Proposal Analyst

Full-time, Permanent


5 days ago in Administrative and Office Support

Job Description:

Our client within financial services requires a Proposal Analyst to join their team. 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 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.


  • Investment Knowledge: You have a Finance Degree and a genuine interest for the investment industry. 3-5 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.


To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey;

If you are already registered with TDS Personnel please contact your Consultant.


TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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