Analyst, Sales Enablement

Job summary

The Analyst supports business development by coordinating and delivering high-quality investment proposals, including RFPs and DDQs. They also act as a key resource for the sales team by maintaining databases and ensuring content accuracy across all client-facing materials.

Job details

The Analyst supports business development by coordinating and delivering high-quality investment proposals, including RFPs and DDQs. They also act as a key resource for the sales team by maintaining databases and ensuring content accuracy across all client-facing materials. Candidates must hold a bachelor's degree in business, finance, or marketing and possess 1 to 3 years of experience in an investment management or related environment. Strong writing, analytical, and project management skills are essential, along with proficiency in Microsoft Office and fluency in English and French.

What you’ll do

The Analyst supports business development by coordinating and delivering high-quality investment proposals, including RFPs and DDQs. They also act as a key resource for the sales team by maintaining databases and ensuring content accuracy across all client-facing materials.

Requirements

Candidates must hold a bachelor's degree in business, finance, or marketing and possess 1 to 3 years of experience in an investment management or related environment. Strong writing, analytical, and project management skills are essential, along with proficiency in Microsoft Office and fluency in English and French.

Benefits

• Wellness account
• Learning and development support
• Employee share purchase plan
• Performance-based rewards
• Telemedicine access
• Summer schedule program

Listed skills

• Collaboration · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• client relations · Preferred
• Microsoft Word · Preferred
• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales enablement
• Proposal management
• RFP writing
• DDQ preparation
• Project management
• Analytical skills
• Financial writing
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel
• Investment analysis
• Client relations
• Database management
• Communication
• Collaboration

Job areas

• Finance & Accounting
• Sales
• Consulting
• Administrative
• Management & Leadership

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