Found Description
Become an Investment Proposal Analyst at CIBC in Toronto, specializing in client-focused solutions. This dynamic role centers on proposal management and enhancing the institutional client experience.
You will work with Institutional Asset Management to create and manage tailored RFPs, RFIs, and DDQs. This position also entails database management, handling client inquiries, and fostering cross-functional relationships to promote excellent service delivery.
Key Responsibilities:
• Complete and oversee investment management proposals
• Maintain content in investment management databases
• Ensure timely client deliverables and compliance
• Engage in continuous improvement initiatives to boost efficiency
• Create presentations and materials for client engagement
Requirements:
• Bachelor's degree in Finance, Commerce, or Data Science
• 2–3 years of experience in the investment industry
• Bilingual with strong English and French communication
• Proficiency...
You will work with Institutional Asset Management to create and manage tailored RFPs, RFIs, and DDQs. This position also entails database management, handling client inquiries, and fostering cross-functional relationships to promote excellent service delivery.
Key Responsibilities:
• Complete and oversee investment management proposals
• Maintain content in investment management databases
• Ensure timely client deliverables and compliance
• Engage in continuous improvement initiatives to boost efficiency
• Create presentations and materials for client engagement
Requirements:
• Bachelor's degree in Finance, Commerce, or Data Science
• 2–3 years of experience in the investment industry
• Bilingual with strong English and French communication
• Proficiency...