Opportunity Description
Explore an impactful Analyst role focused on Institutional Client Solutions in Toronto. This position emphasizes proposal management and client communication across investment strategies.
As an Analyst/Associate in the Institutional Asset Management division, you will play a critical role in shaping investment proposals that cater to institutional clients. Your primary tasks will involve managing proposal timelines, ensuring client queries are addressed, and collaborating to refine investment solutions.
Key Responsibilities:
• Manage proposals including Requests for Information and Due Diligence
• Coordinate proposal meetings and assign tasks for efficiency
• Write and edit competitive proposal content
• Ensure consistent submission according to deadlines
• Collaborate with the team on investment strategies and recommendations
Requirements:
• Bachelor’s degree in a relevant field, such as Finance
• 2–3 yea...
As an Analyst/Associate in the Institutional Asset Management division, you will play a critical role in shaping investment proposals that cater to institutional clients. Your primary tasks will involve managing proposal timelines, ensuring client queries are addressed, and collaborating to refine investment solutions.
Key Responsibilities:
• Manage proposals including Requests for Information and Due Diligence
• Coordinate proposal meetings and assign tasks for efficiency
• Write and edit competitive proposal content
• Ensure consistent submission according to deadlines
• Collaborate with the team on investment strategies and recommendations
Requirements:
• Bachelor’s degree in a relevant field, such as Finance
• 2–3 yea...
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