Search Results for: Portfolio Management
Found 14 result(s).
CFA Charterholder or finance professor needed for online high school portfolio management course.
Smiforum is an online learning community for student fund managers. In September 2025, we will begin providing our high school students $1,000 a month to develop securities analysis and portfolio management skills. We are seeking a CFA Charterholder or an experienced Finance Professor to assist us with teaching the course. Ideally, you’d commit 1-2 hours weekly to communicate with our students via...
Job Type: Hourly
Equity Research & Analysis Portfolio Management Financial Modeling Education
Fix my portfolio :)
Hi! I have a portfolio (marketing/social media/communications) industries. I have it in a pdf file but I need someone to help me bc I have more experience to add and I’m not sure if it needs completely re-done or if it should be online, etc. More details available :)
Job Type: Hourly
Portfolio Website Social Media Marketing Marketing Graphic Design Portfolio Management Adobe Photoshop Adobe InDesign Copywriting
Airtable Database for Portfolio Management
I need to build an Airtable data base that will include specific transaction data that will roll up to the company level and companies that roll into the fund level. From all of this, there needs to be another instance for summary outputs for each company in a specific report format.
Job Type: Hourly
Database Design Database Database Management Database Maintenance Database Administration Airtable Critical Thinking Skills API
Individual Stocks Portfolio Management for Growth
I'm looking for a seasoned professional to manage my individual stocks portfolio with a focus on capital appreciation through growth investing. Key Responsibilities: - Actively monitor and manage a portfolio of individual stocks - Employ growth investing strategies to drive capital appreciation Ideal Candidate: - Proven experience in equity portfolio management, specifically with individual...
Delivery Time: 2 days left days
Business Analysis Business Plans Financial Analysis Financial Research Market Research
Build a Dashboard for Excel Portfolio Management Sheet
I have a Stock Portfolio Management Excel Sheet that includes details such as my stock portfolio, daily/monthly P&L, and daily transactions. I need assistance with verifying and improving the Excel formulas and creating a comprehensive dashboard for better data visualization. Additionally, I'm open to implementing a script that can automate data retrieval from my brokerage account and upd...
SAAS B2B Project Portfolio Management Streamlining App
I'm seeking a skilled developer to create a SAAS B2B MVP application aimed at streamlining our internal project portfolio management processes. Key Requirements: - Design and develop back-end database - Integrate user interface with back-end database. - Potential API development Ideal Skills: - Proficiency in SAAS application development and architecture - Experience in creating B2B applic...
Delivery Time: 2 days left days
Database Development Full Stack Development HTML User Interface / IA Website Design
Personal Assistant: Property Portfolio Management -
N/D
Delivery Time: 6 days left days
Mutual Fund Portfolio Management System
Functional Requirements 1. Explore Funds (Research Vendor API) Oversee platform operations, compliance, and business development. Implement technical solutions, cybersecurity, and infrastructure scalability. ● Fetch & display AMFI-registered mutual funds. ● Advanced filtering, sorting, and comparison options. ● Real-time NAV updates, risk analysis, and fund performance metrics. 2. Mutual Fund ...
Delivery Time: 16 hours left days