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Financial Analyst Financial Consultant

Wealth Portfolio Analyst: Asset Allocation & Insights

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: NFP Corp
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Stamford seeks a Portfolio Analyst to analyze and optimize client investment portfolios. The role involves working with various software tools to provide insights on asset allocations and perform due diligence on investment choices. Strong analytical skills and attention to detail are essential, alongside excellent communication abilities to liaise effectively with clients and internal teams.

Ideal candidates should have a keen interest in financial markets and investment strategies.
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