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  • $80 hourly

    • 5.0/5
    • (20 jobs)
    MICROSOFT OFFICE SOLUTIONS ------------------------------------------ Over 25 years of experience… …with EXCEL (including VBA) creating automated spreadsheets, dashboards, pivottables, report templates, and other custom solutions. …with ACCESS (including VBA) creating easy-to-use, full-featured data apps, both large and small. …with POWERPOINT (including VBA) creating simple to complex report templates used in tandem with Excel and/or Access.* By leveraging my expertise with Microsoft Office and VBA, I can automate complex processes and create customized solutions tailored to your specific needs. I can create macros to automate repetitive tasks, develop custom add-ins to enhance functionality, and even integrate Office with other applications to create seamless workflows. Whether you're struggling with data entry, document formatting, or complex calculations, I can help you save time and reduce errors, so you can focus on what really matters – growing your business and achieving your goals. * Please note, my PowerPoint offerings do not include mind-blowing, eye-catching visual presentations. I’m definitely not right-brained enough for those projects! (In all honesty.) ETL DATA WORKFLOWS (EASYMORPH) ------------------------------------------------- Over 3 years of experience building simple to complex automated, no-code ETL solutions using the EasyMorph ETL application. An ETL (Extract, Transform, Load) designer is an expert in designing and implementing data integration processes. They can help you extract data from multiple sources, transform it into a consistent format, and load it into your target system. With my expertise in EasyMorph, I can create customized solutions to meet your specific data integration needs. ETL workflows can help you improve data quality, reduce data inconsistencies, and increase your operational efficiency. They can help you automate manual processes, integrate data across multiple systems, and provide valuable insights into your data. With an ETL solution, you can gain a competitive edge in your industry and make data-driven decisions to drive your business forward. Sometimes an “Excel” solution isn’t an “Excel” solution – it’s an ETL solution! Please refer to my “Excel vs Access vs ETL” Consultation for more information. IT WOULD BE MY PLEASURE to connect with you to discuss your project and what experience and skills I can bring to the table. With your vision, and my experience, we can create your perfect solution!
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    Visual Basic for Applications
    Microsoft Access Programming
    Automation
    Macro Programming
    MS Excel
    Access VBA
    Excel VBA
    ETL Pipeline
    Database Design
    Microsoft Access
    Microsoft Excel
    Spreadsheet Software
    Data Cleaning
    VBA
    Microsoft PowerPoint
  • $63 hourly

    • 5.0/5
    • (29 jobs)
    Proficiencies in problem solving and decision making through use of quantitative techniques are among my strongest attributes. I have decades of experience in data analytics and unmatched skills in SQL and the Microsoft Office products.
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    Google Sheets
    Power Query
    Microsoft SQL Server
    IBM DB2 Programming
    Visual Basic
    Data Cleaning
    Marketing Data Analytics
    Rapid Prototyping
    Microsoft Excel PowerPivot
    Microsoft Excel
    Microsoft Access
    SQL
  • $300 hourly

    • 4.6/5
    • (79 jobs)
    BACKGROUND - Harvard & MIT trained Statistician and Machine Learning (ML) Scientist with particular expertise in Quantitative Finance, Natural Language Processing (NLP), and Causal Inference/Causal AI, with 10+ years experience. - Currently Principal Applied Data Scientist at The Cambridge Group (TCG) leading end-to-end (inception to production) DL and Causal Inference projects for Fortune 100 clients in tech, retail, and e-commerce. Clients include: - Levi Strauss & Co - Shutterfly LLC - Coca-Cola Company - Teaching @ Stanford including XCS234: Reinforcement Learning, XCS224W: ML over Graphs & Networks, and XCS221: Artificial Intelligence - Former Chief Data Scientist in the Quantitative Finance and Venture Capital/Private Equity spaces (AIMatters & BuildGroup), leading design and building of Deep Learning, Natural Language Processing (NLP), and Reinforcement Learning systems for identification of investment opportunities & ML-built ETF (Exchange Traded Fund) - Former Research Fellow at Harvard University, and former Adjunct Faculty in Statistics at MCPHS University - Trained in state-of-the-art Causal Inference techniques by pioneering Harvard faculty with expertise in G-Methods (i.e. G-formula, G-Estimation, etc), Doubly-Robust Estimation, Causal Discovery, Targeted Maximum Likelihood Estimation (TMLE), Double Machine Learning My research interests lie at the intersection of Quantitative Finance, NLP, Experimentation, Causal Inference, and Deep Learning. I’m trained in state-of-the-art Causal Inference techniques by pioneering Harvard faculty, and am a proponent of G-Methods (i.e. G-formula, G-Estimation, etc) and Doubly-Robust Estimation techniques. I have deep interests in specialized techniques for leveraging non-Donsker class ML estimators for Causal Inference, including Targeted Maximum Likelihood Estimation (TMLE) and Double Machine Learning (DML). I’m also interested in the connections of these topics to more “traditional” areas of Deep Learning, including Natural Language Processing, Reinforcement Learning, and Knowledge Discovery over Probabilistic Graphical Models. MACHINE LEARNING / DEEP LEARNING EXPERTISE: - Deep Learning (ConvNet, RNN, LSTM, Transformer, etc) - “Traditional” Machine Learning (Random Forests, Gradient Boosting, SVMs, Stacked Ensembles, etc) - Natural Language Processing (NLP) - Computer Vision - Reinforcement Learning - Generative Learning - Probabilistic Graphical Models - Graphical/Network Machine Learning - Recommender Systems - Interpretable AI - ML + Causal Inference (TMLE, Double Machine Learning) STATISTICS EXPERTISE: - Mathematical Statistics - Stochastic Processes - Statistical Learning Theory - Bayesian Inference (Parametric & Nonparametric) - Survival Methods - Advanced Study Designs (Observation, Case-Control, etc) - Experimentation (A/B testing, Multi-Armed Bandits, Adaptive Trial Design, etc) - Causal Inference Methods (G-methods, Propensity Score methods, IV estimators, etc) SOFTWARE/PROGRAMMING STACK: - Scientific Computing: Python (NumPy, Pandas, Scikit-learn, Matplotlib, etc), R, C++, MATLAB, STATA, SAS - DL frameworks & Optimizers: PyTorch, TensorFlow, Optuna, Hyperopt - Distributed Computing: PySpark, MLlib (exposure to native Spark w/ Scala, & Hadoop) - SQL: MySQL, Microsoft SQL Server - Production: Docker, Flask, Airflow, MLflow, Git, CircleCI - Cloud: Amazon AWS (exposure to Microsoft Azure and Google GCP)
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    Apache Hadoop
    C++
    MATLAB
    SQL
    Python
    R
    Big Data
    Statistics
    Machine Learning
    Data Science
  • $23 hourly

    • 5.0/5
    • (39 jobs)
    My name is João Santos and I hold a MSc. degree in Finance and a BSc. degree in Economics. My areas of focus are data analytics, Investments, Fixed Income, Derivatives, Risk Management and Data Science. I have more than 5 years of experience using Python and excel. In addition, I have access to Bloomberg.
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    Forex Trading
    Financial Modelling
    Portfolio Management
    Finance
    Data Visualization
    Data Science
    MS Excel
    Excel VBA
    Machine Learning
    Python
  • $15 hourly

    • 4.8/5
    • (25 jobs)
    As an organised and highly creative individual, I love the challenges of working within a dynamic and fast paced environment. The knowledge gained from my research experience with Investment Banks such as Morgan Stanley, Barclays and Deutsche Bank has shaped my ability to adapt quickly, work efficiently, think creatively and work effectively on my own. With 6 years of secondary research experience, I’m highly skilled in company profiles, market research, news-runs, bios, M&A comps, financial data pulls and all other available info from different data sources, including APIs and feel I can assist you to a greater extent. I have also worked as a strategy consultant and have prepared Pitch books and Information Memorandums for few startups.Looking forward to working with like minded clients.
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    Data Mining
    Mergers & Acquisitions
    Bloomberg Terminal
    Company Research
    Pitchbook
    Online Research
  • $25 hourly

    • 5.0/5
    • (25 jobs)
    I have 9+ years of experience working with global investment bankers and C level executives with 2 years of tenure at Moody's Analytics Knowledge Services and last 7+ years at Evalueserve. I am an MBA and have worked with 100+ startups, companies, and investors (PEs & NHIs) providing them with advisory and preparing investor documents (Info memos, financial models, and pitch decks) for fund raising, live M&A deals and other strategic transactions. I am power user of Microsoft excel having strong hand on experience on excel formulas (including mega formulas and array formulas), dynamic and interactive charts and dashboards, pivot tables and slicers, power query and power maps. In case you are stuck on any problem in excel or want to design worksheets to save time, please do let me know. I have worked with investment bankers from all over the world, supporting in live M&A deals with combined deal value of over $1 billion across range of industry sectors. Areas of Expertise: 1) Fund Raising & Investor documents 2) Company valuation / financial modeling (Relative and DCF) 3) Detailed pitch decks including industry sector studies and detailed company profiles 4) Information memorandums (IMs) 5) Transaction Advisory and research support 6) Market Research - industry analysis, market sizing, competitive analysis, customer analysis etc. 7) Buyer and target screenings for corporate and investors respectively 8) Quantitative and qualitative research support 9) Comparable company analysis (trading comps) 10) Precedent transaction analysis (transaction comps) 11) Competitive bench-marking, Industry sizing and industry market share 12) Financial and operating bench-marking exercises for a set of companies in any given industry/geography I have advanced financial modelling skills using excel and can prepare investor focused pitch decks. I can make investor alluring PowerPoint slides with infographics, charts, graphs and custom data visualisations for pitch decks, investor presentation, internal presentations, etc. I am thoroughly familiar with company's financial reporting (annual and quarterly filings, presentations, earning releases etc.)/ investor relations section as well as with stock exchanges specific disclosures including SEC, ASX, HKEX, SGX etc. including many other geographic specific stock exchanges. I have access and advanced working knowledge of various financial databases such as FactSet, Capital IQ, MergerMarket, ThomsonOne, Crunchbase and IBIS among others.
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    Company Research
    Company Profile
    Data Extraction
    Data Scraping
    Financial Modelling
    Mergers & Acquisitions
    Lead Generation
    Market Research
    Data Entry
    Microsoft Excel
    Research Reports
    Corporate Finance
    Investment Banking
    Bookkeeping
  • $50 hourly

    • 4.1/5
    • (13 jobs)
    ARROW INVESTMENT ADVISORS Washington, D.C. Registered investment advisor to four mutual funds, ASFNX, DWANX, DWTNX, and MFTNX, and four ETFs, GYLD, DWAT, QVM, and ARCM. Apr 17 – Present Analyst • Developed 24 VBA programs to automate frequent data collection and analysis processes, leading to improved time efficiency of 98% with no errors. BROADSOFT Washington, D.C. [NASDAQ: BSFT] Enterprise unified communications software and cloud services vendor. Jul 16 – Dec 16 Strategy Analyst • Reported directly to the CEO, providing competitive intelligence, industry and company specific research, and strategic and tactical initiatives. • Performed ad-hoc research on behalf of the Investor Relations department to address analyst and investor questions regarding BSFT’s guidance, competitive positioning, and product development. • Built two operating models to forecast top-line growth and market penetration of MSFT’s (Office 365/Skype for Business) and CSCO’s (HCS) unified communications businesses. PARKER & LYNCH Richmond, VA Finance and accounting consultancy that deploys specialists to client sites for short-term engagements. Apr 16 – Jul 16 Consultant (contract) • Supported CEO and CFO of TerraForge, a real estate development firm, with cash flow model builds and specialized Excel work. • Created VBA code to merge disparate operating models into a consolidated form. • Built a cash flow waterfall from aforementioned operating models for 2 property developments, Wynwood and Greenwich Walk, to better present consolidated cash flows and resulting IRR to equity financier, Rialto Capital Management. BB&T CAPITAL MARKETS Richmond, VA Middle-market investment bank, formerly consisting of transaction, equity research, and trading practices with mid-atlantic and northeastern presence. Jul 15 – Nov 15 Equity Research Associate Analyst • Supported the Food/Agribusiness Senior Analyst and Managing Director (MD) in the coverage of the following 9 companies: ANDE, DAR, DF, GPRE, HRL, INGR, MKC, SXT, and TSN. Initiated coverage on GPRE and HRL. • Performed ad hoc research at the request of the Senior Analyst and MD; e.g., identified takeout candidates for INGR, MKC, and SXT, determined potential resultant earnings accretion/dilution, and prepared a note justifying each candidate. • Tracked and analyzed data to inform models; e.g., recorded whole bird pricing, chicken feed ingredient prices, and chicken part prices three times a week to determine quarterly margin for TSN’s packaged chicken segment. Updated models on press releases, 10-Qs, 10-Ks, and 8-Ks. Built out three-statement operating models from scratch for HRL and GPRE. • Monitored the market for relevant news and promptly distributed emails internally and to clients representing the group’s outlook. • Conducted broader industry analysis; e.g., forecasted future fuel ethanol supply and demand based on government mandates. • Contributed to the authoring of 2 initiation reports, 2 industry notes, 3 quick take notes, and 4 earnings update notes. • Summarized 38 earnings call transcripts for peer companies to extract relevant market, industry, and company specific commentary. LAKE UNION CAPITAL MANAGEMENT Seattle, WA Long-short hedge fund with $90M in AUM. Jan 13 – Dec 13 Equity Analyst Intern • Supported an analyst with ad hoc equity and industry research, relative valuations, and database maintenance. • Built a three-statement operating model from scratch for NQ. Updated models upon company filings with SEC. • Compiled data from SEC filings, earnings calls, sell-side research, and proprietary data providers to support senior analyst’s analyses. • Contributed to the analyst’s uncovering of mispriced equities in the tech sector, leading to profitable trades in NQ, returning 31.5% over an 88-day period. • Covered 11 IPOs, reporting deal structure, comparable analyses, and industry growth profiles to support the analyst’s valuation analyses. EDUCATION VANDERBILT UNIVERSITY Nashville, TN OWEN GRADUATE SCHOOL OF MANAGEMENT Master of Science in Finance, June 2015 • GPA: 3.5, Merit-based scholarship • Training the Street Financial Modeling & Valuation Courses; Investment Banking Club • Coursework: Financial Modeling, Econometrics (Eviews, Time Series Modeling), Financial Reporting, Corporate Valuation, Mergers and Acquisitions, Advanced Derivative Securities Analysis, Financial Statement Analysis, Financial Data Analysis (SAS Coding) UNIVERSITY OF WASHINGTON Seattle, WA FOSTER SCHOOL OF BUSINESS Bachelor of Business Administration, June 2014 • Major: Finance • Major GPA: 3.6, Dean’s List, SAT: 2160 (780M, 700R, 680W), SAT Subject Test Math Level II: 780 ACTIVITIES D.A. DAVIDSON CO. & WASHINGTON INVESTMENT CLUB Seattle, WA Jul 12 – Sept 13 Investment Analyst
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    ETL
    Data Mining
    Data Scraping
    SAS
    Data Management
    Financial Reporting
    Financial Analysis
    Financial Modeling
    Quantitative Analysis
    Data Modeling
    Excel VBA
    VBA
  • $10 hourly

    • 4.5/5
    • (45 jobs)
    I have around 9 years of experience in equity research domain. I am very well versed with financial modeling, valuations (DCF, Relative & SOTP) and report writing including company profiles, company valuations report, Thematic research reports, earnings reports, Event based reports, Intiation Coverage Reports, and Industry research reports. I have extensive experience in Cashflow projection and trend analysis. I am an Excel and Powerpoint expert and can make professional powerpoint slides. Additionally, I can support on developing Business Plans and pitch decks. I have great knowledge in using SEC filings like 10Q, 10K, 8K, etc to source financial data of companies and perform or conduct financial analysis. I have expertise in sourcing financial data using databases like Reuters, ThomsonOne, Bloomberg, Factset, etc.
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    Financial Report
    Chartered Financial Analyst
    Financial Modelling
    Financial Analysis
    Investment Research
    Company Research
    Investment Banking
    Report Writing
    Equity Research
    Business Valuation
    Financial Modeling
  • $19 hourly

    • 5.0/5
    • (43 jobs)
    "Emily is outstanding, always wonderful to work with. She truly grasps what you're trying to achieve, as this always shows up in the work that she produces. Highly recommend Emily as a Graphic Designer. She truly gets it...Awesome.." I'm professional graphic designer with great ideas, good taste, and in-depth knowledge of Adobe Illustrator, InDesign, and Photoshop. I have been working with various magazines, newspapers, and publishing houses for the last 10 years, creating unique content.
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    Brand Identity
    Corporate Brand Identity
    Design Thinking
    Cover Art Design
    Letterhead Design
    Adobe Photoshop
    Logo Design
    Landing Page
    Banner Ad Design
    Stationery Design
    Printable File
    Graphic Design
    Logo Transparency
    Adobe InDesign
    Adobe Illustrator
  • $20 hourly

    • 4.8/5
    • (34 jobs)
    I am a software engineer with technical expertise in web technologies and software tools for project management & administration. I am equally passionate about doing Internet / Web based market research for market intelligence and competitive analysis. I am very hardworking and dedicated to my work and enjoy doing research as it provides me additional knowledge. I've quick understanding of any type of project and can work fast with accuracy.
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    Basecamp
    Fact-Checking
    SEO Keyword Research
    Online Research
    Google Analytics
    Amazon Web Services
    WordPress
    Web Analytics
    Market Research
  • $60 hourly

    • 5.0/5
    • (40 jobs)
    An experienced Investment banker professional, with proven history of offering strategic and corporate finance services to top clients in the CEE region. Held multiple Corporate Finance / Investment Banking roles in Big 4's (EY, Deloitte), a top CEE Regional Investment Bank (WOOD&Co.), and a French M&A Boutique (Pegase Capital), having worked on both public and private transactions. I have worked with various investment banks, consultancy firms, hedge funds, PE's, venture capital firms, and startups across the globe on various situations. The following core services are provided: ✅ Pitch Books / Investor Presentations ✅ Information Memorandums / Corporate Presentations ✅ Business Plans ✅ Startup Consulting, Pro-Forma Financial Projections ✅ Financial Analysis, Financial Forecasting, and Financial Models (3 statement, LBO, M&A) ✅ Review / Auditing of Financial Models ✅ Company Valuation – DCF / Relative Valuation Models (Public comps and precedent transactions) / SOTP ✅ Sensitivity and Multiple Scenario Analyses ✅ M&A Support – Investor long list, target list, deal marketing ✅ Market Research Selected Key Transactions: ▶️ Sell-side M&A for a luxury car dealership in Romanian ▶️ Sell-side M&A of BFCC (Protilab), leading French dental prosthesis players ▶️ IPO of Sphera Francise Group (francize owners of Pizza Hut, KFC and Taco bell in Romania) on the Bucharest Stock Exchange ▶️ IPO of the energy holding Electrogroup Infrustructure ▶️ SPO of Romanian steel pipe producer TMK Artrom ▶️ Capital Raise for a payment gateway start-up I promise a quick turnaround, top priority, delivering 100% project success rate within timeline and budget, and excellent customer service. In case you need assistance on any projects in financial analysis, market research, investment banking (M&A and ECM), advisory on fundraising, let's get in touch to see how my expertise might be of use to your project. _______________________________________________________________________ Check out some recent client testimonials: "Christian was provided with a broad scope of work to produce a report to support our investment thesis for a Series A fundraise. He produced a report of the highest quality, one that modified our company strategy and played a major role in our investment process. Investors noted the quality of the report, the depth of the analysis and the powerful insights and how useful this was for their process. He set clear milestones and met each one. He responded quickly, accepted feedback and challenged our thoughts and pre-conceptions to ensure the end product was robust. I shall work with Christian again and I would recommend him without reservation." "Cristian did an exceptional job delivering exactly what we needed. He carries a high degree of professionalism that is unmatched on Upwork. It can be difficult to find talent on Upwork that's eager to go above and beyond, but Cristian did it naturally with enthusiasm. If you need help with projects related to M&A or Investment Banking functions Cristian is well equipped and highly skilled. His communication skills are consistent with that of executive-level professionals and it's clear he wants to exceed expectations. We look forward to working together again soon!" "Cristian was thorough and completed our project on time. He also did over and above what we requested from him which has provided us additional value already. We will be using him again on our next project."
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    Startup Consulting
    Mergers & Acquisitions
    Corporate Finance
    Company Valuation
    Financial Presentation
    Pitchbook
    Business Modeling
    Private Equity
    Investment Banking
    Management Consulting
    Financial Analysis
    Market Research
    Presentations
  • $55 hourly

    • 4.9/5
    • (123 jobs)
    Need your data analyzed? Look no further, I'm your data analytics mercenary for hire! Proficiency: - Excel/Google Sheets: Complete mastery: PIVOTS, VBA, SOLVER, complex nested functions, data analysis package, regressions/forecasting, simulations, interactive dashboards/visualization & more. - Looker Studio (Google Data Studio): Strong knowledge: Visualizations by connecting to different data sources. - RStudio: Strong knowledge: statistical analyses, data manipulation & tidying, graphs, principal component analysis & clustering. - Python: Strong knowledge: specifically Data Preprocessing & transformation. - Power BI: Some knowledge: Dashboards. - SQL: Some knowledge: Data manipulation and extraction. About me: - Analyst with 8+ years of experience wrestling data. - Masters in Finance, Bachelors in Economics (Math minor). - Advanced Statistical & Quantitative analysis wiz. - Experience in financial services, utilities, information services, sports betting, education, foodservice, travel & others. Additional: My Excel repertoire includes Solver, Pivot tables, Data analysis package, what if analysis, @RISK, Conditional Formatting and Excel functions such as VLOOKUP, XLOOKUP, INDEX/MATCH, IF statements combined with AND/OR, COUNTIFS, LEFT/RIGHT/MID/CONCATENATE, TRIM, LEN, OFFSET, INDIRECT, SUMIFS, AVERAGEIFS, DAYS, FIND, IFERROR, COUNT, COUNTA, MINIFS, MAXIFS, SUMPRODUCT, RANK, PERCENTRANK, SEQUENCE, UNIQUE, FILTER, SORT, NPV, IRR, XNPV, XIRR, PMT, IMPT, CUMPRINC, ROUND, REPLACE, SUBSTITUTE, TODAY(), NOW(), and others. If you are seeking a qualified and experienced individual to unlock the full potential of your data, I am always available to discuss. Let's connect! Check out my work experience at the bottom of the page to find out more.
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    Principal Component Analysis
    K-Means Clustering
    Data Analytics & Visualization Software
    Corporate Finance
    Quantitative Analysis
    Macro Programming
    Financial Analysis & Valuation
    Economic Analysis
    Linear Programming
    Power Query
    Statistics
    RStudio
    Dashboard
    Data Analysis
    Microsoft Excel
  • $10 hourly

    • 4.6/5
    • (7 jobs)
    I am a professional banker and MS Excel expert with MCom degree in finance. I have extensive experience in the banking industry, specially in the areas of financial analysis, risk management and data analysis. I am skilled in using MS excel for financial modeling, forecasting and creating complex spreadsheets. My analytical and problem solving skills, along with my ability to make sound decisions, have helped me to be successful in my career. I also have strong communication and interpersonal skills, allowing me to effectively collaborate with clients and colleagues. I am excited to leverage my expertise and skills to help individuals, businesses and organizations achieve their goals on Upwork.
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    Accounting Basics
    Managerial Finance
    Finance & Accounting
    Excel Macros
    Excel Formula
    Financial Planning
    Financial Analysis & Valuation
    Content Writing
    Business Intelligence
    Business Analysis
    Financial Modeling
    Dashboard
    Microsoft Excel PowerPivot
    Financial Statement
    Microsoft Excel
  • $70 hourly

    • 4.9/5
    • (13 jobs)
    Finance professional with close to 7 years of experience working on Wall St. Most of my experience has revolved around M&A of businesses with complex financial structures. I have represented both sellers and buyers (investors). My financial modeling specialties are financial projections, debt sculpting, refinancings, valuation (including comparable companies, precedent transactions, Discounted Cash Flows, Leveraged Buyouts, Dividend Discount Model). I can also produce presentations that succinctly display crucial financial information. Much of my previous work has been shown to C-level executives of Fortune 500 Companies.
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    Business Analysis
    Capital Markets
    Excel
    Microsoft PowerPoint
    Acquisitions
    Financial Forecasting
    Financial Modeling
    Project Finance
    Mergers & Acquisitions
    Investment Banking
  • $25 hourly

    • 5.0/5
    • (2 jobs)
    • Performance and Risk reporting while investigating data issues that come up every now then and acting as a first line of defence before that is forwarded to risk consultants in a very rare scenario if the issue/ discrepancy cannot be resolved. • Delivering standard data requests that are on schedule for monthly and quarterly reporting towards various client reporting departments. • Supporting numerous adhoc requests that should be customized as per the client requirements and every second adhoc request is a unique request which must be customized using different data tools in FactSet and other internal data sources. • Supporting Private Equity reporting while calculating the IRR and validating the returns as well as responding to adhoc requests related to Private equity. • Onboarding new funds while creating the platform that is required to support the required account set up, benchmark set up and liaising with different teams for its ready reporting requirements. • Data requests as well as discrepancies that needs investigations include, monthly reported performance returns, Portfolio vs Benchmark weights, Market capital with customized bucketing requirements, Attributions which segregate towards sector, region, country and security, Characteristics and Risk statistics. • Some high-level customized reporting towards Product Managers, RFP teams and others needs a combination of technical knowledge on different databases along with excel and exposure towards accounting and industry knowledge provide good insights in fulfilling some high-level customized reports.
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    Performance Art
    Fund Accounting
    Project Risk Management
    Financial Reporting
    Private Equity
    Microsoft Excel
    Ratio Analysis
    Investment Research
    Company Research
    Equity Research
    Financial Analysis
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