Hire the best Investment Researchers in Philadelphia, PA
Check out Investment Researchers in Philadelphia, PA with the skills you need for your next job.
- $50 hourly
- 0.0/5
- (1 job)
I am a seasoned professional with a proven track record of excelling in managerial roles and client engagement within the finance and high-net-worth client management industries. Graduating from Temple University with honors, I bring a capacity for strategic thinking and adaptability. In my role as the Investment Division manager at Porter and Guide, I oversaw the development of investment strategies, met with our high-net-worth clients for in-depth product discussions, and cultivated relationships with industry leaders. My strong work ethic and creative problem-solving shine through in my roles as a manager and analyst at the second-largest mutual fund company in the world, Wellington. My creative insights and abilities are evident in my adeptness at product marketing, as seen in my creation of investment newsletters, white papers, and ongoing client communication. I am a self-taught programmer and data analyst, which has allowed me to pursue many personal interests in blockchain and cryptography. I embody versatility and innovation in problem-solving. Whether it's navigating market trends or fostering meaningful client relationships, my ability to think on my feet and lead with confidence sets me apart in any endeavor.
Investment Research
Security Assessment & TestingSecurity AnalysisSQLPythonInvestment BankingInvestment PreparationInvestment StrategyInvestment Portfolio ReviewCost AnalysisGap AnalysisReviewDerivatives TradingMATLAB - $30 hourly
- 0.0/5
- (1 job)
I'm and investment and treasury professional experience in investment portfolio management and structured finance securitizations. I have experience in security selection, portfolio management, performance analysis, and strategic asset allocation. I am also a CFA Charterholder (earned in August 2022). I have experience with both general ledger accounting, month end accounting closes from my prior experience with SEI, where I was in the fund accounting department. I also have experience in data entry from my internship experience at LGL partners. I am able to work after my own work hours (after 5pm EST) and on weekends.
Investment Research
Investment StrategyInvestment Portfolio ReviewData EntryTreasury ManagementManagement AccountingPortfolio Performance ModelingPortfolio ManagementGeneral LedgerAccounting Want to browse more freelancers?
Sign up
How hiring on Upwork works
1. Post a job
Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.
Trusted by
How do I hire a Investment Researcher near Philadelphia, PA on Upwork?
You can hire a Investment Researcher near Philadelphia, PA on Upwork in four simple steps:
- Create a job post tailored to your Investment Researcher project scope. We’ll walk you through the process step by step.
- Browse top Investment Researcher talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Investment Researcher profiles and interview.
- Hire the right Investment Researcher for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Investment Researcher?
Rates charged by Investment Researchers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Investment Researcher near Philadelphia, PA on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance Investment Researchers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Investment Researcher team you need to succeed.
Can I hire a Investment Researcher near Philadelphia, PA within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Investment Researcher proposals within 24 hours of posting a job description.