Proposal Specialist
Connor, Clark & Lunn Financial Group Ltd.Gurugram, Haryana, India · Posted 2 months agoDescription
We are looking for a Proposal Specialist to join the Proposal and Consultant Database Team in India. 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!
Shift Timings: 1:30p.m. to 10:30p.m.
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.
- 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.
#LI-HYBRID #LI-MP1
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.
Similar jobs
Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…
We are looking for a Retail Portfolio Operations Analyst to join our Gurugram-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is a…
When you join the Institutional Portfolio Operations (IPO) team as a Specialist, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of ind…
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 c…
Interested in joining a top performing asset manager? We’re looking for an experienced Market Onboarding Analyst to join the Product Transitions team. The team oversees the operational set up, launch, and restructure of…
We are looking for a Specialist, Investment Data Management to join our Investment Data & Analytics team. This is a fantastic opportunity to be part of a dynamic strategic team whose scope and importance continue to…
When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of indivi…
We are looking for an Assistant Manager, Information Systems to join our Gurugram based Information Systems team. As passionate IT professionals, we are faced with complex problems that are ideally solved through technol…
We are looking for an Manager, IT Operations to join our Information Systems group. The Information Technology (IT) team resides within the Information Systems group and is responsible for the management, operations, mai…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Talent Acquisition Specialist for an existing vacancy to join our Talent Acquisition team. This is an exciting opportunity…
When you join the Institutional Portfolio Operations (IPO) team as a Analyst, you are joining a group of tightknit, energetic, and social individuals, who together have a direct impact on the investment success of indivi…
We are looking for an Assistant Manager, Portfolio Compliance to join our Portfolio Compliance Team at Connor, Clark & Lunn Financial Group. Compliance plays a critical role in the investment process and in this posi…
Senior Analyst, Institutional Portfolio OperationsConnor, Clark & Lunn Financial Group Ltd.Gurugram, IndiaWhen you join the Institutional Portfolio Operations (IPO) team as a Senior Analyst, you are joining a group o…
We are looking for a Portfolio Compliance Analyst to join our Portfolio Compliance Team at Connor, Clark & Lunn Financial Group in Gurugram, India. Compliance plays a critical role in the investment process and in th…
The Information Technology (IT) resides within the Information Systems group and is responsible for the management, operations, maintenance, cloud technology and security for the IT infrastructure that supports the organ…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Systems Analyst to join our Information Systems team. We are a passionate team that resolves complex problems by applying t…
The Trade Support Group (TS) resides within Connor, Clark & Lunn Financial Group’s (CC&L’s) Investment Resource Group (IRG) and is responsible for all aspects of post trade processing for client’s portfolios. Fun…
Connor, Clark & Lunn Financial Group (CCLFG), one of Canada’s leading asset managers, is seeking an Information Security Analyst to join our Center of Excellence (CoE) – Information Security in Gurugram.The Informati…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Senior Salesforce Developer who will play a key role in designing and implementing tailored solutions on the Salesforce platform t…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Developer who will play a key role in designing and implementing tailored solutions on the Salesforce platform that del…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Trade Support Analyst to join the team. This is a fantastic opportunity to work in a global trade operations environment, support our Portfolio Man…
The Yardi Application Specialist is responsible for Tier 1 and Tier 2 operational support of the Yardi platform within a diversified asset management business. Yardi supports both investment accounting for alternative fu…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…
We are looking for a Retail Portfolio Operations Analyst to join our Vancouver-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is…
Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Manager for an existing vacancy on our Performance Attribution Solutions (PAS) team, with members across Vancouver, T…
Interested in joining a growing team focused on how environmental, social and governance (ESG) issues are addressed at the companies in which CC&LFG affiliates invest? We are looking for a Stewardship & Engagemen…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Trade Support Analyst for an existing vacancy in our Trade Support team. This is a fantastic opportunity to work in a global trade operations envir…
CC&L Financial Group is seeking an Intern to join our IT Operations team in Gurugram for a 6-month term! In this role you will serve as the first point of contact for colleague support across technology, business app…