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Portfolio management

$8/hr Starting at $30

I can help in portfolio management via risk profiling, creating a portfolio, backtest it and review the existing investments. I can make sense of capital markets coupled with economic scenarios and create a goal based investment strategy. i believe a strong understanding of various portfolio theories, products ranging from plain vanilla ones like mutual funds to complex ones like alternative investment funds and understanding, portfolio analysis tools helps and an experience of managing the wealth of some of India's largest HNI clients in a premier wealth management firm gives me an edge in this area.

About

$8/hr Ongoing

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I can help in portfolio management via risk profiling, creating a portfolio, backtest it and review the existing investments. I can make sense of capital markets coupled with economic scenarios and create a goal based investment strategy. i believe a strong understanding of various portfolio theories, products ranging from plain vanilla ones like mutual funds to complex ones like alternative investment funds and understanding, portfolio analysis tools helps and an experience of managing the wealth of some of India's largest HNI clients in a premier wealth management firm gives me an edge in this area.

Skills & Expertise

Adobe Premiere ProAnalyticsCapital MarketsCreativeFinancial PlanningHelp DeskLikesManagementPortfolio Performance ModelingReview WritingStrategyTooling DesignWealth Management

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