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Business & Finance accounting & finance

investment management and excel projects

$10/hr Starting at $25

I specialize as a Financial Analyst providing expert investment advisory and financial analysis services. My expertise includes developing customized investment plans tailored to individual and business financial goals. I am well-versed in various investment vehicles such as stocks, mutual funds, ETFs, and debt instruments. By conducting detailed market research and analysis, I guide clients in making informed investment decisions. I have managed diversified portfolios, balancing risk and return to optimize client outcomes, and provided strategic financial advice and personalized guidance to help clients achieve their financial objectives. 
I specialize in financial modeling, data analysis, and Excel automation, ensuring my clients receive precise and actionable insights. I can help you with a variety of projects, from financial modeling and data analysis to automating complex tasks. My skills include creating a wide variety of business, financial, and other specialized projects, tailored to meet specific client needs and enhance productivity.Additionally, I collaborate closely with clients to provide training to empower their Excel skills.

 •Knows How to analyze and invest in companies to get good returns (with financial and technical analysis) 
•Knows how to invest in ETF's and Mutual fund's too
 •I make projects, financial models in excel and manage as the consumer want in its file

About

$10/hr Ongoing

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I specialize as a Financial Analyst providing expert investment advisory and financial analysis services. My expertise includes developing customized investment plans tailored to individual and business financial goals. I am well-versed in various investment vehicles such as stocks, mutual funds, ETFs, and debt instruments. By conducting detailed market research and analysis, I guide clients in making informed investment decisions. I have managed diversified portfolios, balancing risk and return to optimize client outcomes, and provided strategic financial advice and personalized guidance to help clients achieve their financial objectives. 
I specialize in financial modeling, data analysis, and Excel automation, ensuring my clients receive precise and actionable insights. I can help you with a variety of projects, from financial modeling and data analysis to automating complex tasks. My skills include creating a wide variety of business, financial, and other specialized projects, tailored to meet specific client needs and enhance productivity.Additionally, I collaborate closely with clients to provide training to empower their Excel skills.

 •Knows How to analyze and invest in companies to get good returns (with financial and technical analysis) 
•Knows how to invest in ETF's and Mutual fund's too
 •I make projects, financial models in excel and manage as the consumer want in its file

Skills & Expertise

AccountingAnalyticsExcelFinancial AnalysisFinancial ServicesInvestment ManagementManagementRisk Management

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