Enhance client relationships with our Institutional Asset Management team as an Analyst in Toronto. This role focuses on managing proposals, collaborating on investment strategies, and ensuring timely client deliverables.
As an Analyst/Associate, you will contribute to the Institutional Client Experience while working closely with institutional investors on tailored investment solutions. Your responsibilities will include proposal management, editing, and communication with clients to ensure their requirements are met and deadlines are honored.
Key Responsibilities:
• Manage and complete customized proposals and questionnaires
• Coordinate proposal huddles, assigning deadlines and deliverables
• Write, proofread, and format proposal content accordingly
• Ensure timely submission of all proposals
• Collaborate on complex proposals with the Asset Management team
Requirements:
• Bachelor’s degree in Commerce, Finance, or related field
• 2–3 years of investmen...