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Proposal Specialist

Connor, Clark & Lunn Financial Group Ltd.Gurugram🇮🇳IndiaPosted 6 Oct 2026

Why this role stands out

This hybrid role offers exciting growth potential as you dive into diverse investment products and contribute to winning new business with a reputable financial group. You'll thrive here if you possess strong analytical skills, enjoy a dynamic environment, and are eager to collaborate with an energetic and successful team. Apply today to leverage your finance background and develop your expertise in a challenging and rewarding position.

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationGurugram, India
Posted2 weeks ago
ArticulateMicrosoft OfficePortfolio ManagementProject ManagementRecruiting

Job description

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-PJ1

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

  • Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
  • Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
  • Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.


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 talentacquisition@cclgroup.com 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.

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