About this role
Consulting Analyst at NFP Corp. Location: Windsor, Connecticut, United States. Role: evaluating portfolio, analyzing allocation, developing reports Requirements: Bachelor's degree required (Finance or Economics preferred), 2+ years investment-related experience, proficiency with Microsoft Suite and CRM, knowledge of capital markets, and familiarity with AI-enabled productivity tools. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Suite, CRM, custody portals, Copilot Certifications: cfa Commitment: Full Time Workplace: Hybrid Languages: English