Consulting Analyst

NFP Corp • Windsor, CT

3d • Hybrid

About The Position

The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper.

Requirements

• Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing, or Economics
• 2-5 Years of financial services industry experience
• Proficiency in Microsoft Suite
• Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Nice To Haves

• CFA or CFP designation, or current progress toward certification, preferred

Responsibilities

• Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm
• Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restriction
• Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis
• Collaborate with Investment Research in developing solutions for client portfolios
• Analyze and create customized components for client reports and supplemental meeting materials as needed
• Facilitate all aspects of client account administration
• Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office
• Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios
• Collaborate with Performance Analytics in developing optimal reporting solutions for clients
• Respond to periodic audit requests for investment-related data and analysis
• Interact with and proactively communicate with Investment Consultants on all client matters and related projects
• Respond to all meeting follow-up and action items in a timely and effective manner
• Maintain accurate client account and investment records in the CRM
• Respond to client and vendor requests in a timely and effective manner
• Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
• Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team

Benefits

• Equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level