Proposal Specialist

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

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 [email protected] 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.

Apply Now

First Name *

Last Name *

Email *

Phone

Preferred First Name

Resume/CV *

Cover Letter

LinkedIn Profile

Website

Are you legally eligible to work in the country of the role you are applying to? *

Have you been employed by Connor, Clark & Lunn Financial Group or any associated affiliates in the past? *

What notice period are you required to provide your current employer? *

What is your current compensation in Lakhs (₹) per annum? *

What is the bonus component for your current role in Lakhs (₹) per annum? (if applicable)

What is your desired compensation for this role in Lakhs (₹) per annum? *

Why are you looking to leave your current role? *

What is your motivation for wanting to join Connor, Clark & Lunn Financial Group? *

Are you willing to relocate to Gurugram (if not already residing in Delhi/Gurugram)? *

Are you comfortable working on a Hybrid work model? (3 days in office) *

Please select which shifts throughout the day you are available and comfortable working. (Select all that apply) *

Early morning Afternoon Evening All of the above

Please share any limitations to the above, if applicable. *

Acknowledgement of Privacy Policy *

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy https://cclfg.cclgroup.com/privacy-confidentiality/. I consent to CC&L processing my personal data as described in the Privacy Policy as summarized below, including to the transfer of my personal data to third parties located outside of my jurisdiction, and I understand my privacy rights and choices.

I acknowledge that I have read and understood the CC&L Financial Group Privacy Policy.

Review and acknowledge how we handle your data *

The CC&L Financial Group entity to which you are applying is the data controller for the personal data you provide during the recruitment process and can be contacted at [email protected]. We process personal data about you to manage our recruitment activities, including evaluating your suitability for employment. By completing the acknowledgement above, you consent to this processing. In applicable jurisdictions, other lawful bases for this processing are: (i) legitimate interests, to collect and review application information, shortlist, conduct interviews and assessments, and verify candidates; and (ii) contract, where you have accepted a job offer and we need to take steps prior to entering into a contract of employment. We collect personal data directly from you when you apply for a role and may also obtain personal data about you from other sources, including recruitment agencies, employee referrals, and professional networking sites, where permitted by applicable law. Your personal data may be shared within our group, with third parties who provide services to us (including Greenhouse Software, Inc., a cloud services provider located in the U.S. engaged to help manage our recruitment process), and where required by law. Where your personal data may be transferred outside of your state/province/region or internationally, appropriate safeguards are in place in accordance with applicable data protection law. Your personal data will be retained for the duration of the recruitment process and for a period following the conclusion of the recruitment process, including for the purpose of considering you for future employment opportunities, contacting you about such opportunities, or as otherwise outlined in our Privacy Policy, in accordance with data protection laws. You have various rights under applicable data protection law depending on where you live, including the right to access, correct, delete or restrict processing of your personal data, and to receive your data in a portable format. You may also object to processing or retention in some circumstances and, where we have asked for your consent, withdraw it at any time. These rights may be limited in certain circumstances. If you have any concerns about how we handle your personal data or would like more information about what rights you have, please contact us at [email protected] in the first instance. You also have the right to lodge a complaint with your local supervisory authority. For UK applicants, this is the Information Commissioner's Office. For full details on how we process your personal data please see our Privacy Policy at https://cclfg.cclgroup.com/privacy-confidentiality

I consent

What is your current location? *

Proposal Specialist

Connor, Clark & Lunn Financial Group Ltd. · Gurugram, Haryana, India

Thank you for applying.

Ready to learn more?

Let’s talk.

Proposal Specialist

Connor, Clark & Lunn Financial Group Ltd. · Gurugram, Haryana, India

Other opportunities

Thank you for applying.

Ready to learn more?

Let’s talk.