Proposal Analyst
Proposal Analyst
Posted on :
18-08-2025
Employer Active
1 Vacancy
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Job Description
Proposal Analyst
Connor Clark & Lunn Financial Group Ltd.
Vancouver BC
Interested in joining one of Canadas top asset management firms We are looking for aProposal Analystto 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!
What You Will Do
In this role you will be challenged to deliver high quality proposals in a timely manner for the institutional and private client sales teams. You will learn about a broad range of public and private investment strategies and coordinate with subject matter experts in portfolio management and investment operations. Time management project management and attention to detail are required to be successful in this role.
Key responsibilities include:
- 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 You Bring
- Investment Knowledge:You have a Finance Degree or equivalent and a genuine interest for the investment industry.
- Experience: 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.
- Collaborative Communication:You can articulate yourself clearly verbally and written and work well with others to resolve complex issues.
- Team Player:You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- Positive Attitude:You are a sharp ambitious and enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
- Computer Skills:You have working knowledge of Microsoft Office applications.
The salary range for this position is $65000-$75000. The salary range provided reflects the base salary range for this position as required by legislation. In addition there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
About Connor Clark & Lunn Financial Group
At CC&L Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
For a closer look at how you can build your career with us we invite you to explore .
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender ethnicity religion sexual orientation or expression disability or age.
To apply for this position please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be telephone calls or recruitment agencies will be accepted.
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Required Experience:
IC
Employment Type
Full Time
Key Skills
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