Analyste, Propositions/Proposal Analyst
Connor, Clark & Lunn Financial Group Ltd.Montréal, Quebec, Canada · Posted 16 days agoDescription
Vous souhaitez vous joindre à l’une des plus importantes sociétés de gestion d’actifs au Canada? Nous sommes à la recherche d’un Analyste, Propositions qui se joindra à l’équipe de proposition et de base de données des consultants. Si vous aimez en apprendre plus sur différents produits de placement, si vous trouvez intéressant de remporter de nouveaux mandats et si vous vous épanouissez dans un environnement qui évolue rapidement, songez à vous joindre à notre équipe. Vous ferez partie d’un groupe de personnes dynamiques et sociables qui travaillent en équipe et qui veulent réussir!
- Préparer et remplir les demandes de propositions, les demandes de renseignements et les questionnaires de diligence raisonnable pour toutes les sociétés affiliées du Groupe financier CC&L. Pour ce faire, vous devrez travailler en étroite collaboration avec des spécialistes de tous les secteurs d’activité.
- Rédiger de nouvelles réponses et recommander des améliorations à valeur ajoutée pour les réponses aux demandes de propositions existantes.
- Tenir à jour et administrer une base de données de réponses aux demandes de propositions et assurer l’uniformité de tous les documents de marketing.
- Contribuer à la préparation et à la mise à jour de divers rapports et dossiers nécessaires au processus de demande de propositions.
- Contribuer à la mise à jour et au maintien de diverses bases de données externes sur les placements et les consultants, au besoin.
- Vous détenez un diplôme en finance ou l’équivalent et avez un intérêt véritable pour le secteur des placements.
- De deux à quatre ans d’expérience dans une société de placements institutionnels, une banque ou une société de fiducie seront bénéfiques à votre réussite. La réussite de cours pertinents dans le secteur serait également un atout.
- Vous pouvez vous exprimer clairement oralement et par écrit et travailler avec les autres pour résoudre des problèmes complexes.
- Vous vous engagez à contribuer et à soutenir une équipe de personnes qui partagent votre point de vue et qui sont motivées par des normes élevées.
- Vous êtes une personne avisée, ambitieuse et enthousiaste qui cherchera à améliorer les processus existants et à mettre en œuvre des solutions créatives.
- Vous avez une connaissance pratique des applications Microsoft Office.
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!
What You Will Do
- 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
- 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. 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.
#LI-Hybride #LI-JB1
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
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.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.
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