Stock Management Professionals & Consultants

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Stock Management Job Cost Overview

Typical total cost of Upwork Stock Management projects based on completed and fixed-price jobs.

Upwork Stock Management Jobs Completed Quarterly

On average, 4 Stock Management projects are completed every quarter on Upwork.

4

Time to Complete Upwork Stock Management Jobs

Time needed to complete a Stock Management project on Upwork.

Average Stock Management Freelancer Feedback Score

Stock Management Upwork freelancers typically receive a client rating of 4.63.

4.63
Last updated: May 1, 2015

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  1. Ramalakshmi S

    Ramalakshmi S

    Stock Management

    India - Last active: 12/22/2013 - Tests: 2

    MBA Finance- 78% (ICFAI University)-2007 BSC Mathematics - 93% (MK University)-2005 NSE India— NCFM Certificates-2011 • Performed financial modeling and fundamental analysis of companies and their underlying equities and provided investment recommendations to institutional clients • Research trade breaks ultimately maintaining and balancing all trading books, prior to market open. • Situated on the trading desk, providing constant support to front office (i.e. traders and multiple sales persons) ensuring new clients are properly set up with appropriate commission rates and settlement instructions, and ultimately all respective trading terms agreed upon. • Communicate effectively with clients, establishing key relationships, solving any issues, and addressing inquiries with respect to breaks and settlement. • Post market close, processing and booking all trades. Paying particular attention to manual, verbal fills and, or any distinct settlement instructions. • Revised buy in letter. • Ensure all legal and compliance documentation is provided by the client to avoid disruption in trading. • Attend multiple functions with traders, operations, and front office to facilitate client and broker relationship. • Work under increasingly time sensitive deadlines, i.e. Exchange Open & Close and DTC Close, and market changes, and with several internal and external systems. Conciliated funds cash and securities to external sources. Provide assistance in the project planning Collection of the data related to the business process. Coordinate with top management in understanding different process plans, business process, and functionality in depth. Creating Macro to complete the task soon Investigating internal differences between the accounting and trade entry systems; and administered pricing the fund portfolios. . Computed accounting entries and performed month end close processes . Liaised between clients and prime brokers and counterparties. A customer oriented, multitask professional with excellent analytical and logical skills possesses rich experience of five+ experience in Finace Domain Expertise in achieving cost-effective production with increased quality. Expert in identifying the requirements and also in finding the system requirements Sound knowledge of hedge fund accounting principles A great deal of experience working in a public accounting firm and within hedge fund industry In depth knowledge of regulatory and accounting issues for registered products Excellent Research and Writing skills Excellent communication skills (written and verbal) Ability to work under pressure and meet deadlines Excellent analytical, consultative, communication and judgment skills Trustworthy individual with strong ethics and integrity Ability to make sound decisions, and accurate judgment in a timely manner

    $6.67 /hr
    0 hours
    0.00
  2. Harold Carmelotes

    Harold Carmelotes Agency Contractor

    Super VA | Data Entry | Stock Management | Wordpress

    Philippines - Last active: 4 hours ago - Tests: 14 - Portfolio: 12

    Mabuhay!! A person who put much attention on hard work, dedication ,Integrity and professionalism ?, I believe I have those , That virtue were still used in my service to God ,country, and people and also indeed to my client . You can see in my freelancer's profile that my client made good impression on me. I enjoy being work with them and value much on both relationship and job satisfaction. As a resourceful freelancer, I constantly improving my self in both spiritually and excellency on my skill field of expertise. As you can see I have taken some oDesk exam and passed. I well never rest to find ways to improve myself and to help clients of their needs. I have extensive knowledge and experiences on Data Entry , Web Research, Article writing , social media marketing, Lead Generation , and Wordpress/opencart/shopfy/bigcommerce. What do you expect from me? * I offer fast turn-outs and deliver ahead targeted deadline. * I offer on my expertise to the Data Entry work and others since I have 10 years working experience with Philippine Air Force as Admin Support Specialist. * I extend my service above and beyond client expectations. Do I am the right person? Yes, I believe so and I have the capacity to do it. Thanks and GOD speed....................... Sgt Harold P Carmelotes E.X.E.P.E.R.T Owner Agency, oDesk “Extensive, Eligible, Professional and Reliable Team”

    Associated with: E.X.P.E.R.T

    $3.33 /hr
    1,834 hours
    4.57
  3. Jennifer Chen

    Jennifer Chen

    Admin and Data Entry Specialist

    United States - Last active: 4 hours ago - Tests: 2

    With a background in e-commerce, I have over 13 years of online experience. That translates to an expert in your corner on Google Docs/Drive, Microsoft Office Suite, internet research, and a plethora of other skills. Whether you're looking a for an Excel spreadsheet to be built out with advanced formulas such as vlookup, or a shared presentation to be created with Google Drive, or a transcription created quickly (90 WPM), I have the skills and drive to provide them with speed and accuracy.

    $10.50 /hr
    173 hours
    5.00
  4. XinYin Qin

    XinYin Qin

    Translator, Sales/Marketing Expert,MBA,ERP Expert

    China - Last active: 1 day ago - Tests: 74 - Portfolio: 59

    Professional Translator. Professional Business and Technical Translation Expert. Best Skills on Simplified Chinese, Traditional Chinese translation. Good Culture Background knowledge : China Mainland, Hong Kong, Taiwan and Singapore. Best Skills on Marketing and Outbound Sales Best Network and Resource to Expand Your Business in China mainland. Include Online Business Promotion & Offline Business, Such as All Kinds of Out-Sourcing Marketing , iOS or Android App marketing and etc. Low Cost, High Quality Customer and Considerable Market Share Get For You. Market Research Expert for Web Research, Sourcing, Cold Calling Help you to find most valuable information and supplier in China. A Good Sourcing Agent in China. Customer Service Expert A Best Virtual Assistant. Best Assistant to Localize Your Business in China Mainland & Hong Kong. Database Expert, Best Skills on SQL Server 2012. Business Intelligence Professional

    $20.00 /hr
    2,585 hours
    4.96
  5. Winnielyn V.

    Winnielyn V.

    Customer Service, Chat Support, VA, Bookkeeping, SAGE

    United Kingdom - Last active: 21 days ago - Tests: 4 - Portfolio: 2

    I have over 5 years experience in customer service and live chat support on oDesk platform handling customer chats, tickets, emails, responding to customer queries/emails, and resolving complicated/sensitive customer issues and complaints ensuring to provide an extraordinary customer experience. Working knowledge of Zendesk and Velaro live chat software. Also knowledgeable in bookkeeping, accounts receivable, accounts payable, Sage line 50, bank reconciliation, invoicing and proficient in Microsoft Excel.

    $11.50 /hr
    7,776 hours
    5.00
  6. Rorelie Joson

    Rorelie Joson

    Reliable Data Entry Clerk, Web and Product Researcher, Photo Editor

    Philippines - Last active: 1 day ago - Tests: 12 - Portfolio: 5

    I am seeking opportunity to be part of your business where I can share all my skills and contribute to your growth and success. I am a person who: - is organized, detail-oriented and has high standard for accuracy - is proficient in Microsoft Excel, Word, Publisher and PowerPoint - can communicate effectively, both written and verbal - is a fast learner - is able to multi task - has good organizational and time management skills - can work independently with minimal supervision - has working knowledge of inventory and procurement related transactions -has skills in social media management/marketing - has basic skills in Photoshop - is honest and hardworking

    $6.67 /hr
    1,357 hours
    4.94
  7. Benjamin Buchanan

    Benjamin Buchanan

    Portfolio Manager, Entrepreneur, Start-up Consultant, Creativity Ninja

    United States - Last active: 7 days ago - Tests: 2

    I have managed a small family office for the past 7 years, and recently started an RIA with some friends to be able to take assets from outside of friends/family. I am also a Data Analyst at an awesome start-up based in Atlanta called Clickagy, a company that has developed some very cool, and very smart, data intelligence algorithms (machine learning). I have extensive knowledge around nearly all alternative investment categories, and a substantial knowledge base around what is involved during the inception of new companies. I have conducted over 1,000 hours of market research, including conducting well over 100 interviews with individuals that span the gamut of corporate and small business America, including C-level officers of publicly traded companies. The list of companies I have worked with or invested in includes the following spaces: 1) High tech algorithmic vertical farming 2) Supply Chain Financing 3) Motion sensor based senior monitoring system 4) Stem Cell Banking 5) Restaurants 6) Publicly traded IT companies 7) Internet of Things Startup in Silicon Valley 8) Startup Restaurant 9) Frontier Market Property Development Companies (Romania/Mongolia) 10) Algorithmic Real Time Bidding Ad Platform and Data Intelligence Company 11) Non Profits The portfolios I manage currently include investments in the following spaces: 1) Technical Commodity Futures 2) Fundamental Energy 3) Fund of Hedge Funds 4) All the vanilla stuff you would expect (stocks/bonds/mutual funds) 5) Real estate (tax lien, conservation easement, residential) 6) Start-up companies (seed through series) The strategy underlying the diverse pool of assets is focused on mitigating intra-asset correlation whenever volatility of any portfolio component spikes. My objective is to create a portfolio with a MAR of >1, i.e. my CAGR (compounded annual growth rate) exceeds by largest drawdown (peak>trough decline). I have designed a proprietary commodity futures trading system and am a series 3 (commodity futures proficiency) license holder. I also have my series 66 (state and federal regulation), and 65. I have traveled extensively, primarily around Latin America, most recently to Volunteer at a hospital in one of Lima's poorest suburbs. I have lived in both Romania and Peru, splitting time in the latter working at a midwifing clinic providing pre-natal healthcare and water-birthing, and doing marketing for an educational technology start-up. I lived in very third world conditions, and am intimately familiar with poverty and its impact on developmental and societal psychology. I am also an aspiring creative writer, and am 60,000 words into a novel that explores the character of a vigilante through snap shots of various life-forming events. My eclectic group of experiences and the seemingly disparate spaces in which I am involved share one common trait; amazing people. Everything I do is alongside of others who are highly specialized, and the best in their respective fields. I have learned more from them than I ever could have through self-teaching or in school, and will always be grateful for their mentoring and friendship. I have seen first-hand the power of a strong network, and in the vast majority of cases I see my role simply as helping incredible people in any way I can to do their best work. Lastly, I am incredibly excited by the exponential curve of technology, and the ramifications for nearly everything. Anyone that thinks the world will be recognizable 5 years from now is fooling themselves, the pace of change and invention has sped up to the point that a 5 year window henceforth will mean a different world. I love people - and that likely includes you. Please don't hesitate to reach out if there's something we can do together. Cheers! -Ben

    $83.33 /hr
    230 hours
    5.00
  8. Wojtek p. Z.

    Wojtek p. Z. Agency Contractor

    Expert Financial and Business Consultant

    United States - Last active: 2 days ago - Tests: 8 - Portfolio: 9

    Results driven and focused. Top 1% on Odesk for Business Skills and top 3% in Business Plans, both completed in 6 minutes out of a possible 40 min. Top 5% for Office Skills and Day Trading. Looking to help various contractors and organizations in their small and large projects. My extensive and broad background in finance, accounting alongside my computer and office skills permit me to add a high level of expertise to my assignments. I also look forward to working together with new individuals and companies as we learn from one another in our work together. Using my experience in the financial industry as a financial consultant and management accountant to help businesses and individuals. I have worked with numerous businesses in the start up phase up to operations, helping them with their business plans, financial statements and pitching to investors. At times, management of certain projects was also necessary. Presently also helping clients with their accounting decisions, whether this involves the management or bookkeeping of accounts and/or analysis to create relevant reports and budgets. Previously worked in a boutique financial firm which required stock analysis of both the fundamental and technical nature. Analysis of financial statements was also conducted. Can help in the correct formation of legal entities in the United States, Canada, Australia and offshore. Am competent in QuickBooks, QuickBooks Online, MoneyWorks, MYOB, Xero, Excel, Thomson Reuters Eikon, to name a few

    Associated with: QConsulting

    $60.00 /hr
    948 hours
    4.86
  9. Larry Colinares

    Larry Colinares Agency Contractor

    Executive Professional Real Estate Virtual Assistant

    Philippines - Last active: 1 day ago - Tests: 9 - Portfolio: 31

    I am an Executive Professional Real Estate Virtual Assistant from the Philippines, who has been serving the US and Canadian professionals over the past few years. Real Estate is my niche and passion and as a matter of fact I am a Real Estate Agent here in Manila and work with the Biggest developers and used to be an Executive Assistant in one of the Real estate Brokerage firm. I have worked with Real Estate Investors and Realtors in the USA and Canada and as a result I have a very good understanding of the US and Canadian Real Estate Market. I am also an Investor and Trader. Invested in Stocks (Locally -Philippines Stock Exchange) and Trade in Forex (Foreign Exchange). I also conduct seminars to Forex and Stocks for Free. Other Role: ✔ Project Manager ✔ FOREX Trader / Trainer ✔ Stocks Trader / Investor ✔ Customer Service Representative (Inbound-Outbound) ✔ Telemarketer (B2B, B2C, Cold Calling, Warm Calling, Appointment Settings, Telesales) ✔ Real Estate Expert (FSBO's, Expired Listings, Short Sales, VA) -Buyers -Investors -Realtors ✔ Add Postings Over the last few years, I’ve been managing teams from the call center industry and here on oDesk. One of my main goals is to help provide cost-effective solutions for you and your business. I have more than 2 years of total experience in customers of working in this industry I handled Customer Service, Telemarketing & Telesales (Appointment Setting, Cold and Warm Calling), Virtual Assistant, and Data Entry Professional with several US, Canada, UK, Australian and Asian companies including Real Estate industry, Insurance Company, Banks, Telecommunications Small to Medium size of Business and in US Government. As a customer Service Representative / Telemarketer I can do the following, Selling, Assisting and Dealing with clients. I am good in Both Written and verbal skills. I am also knowledgeable in Microsoft office applications ie; excel, word, PowerPoint presentation. Selling is my passion and I love dealing with people, I handle Inbound and Outbound Business to Business call, Business to Customer and Cold Calling. Flexible in my office hours (PST or EST) positive, can multitask and explorer type of person. I aim to join a highly competitive industry in the world and maximize the company’s output and productivity by providing great customer service to meet the company's stated missions and goals. Thank you so much and wish to speak to you soon. Regards, Larry Colinares VA / Telemarketer / CSR / Data Entry / Appointment Setting / Real Estate Expert Project and Team Manager

    Associated with: 24/7 Contact Center Solutions®

    $7.50 /hr
    3,638 hours
    4.86
  10. Gary Wallace

    Gary Wallace

    Meticulous Passion

    United Kingdom - Last active: 05/18/2013 - Tests: 19

    I am a passionate and meticulous writer and I strive for complete perfection. Every letter, word and sentence is placed with complete pre-meditation and it would be my absolute pleasure to create a piece for you to the highest of standards. My style of writing is diverse but regardless of the subject matter, I constantly seek to create a piece that has truly reached its full potential. My aim is to obtain a new literary agent better suited to publishing the style of writing that I most enjoy doing and I will pursue my goals with the utmost conviction. Bringing words to life and capturing the attention of my audience fills me with the utmost satisfaction. I have written several books, which my previous literary agent was confident were publishable, and thrive under the constraint of time. I welcome any challenge and put my heart and soul into any piece I am tasked with creating. I am more than adept at writing in different styles, whether it be a work of fiction or an informative article, and can very much grip my target audience. I always drive myself to exceed the expectations of those who have put their trust in me.

    $7.78 /hr
    19 hours
    4.88