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Finance and excel professional needed

$750-1500 USD

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已发布超过 3 年前

$750-1500 USD

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Just need some basic data retrieval on mutual funds held of the company Vista Partners. Needs to be done ASAP will pay bonus. Not difficult and if done properly will be given more tasks. Tasks: -Get all contact info and emails of the directors, portfolio managers, compliance officers of these mutual funds/etfs. I would also like a full list of the mutual fund holdings. -Get as many emails, phone. Umbers names as you can in regards to the mutual funds management(task 1) task 2 Is to get JUST the parent funds Primary contact information.
项目 ID: 28217071

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18提案
远程项目
活跃3 年前

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18威客以平均价$1,039 USD来参与此工作竞价
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Hi, Greetings! ✅checked your project details: Finance and excel professional needed ✅Completed Time: In project deadline We have worked on 600 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion.. Thank you Sandeep Digital screencast
$1,200 USD 在10天之内
4.9 (400条评论)
8.2
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Hi there I can help you with this. May you provide more information in jn terms of the api or website where this information is to be pulled from. id like to have a look snd potentially update my bid estimated effort. Kind Regards
$1,500 USD 在15天之内
4.6 (2条评论)
3.8
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Hello My name is Celestine. Im basically an Interior Designer but I also do other job such as data entry, typing, etc. I just join this app, so I dont have any review yet. But if you are interested, I can help you. Let me know if you are interested. With Warm Regards, Celestine
$1,111 USD 在3天之内
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I will happy in help whith this job. May you show a bit more of the files that you need to be realized in this project
$889 USD 在6天之内
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Hi. My name is Ahmad Aitesam. I have carefully read your requirements and believe that I can provide you with help to achieve desired results. I am a MBA in finance and accounting with over 6 years of experience of teaching finance. I further have one year of experience working in a bank. I am specialized in Financial analysis, Capital Budgeting, Corporate Finance and Portfolio Management. Using all the above skills I can provide you with detailed analysis of businesses and stocks you're willing to invest in. I will provide: - Detail Financial analysis using Ratio analysis, Vertical analysis and Horizontal analysis. - Business valuation - Financial Models on Excel - DCF Model - Portfolio analysis - Budgeting and Forecasting - Finance Tutoring and Coaching I am here to build long term relationships, that could lead to mutually beneficial returns.
$833 USD 在3天之内
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I have group of people who's typing speed is good and also well versed in Excel. We will timely delivered your requirement with accurancy
$750 USD 在2天之内
0.0 (0条评论)
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I can do this work easily. I am expert in MS Excel. I am ready to start and assure you to provide accurate result. Thanks,...........
$750 USD 在2天之内
0.0 (0条评论)
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We are qualified and experienced individuals and done this type of data sorting/analysis using Excel VBA codes. A detailed analysis of the project will be done to achieve the required result in given time. VBA codes will be written to retrieve the contact info and emails of the directors, portfolio managers, compliance officers. Full list of the mutual fund holdings along with emails, phone numbers, name etc. will be extracted from the given data. Parent funds Primary contact information will also be extracted from the given data.
$1,125 USD 在7天之内
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Robert Smith... I assume you want details for shareholders of public Vista portfolio companies, not LPs in the Vista funds or shareholders of private Vista portfolio companies? I can gather this information from quarterly fund filings for managers with 13-F disclosures, providing fund level details where possible, and turn around the job quickly. I might also be able to access private databases if necessary but I can't guarantee that at this time.
$1,125 USD 在7天之内
0.0 (0条评论)
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I have almost 20 years experience working as a statistical programmer in the scientific research industry. This regularly involves retrieving large amounts of data from various sources such as clinical databases, Oracle relational tables, Excel files or simple flat files. I therefore have an extensive knowledge and useful software to hand that allows me write customizable programs that will efficiently and repeatedly read in the data, manipulate and map the data, and write the data to a wide range of file types and in various formats.
$1,245 USD 在1天之内
0.0 (0条评论)
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I have worked same like this in my earlier project. I am expect in VBA macro and will deliever in one day with good quality
$778 USD 在2天之内
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Hello, I am data scientists and can work easy on this project and can finish it before time. please consider my profile for this project.
$1,111 USD 在2天之内
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Hi there, I work in a Finance Technology division of a large US based compan, and have been engaged in such projects for 15 years. My primary focus in any project is usability and low level of required maintenance. I can also provide free support for extended period of time.
$1,333 USD 在5天之内
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Hi, I have been working as a tactical developer on the trading floor of a leading investment bank and spent hours writing VBA code and delivering tools to demanding and "impatient" clients. Prior to that, I was head of the analysis team for a real estate investment fund and earned the CFA certification. Being new top the freelance world, I am willing to offer discounted services for a while, in order to build my profile and gain more work in the future. As you are posting several offers, I think there can be some mutual benefit to gain by starting a working relationship. Best Regards, Phil
$1,125 USD 在7天之内
0.0 (0条评论)
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Hi there, I read your description and totally understand your work, and I think I am the one who you are looking for, so go a head and take a try, I'll do my best for you and give you results as soon as possible with unlimited revisions. I hope you understand. if you are interested then I am here. Im Ms in Finance, working at Saas Company in Argentina as Head of Planning and CFA Candidate Fernando
$1,125 USD 在7天之内
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UNITED STATES的国旗
Staten Island, United States
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会员自10月 22, 2020起

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