Proposal Specialist

Connor, Clark & Lunn Financial Group - Toronto, ON (8 months ago)

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Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON

Interested in joining one of Canada’s top asset management firms? We are looking for a Proposal Specialist 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 Be Doing

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.
About You
Investment Knowledge – you have an undergraduate degree and a genuine interest for the investment industry. 2-3 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 beneficial.
Collaborative Communication – you can articulate yourself clearly, both verbal and written, and work well with others to resolve complex issues. Bilingual in French would be considered an asset.
Team Player – you are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards. Everyone you have worked with has wonderful things to say about you.
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.
About Connor, Clark & Lunn Financial Group

Connor, Clark & Lunn Financial Group manages approximately $70 billion on behalf of institutional and individual clients. We believe that success in asset management is an outcome of attracting, retaining and motivating the most talented individuals in our industry.

This is best achieved by the delivery of:
A High-Quality Environment: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
An Opportunity to Succeed: To do work that has value and which presents the opportunity for professional growth and development.
Recognition and Reward: To recognize each person’s contribution and to align compensation with contribution.
Our business comprises eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes mutual funds. Connor, Clark & Lunn Financial Group partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to approximately $70 billion and over 500 people today and this has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people in our industry.

To apply for this position, please submit your resume and cover letter.

We thank all applicants in advance, but only those candidates short-listed for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.