Consulting Analyst

NFP Corp•Windsor, CT

3d•Hybrid

About The Position

The Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s Defined Contribution client portfolios, aligning with our mission of helping clients prosper.

Requirements

Bachelor’s degree required with a preferred concentration in Economics or Finance
Two (2) to five (5) years of investment consulting or investment-related work experience
Proficiency in Microsoft Suite
Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
Intellectual curiosity about investments, asset allocation, and portfolio structure
Fundamental knowledge of retirement plans (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
Thoughtful ability to establish rapport and build relationships.
Demonstrates the ability to thoughtfully adopt firm‑approved analytical tools (including AI‑enabled solutions) to improve efficiency, accuracy, and service scalability while maintaining strong judgment and attention to detail.
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

Experience with servicing Institutional clients in a Discretionary Outsourced CIO (“OCIO”) servicing framework is a plus
Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
Familiarity with AI‑enabled productivity or analytical tools (e.g., Copilot, large language model–based assistants, automation tools, or analytical copilots) to support research, drafting, reconciliation, summarization, or quality control of analytical outputs.
Ability to critically review, validate, and refine AI‑assisted outputs, ensuring accuracy, consistency, and alignment with fiduciary and firm standards.
CFA candidate is a plus

Responsibilities

Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions
Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis
Collaborate with Investment Research in developing solutions for client portfolios
Develop fiduciary governance materials in preparation for quarterly reporting
Analyze and create customized components for client reports and supplemental meeting materials as needed
Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients
Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables
Respond to periodic audit requests for investment-related data and analysis
Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
Interact with and proactively communicate with Investment Consultants on all client matters and related projects
Attend and present at client meetings in a supporting role on occasion
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