CC&L Financial Group Proposal Analyst Role

Explore a career as a Proposal Analyst with CC&L Financial Group, where you can make impactful contributions in the investment sector. This role features a hybrid work environment and team-based culture.

As part of the Proposal and Consultant Database Team, you’ll focus on preparing essential RFPs and collaborating closely with subject matter experts. This position allows you to enhance RFP responses, manage a database for consistency, and prepare reports critical to the RFP process.

Key Responsibilities: • Prepare RFPs, RFIs, and DDQs for affiliates • Draft responses and recommend improvements • Maintain the integrity of the RFP response database • Assist in preparing various RFP-related reports • Support the update of investment databases as needed

Requirements: • Finance Degree or equivalent, genuine interest in finance • 2 – 4 years experience within the investment industry • Clear verbal and written communication skills • Strong collaboration skills with...