Bilingual Sr. Procurement Analyst
Join a global leader in financial services and make a direct impact on institutional growth and client satisfaction.
This position supports our Distribution team by delivering the highest level of service to institutional clients—leading to new investment mandates and strong asset retention. Acting as the central hub for all RFPs, this role also provides support for consultant databases and customized client reporting. Success in this position requires strong analytical skills, excellent communication in English and French, and the ability to build relationships with both Canadian and global partners.
Key Responsibilities
1) Requests for Proposal (RFP)
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Complete RFPs using established processes and identify opportunities for continuous improvement.
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Facilitate meetings with internal partners to extract product messaging and positioning.
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Build relationships with senior investment managers (IPMs/PMs) to strengthen client presentations.
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Track response updates and maintain database accuracy.
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Conduct product research to highlight strengths and address potential weaknesses.
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Represent Canada in global RFP/Database meetings and uphold best practices.
2) Consultant Databases
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Accurately populate data into consultant databases within deadlines.
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Ensure data and messaging are regularly updated in collaboration with business partners.
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Respond promptly to ad-hoc information requests from the Distribution team.
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Support dynamic risk assessments and integrated audit processes.
3) Customized Client Reporting
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Prepare and distribute monthly and quarterly institutional client reports.
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Complete due diligence questionnaires and industry surveys.
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Deliver Compliance Certificates in line with regulatory standards.
4) Relationship Management
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Build and maintain strong partnerships with Distribution, Product, Compliance, and Finance teams.
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Collaborate with global partners across the U.S. and international offices.
5) Product Knowledge
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Maintain deep institutional product knowledge and monitor the competitive landscape.
Qualifications
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Minimum 3 years of experience in the financial services industry.
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University degree in finance or related field (or equivalent experience).
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Bilingual (English/French), verbal and written.
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Advanced proficiency in Microsoft Excel.
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CFA designation is an asset.
The Expertise You Bring
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Strong quantitative, analytical, and problem-solving skills.
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Ability to meet deadlines and work under pressure.
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High attention to detail in writing, analysis, and presentation.
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Strong relationship-building and leadership skills.
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Excellent communication skills in English and French.
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Motivated self-starter and collaborative team player.
What We Offer
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Flexible working arrangements.
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Competitive total compensation, including company RRSP contributions (no employee match required).
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Comprehensive health benefits from Day 1, with 100% employer-paid premiums.
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Home office allowance of up to $650.
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Generous paid time off,
