Asset Management Finance

Greetings! I am an Excel guru with 15 years of experience. I am well-versed in macro and Visual Basic, PivotTables and PivotCharts, and I work with quality, not speed as my goal. I hold both Bachelor of Business Administration and Master of Business Administration degrees. None of the work I do is ever outsourced. I would like to work with you on this project, and I invite you to contact me via www.Freelancer.com to discuss specifics. Thank you in advance. Gregory Bair 1

Hi there, I can work on this for you. I have ~10 years experience supporting big IBs and am familiar with the process and calculations. Look forward to hear from you. Thanks, RRC

Dear Sir/Madam, I’m happy to help you on this task. I’ve read your brief and happy to discuss the project in more detailed. I am highly qualified for this project and have already done lots of similar portfolio optimization templates for various clients and students. If you'd like to view my qualifications, experience and previous work, take a look at my Freelancer Portfolio, and if you are comfortable with those please contact me. I assure you that I will go beyond your expectations. I look forward to hearing from you. Best regards,

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh

Hi I would like to work for you. I am professionally qualified accountant (equivalent to CPA of USA) with national merit and years of experience in Accounting and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hear from you. Best Regards / Sanjib

I am business consultant focusing on finance analysis. For one of my clients I've already created an asset optimization model. Though this model is not reusable (due to unconventional data entry and optimization target) the experience is directly applicable to your project. I have background in math and advanced Excel skills. Also I've got strong skill in finance and modern portfolio theory techniques proven by passing CFA level 2 exam. Price is negotiable -- let's have a chat on specifics of your task

I am CPA from the Philippines. I have more than 7 years of experience in the field of Accounting, Finance and Tax. I have also worked before in oDesk for three years but had to stop because I accepted a full time work here in the Philippines. I have experience in Quickbooks Pro, Quickbooks Online and SAP Business One. I can assure you that I will give my best to this engagement if ever hired. I am also a CFA level 1 Candidate

I have just completed Financial Modelling course as part of MBA at IIM Calcutta in Finance. I have cleared CFA Level 2.

I am bidding on this project because I know that I will give you the best quality of work. Am confident that I will deliver it on time. Timely and plagiarism free. Please consider me you will not regret. I will strictly adhere to your instruction. I know different writing styles, updated. Samples of my previous work are in my portfolio.

I have experience as a Data Analyst in Asset Management JP Morgan Chase. AUG 2013 – AUG 2014 IT RISK ANALYST JP Morgan Chase, Asset Management, London • to establish the framework for the protection of JPMC information assets through security architecture, policies, standards, risk assessments, monitoring, certification and technology; • to develop, design and monitor corporate-wide programs and awareness and act as a liaison between management and Lines of Business, or within the Lines of Business regarding information security issues and planning; • to implement information risk processes, execute and monitor risk related procedures; • to promote risk policy awareness and tracks and reports on risk compliance in line with established IT Control policies, processes and procedures; • to maintain and compile the existed reports, and to devise the new reports using Microsoft SQL Server Report Builder; • to assist in the Request for Proposal in the Firmwide Enterprise Risk Management Solutions. Main achievements: 1) I have created five unique templates for each line of business with the data export from the SQL database. The templates are intended for using by 25000+ users for the internal risk management project. Each template is an End User Excelbased tool which contains auto populated lists for every cell from 80+ tables interconnected by advanced formulas and functions. 2) I have created two firmwide Computer Based Trainings for the internal risk management project: Genera

A proposal has not yet been provided

Given my commitment to results, my eclectic and international education and work experience in investment banking, wealth management, endowment management, accounting, as an entrepreneur and as a financial analyst, I developed strong interpersonal, research and analytical skills that I would like to put to work for your project. My expertise in MS Office, finance, accounting, mathematics, economics, biology, French, German, English, psychology and problem-solving, and the writing and critical thinking skill-set I developed during my Bachelor of Arts degree have allowed me to acquire the holistic knowledge and skill-set to create the most value for your project.

Hi, I will do the task provided the opportunity. I have great skills in portfolio management and also using the conversant with the with mean variance management system using excell. Feel free to contact me for more details

A proposal has not yet been provided

ABOUT ME I am a CFA charterholder and an ex-Investment Banker with 4yrs of experience at a leading bank's London office. For those 4 years I have worked with Excel day in and day out - building complex financial models and analyzing data. I have been formally trained in MS Excel and its application to financial decision making at the Investment Bank. I hope this prior experience gives you confidence that I possess the necessary domain knowledge to help you with this project (portfolio management, statistics, finance, ms excel). Beyond running the numbers and getting the output right, I also focus on good database/spreadsheet design. I ensure that the Excel is adaptable, usable, and anticipates user error. YOUR PROJECT While we can discuss the details, this is how I see the project to be: - Existing series of historical values of assets (perhaps from Bloomberg) - Calculation of mean, std dev, variance and covariances over the selected historical period - Building a var-covar matrix - Output: an optimal portfolio based on one of the three criteria (most likely no short positions?): a. Max possible return at an accepted level of risk b. Lowest possible risk at an expected level of return c. Portfolio with the highest sharpe ratio MY RATES As a newbie to Upwork, I am happy to offer these special discounted rates. MY PORTFOLIO All my work that is relevant to this project is confidential and cannot be shared. Hope my prior experience weighs in here :)

Experience in mean-variance optimisation from dissertation. Able to create excel-based MV-opt Experienced data processing skills as a quantitative research candidate. Detail-mind with high discipline.