Suljettu

Portfolio Analysis

Portfolio analysts will perform several duties, including:

 Conducting detailed portfolio analysis

o Track Economic Trends

 Study trends in the economy and business, such as interest

rates and stock values, which will positively or negatively

affect the value of a client’s investments

o Included in the portfolio analysis is a comparison of different

industries

o Consideration of historic trends,

o Understanding of financial metrics and regulatory/legal restrictions

that may impact the portfolio.

 Preparing reports.

o Generate portfolio analysis reports regarding investment values,

performances and trends and present this material to clients on a

regular basis.

o These reports can be generated monthly or quarterly.

o These reports might include details about investment risks, product

pricing and rate changes

o Recommending the best investment vehicles based on performance

o Knowing various investment types, such as stocks , ETFs options, and

bonds

 Conduct Investment Analysis

 Evaluate the performance investments, such as stocks and bonds, and

make recommendations to help improve performance.

 Analyze financial statements and other financial information to determine

a client’s value and assist them in making financial decisions.

 Utilize software applications that attribute portfolio performance to

individual securities or asset allocations.

 Conduct client meetings, and communicate portfolio information to clients

and client requirements to managers.

Taidot: Liiketoiminta-analyysi, Tutkimusten kirjoitus, Raportin kirjoittaminen, Rahoitus, Taloudellinen tutkimus

Tietoa työnantajasta:
( 0 arvostelua ) United States

Projektin tunnus: #23958703

20 freelanceria on tarjonnut keskimäärin 28614$ tähän työhön

topacademics

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$20000 USD 15 päivässä
(1019 arvostelua)
8.6
JonnaNueros121

I am a professional full time academic research writer fully proficient in HARVARD, APA, MLA, Chicago and Oxford writing styles. I am competent in writing dissertations, thesis, reports, case studies, personal developm Lisää

$20000 USD 60 päivässä
(662 arvostelua)
8.1
swift555

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$20000 USD 7 päivässä
(150 arvostelua)
6.8
palinco2003

I can adequately handle your task to present professional technical and fundamental financial analyses. Hello, I am a professional content writer and editor with over 13 years of experience. I have a master degree in m Lisää

$27777 USD 15 päivässä
(131 arvostelua)
6.3
coozmoobusiness

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$20000 USD 7 päivässä
(48 arvostelua)
5.8
adoriga

Greetings. Thank you for the opportunity to bid on this project. I am a finance professional with over 25 years of experience with blue-chip multinationals. More importantly, I am a CFA charterholder since 2013. As y Lisää

$44500 USD 30 päivässä
(11 arvostelua)
5.8
MyrahSK

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5.3
ConnorAd

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(27 arvostelua)
5.2
ShahzaibKhalid1

HI there, I have 7 plus years of professional experience in capital markets investment management research and analysis. I am ACCA member and FMVA (Financial Modeling & Valuation Analysts) from CFI. I can manage portfo Lisää

$20000 USD 5 päivässä
(22 arvostelua)
4.8
umg536

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$50000 USD 4 päivässä
(6 arvostelua)
4.0
mclaren83

Dear Mr/Mrs/Ms, I'm an innovative technology, financial and commercial professional with 10+ years experience in top international IT/management consulting firms, regional top banks and large global Fortune 500 multin Lisää

$25000 USD 120 päivässä
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3.1
umairahmed381

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2.2
Tonnyya

I am professional with 3 years of experience working as an equity analyst with all the skills and knowledge required for your project. Please send me a message and we can discuss it further in detail.

$35000 USD 7 päivässä
(1 arvostelu)
2.4
anviverma111

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(0 arvostelua)
0.0
maxnbda

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$20000 USD 10 päivässä
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0.0
swruble8103

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$40000 USD 120 päivässä
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0.0
nalliancetech

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$50000 USD 120 päivässä
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0.0
talented0206

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$30000 USD 7 päivässä
(0 arvostelua)
0.0
azizrahman2017

Hi, I am involved in the Indian Financial Markets for the last 15 years. I have worked as Equity & Commodity Dealer, Broker, and Research Analyst in many Stock Broking Companies. I am writing reports on Economics, Equ Lisää

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0.0
almoosaabdulaziz

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$20000 USD 10 päivässä
(0 arvostelua)
0.0