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Proposal Analyst

FortWood Capital LP

Full time Posted: 18 hours ago Accounting and Finance

Hiring from: Canada

  • About the Role
  • Application Form
  • About Connor, Clark & Lunn F…

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 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! Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.

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.
  • 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.
  • 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.

The salary range for this position is $70,000-$90,000. 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 for this position. Further questions may be directed to the HR team during the interview process.

Apply Now

Thank you for applying.

Your application has been received - we appreciate the time and effort you put into submitting your application. Our Talent Acquisition team is currently reviewing all applications, and will be in touch if your background aligns with what we’re looking for in this role. In the meantime, feel free to explore our careers page to learn more about life at Connor, Clark & Lunn Financial Group! - Working at CC&L | CC&L Financial Group Ltd. Warm Regards, The Talent Acquisition Team

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Acknowledgement of Privacy Policy *

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy.

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The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment. We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law. Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws. You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances. If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at https://cclfg.cclgroup.com/privacy-confidentiality

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Have you applied to any roles at Connor, Clark & Lunn Financial Group or any associated affiliates in the past 6 months?

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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 $222 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

It’s a place where you can grow your skills and contribute to our business. Learn more by exploring our website: www.cclgroup.com

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