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CC&L Financial GroupPosted 1 month ago

Proposal Analyst

$70,000–$90,000 year

HybridToronto, Ontario, Canada

Full TimeMedium

Job Summary

Prepare and complete RFPs, RFIs, and DDQs for all CC&L Financial Group affiliates by collaborating with subject matter experts across business areas. Draft new responses and recommend value-added enhancements to existing RFP materials while maintaining and administering the RFP response database to ensure consistency in all marketing outputs. Assist with updating external investment and consultant databases and support the preparation of various reports required for the RFP process. This role operates within a hybrid model and offers a base salary range of $70,000-$90,000 plus an annual performance bonus.

Required Qualifications

  • Finance Degree or equivalent
  • genuine interest for the investment industry
  • working knowledge of Microsoft Office applications

Desired Qualifications

  • 2 – 4 years of experience in an institutional investment firm, bank or trust company
  • Completion of relevant industry courses

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