About this role
Consulting Analyst at NFP Corp. Location: Windsor, Connecticut, United States. Role: evaluating portfolios, developing allocations, creating reports Requirements: Bachelor's in finance/accounting/investing/economics required; 2+ years financial services experience; CFA/CFP preferred; proficiency in Microsoft Suite; knowledge of mutual funds, asset allocation, and fund manager selection; strong communication and problem-solving. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Suite, CRM Certifications: cfa, cfp Commitment: Full Time Workplace: Hybrid Languages: English