Proposal Specialist
cclfg
Proposal Specialist
cclfg· Proposals
About this role
We are looking for a Proposal Specialist to join the Proposal and Consultant Database Team in India. 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!
Shift Timings: 1:30p.m. to 10:30p.m.
What You Will Do
- 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.
- 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
- Investment Knowledge: You have a Finance Degree or equivalent and a genuine interest for the investment industry.
- Experience: 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.
- Collaborative Communication: You can articulate yourself clearly verbally and written and work well with others to resolve complex issues.
- Team Player: You are committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- 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.
#LI-HYBRID #LI-MP1
What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:
- Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
- Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
- Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
Frequently Asked Questions
Is the salary disclosed for the Proposal Specialist position at cclfg?
The salary for this Proposal Specialist role at cclfg is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Proposal Specialist position at cclfg located?
This Proposal Specialist role at cclfg is based in Gurugram, Haryana, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Proposal Specialist at cclfg belong to?
This Proposal Specialist position is part of the Proposals department at cclfg. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Proposal Specialist position at cclfg?
Click the "Apply Now" button on this page. You will be redirected to cclfg's official application portal hosted on greenhouse where you can submit your application directly.
When was the Proposal Specialist job at cclfg posted?
This Proposal Specialist position at cclfg was posted on Jun 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Proposal Specialist
cclfg
You'll be redirected to cclfg's official application page on Greenhouse.