microsoft Office applications
Desired Qualifications
- 5 – 7 years of experience in an institutional investment firm, bank or trust company
- Completion of relevant industry courses
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