Proposal Analyst at CC&L Financial Group

CC&L Financial Group seeks a Proposal Analyst to prepare and manage RFPs in a dynamic hybrid environment. This role is perfect for those who enjoy the challenge of investment proposals.
As a Proposal Analyst, you will engage with subject matter experts to prepare essential RFPs, RFIs, and DDQs, enhancing existing materials while managing the response database. This collaborative role suits an enthusiastic professional eager to contribute to a motivated team within the investment industry.
Key Responsibilities:
• Prepare RFPs, RFIs, and DDQs accurately for affiliates
• Recommend enhancements and draft responses for RFPs
• Administer the RFP response database for consistency
• Generate reports needed for the RFP process
• Assist in maintaining investment databases when required
Requirements:
• Bachelor's degree in Finance or related field
• 2-4 years at an investment firm, bank, or trust company
• Strong written and verbal communication skills
• Team-o...