James F.
United Kingdom
100% Job Success
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Ranked top 10% of all Upwork talent

Investment Tasker

Thank you for checking out my profile! I'm James, my background is in investment management with recognised qualifications from the CFA Institute. Over the years I have helped invest and manage funds worth hundreds of millions of dollars and gained some valuable lessons along the way which I aim to use for your benefit. With any of your Investment needs I am here to help. Whether it be performance calculations, stock analysis, research or portfolio reviews. Whatever your need, let me know your requirements . Equally if you need an excel template I can build one to your specifics.
Work history

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Skills

Skills

  • Financial Planning
  • Investment Portfolio Review
  • Business Translation