Business Development Analyst, Investments
At a glance
Mid-level Business Development role at Eedu. Toronto · full-time · CA$65,000–CA$75,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Keep CRM records current while tracking business development activity and client details
- Coordinate RFP and RFI submissions, from gathering inputs through polished, on-time responses
- Draft client presentation decks and keep the supporting slide library up to date
- Build Excel analyses for prospect and client requests, checking calculations against source data
- Research institutional investors and market developments to support competitive business development work
What you bring
- An undergraduate degree, ideally in business, commerce, or a related discipline
- Up to two years in financial services, investments, consulting, or business development
- A working grasp of Excel and confidence handling datasets
- Clear written and spoken communication, with strong attention to detail and reliable deadline management
Who this fits
You’ll suit a mid-level role focused on investment business development support, proposal coordination, analysis, and content quality. The work calls for someone comfortable contributing with a team while also handling tasks independently. The position is in Toronto, Canada, and employment-based non-immigrant visa sponsorship or assistance is unavailable.
From the employer
Join the Canadian Investments team at WTW as a Business Development Analyst and play a vital role supporting the growth and development of our Investment business. You will work alongside experienced investment professionals serving sophisticated institutional investors – including pension funds, endowments, and foundations across Canada – while building commercial, technical, and project management skills that will accelerate your career.
This dynamic role exposes you to every stage of the new business pursuit process, from preparing Request for Proposal ("RFP") responses and finalist presentations to conducting competitive analysis, developing marketing materials, and managing the CRM pipeline, with opportunities to leverage AI tools to work smarter. Join one of the industry's leading global investment consulting firms and contribute to driving the growth and success of our business, while developing your career in a supportive, collaborative, and innovative setting.
The Role
CRM & pipeline management: Update and maintain the CRM system with business development activities, ensuring accurate client information and activity records.
Proposal & RFP management: Support the end-to-end RFP/RFI process, including drafting responses, coordinating team inputs, maintaining the proposal response library, and helping ensure timely, high-quality submissions.
Finalist & client presentations: Develop initial drafts of client presentation decks tailored to client needs and company standards; maintain and update the presentation slide library.
Excel analysis & reporting: Build and maintain Excel-based analyses to support prospect and client requests, including ad hoc calculations; ensure data accuracy and alignment with source data.
Research & competitive analysis: Support analysis, client / prospect research, and tracking of market and institutional investor developments to inform business development efforts.
Document & content management: Organize and maintain business development resources with a clean folder structure and effective document tracking; collect and validate necessary documents from clients and internal stakeholders.
Quality & governance: Review and validate reports and materials for accuracy and data integrity; support internal review and compliance processes.
Efficiency & innovation: Proactively identify process efficiencies and leverage AI tools to streamline workflows and reduce manual effort.
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The Requirements
Undergraduate degree, preferably in business, commerce, or a related field
0–2 years of experience in financial services, investments, consulting, or business development
Progress towards CFA is desirable but not required
Interest in financial markets and institutional investing
Strong oral and written communication skills
Working knowledge of Excel and comfort working with datasets
Comfortable working in a team environment as well as independently
Strong attention to detail and commitment to producing high-quality work
Ability to manage time, prioritize tasks, and meet deadlines in a fast-paced environment
Familiarity with CRM systems and proposal software is an asset but not required
Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Compensation
The base salary compensation range being offered for this role is $65,000 CAD -$75,000 CAD per year.
This role is also eligible for overtime, an annual short-term incentive bonus, and performance-based recognition awards.
Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
This job posting is an advertisement for an existing vacancy.
Equal Opportunity Employer
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