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I’ve decided to turn my recent job-search challenges into an opportunity to grow. My long-term goal is to build a career in finance, with a clear emphasis on investments, and I’m looking for a mentor who can guide me through the steps needed to get there. Here’s what I hope we can achieve together: first, an honest assessment of my current skill set; second, a practical roadmap that shows which competencies—whether that’s Excel modelling, Bloomberg terminals, Python for financial analysis, or relevant certifications—I should prioritise; and finally, résumé and LinkedIn feedback so my profile speaks directly to hiring managers in asset management, equity research, or related investment roles. Deliverables • Three live coaching sessions (Zoom, Google Meet, or similar) • A written career roadmap outlining milestones, recommended learning resources, and realistic timelines • An annotated résumé/LinkedIn review tailored to entry-level investment positions Acceptance criteria: all sessions completed, roadmap delivered within 48 hours of the final call, and résumé feedback presented in an actionable format. If you have hands-on experience in portfolio management, brokerage, or any investment-centric finance role and enjoy mentoring newcomers, I’m eager to hear how you can help me move forward.
Proje No: 40087473
16 teklifler
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16 freelancer bu proje için ortalama $19 USD/ saat teklif veriyor

I can guide you in your investment-focused finance career journey. With expertise in Python, Excel, Statistics, Finance, and Business Analysis, I am equipped to provide the mentorship you seek. Let's discuss how we can tailor your roadmap, enhance your skills, and optimize your resume for investment roles. Budget flexibility is possible once we delve into the full scope. My commitment is evident through my profile, showcasing 15 years of experience. Your satisfaction is my priority, and I am ready to kickstart this project. Let's connect and make strides towards your finance career goals.
$18 USD 3 gün içinde
5,5
5,5

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
$20 USD 10 gün içinde
5,6
5,6

Hi There, I’ve carefully reviewed your project on finding a mentor for your career transition into finance, particularly in investments. I understand the importance of having a clear roadmap and tailored feedback in pursuing your goals, and I'm here to assist you in this journey. My name is Faisal, and I have over 5 years of experience in finance, specializing in investment management, financial analysis, and business analysis. My expertise in Python, Excel, and statistical analysis will ensure you receive actionable insights and guidance tailored to your aspirations in the investment industry. Here’s my portfolio showcasing my relevant work in finance and analysis: https://www.freelancer.com/u/mfaisal3096 I look forward to the opportunity to support you in navigating your career path, setting you up for success. Thanks, Faisal
$15 USD 7 gün içinde
4,6
4,6

Hi, thanks for sharing your goals so clearly, I really respect the mindset of turning a tough job search into a long term investment career plan. I have hands on experience working in investment focused finance roles and mentoring early career professionals aiming for asset management and equity research. I’ve helped candidates move from general business or technical backgrounds into finance by first identifying gaps, then building a focused roadmap instead of trying to learn everything at once. One common challenge I’ve seen is people overinvesting time in theory without signaling job readiness. I solved this by prioritizing practical Excel financial models, Python for market data analysis, and role specific resume positioning that mirrors how hiring managers screen candidates. I’ve coached mentees on structuring CVs for analyst roles, reframing projects into investment narratives, and optimizing LinkedIn for recruiter searches. In our sessions, I’ll give you an honest skills assessment, a realistic step by step roadmap with timelines and resources, and very actionable resume and LinkedIn feedback aligned with entry level investment roles. I enjoy mentoring and focus on clarity, confidence, and measurable progress so you leave knowing exactly what to work on next.
$20 USD 40 gün içinde
3,5
3,5

Hi Before we begin I have three quick questions to understand your starting point 1 What is your current education or professional background in finance or accounting 2 How much total work experience do you have and in which roles 3 Are you currently a student job seeker or working professional planning a transition into investments My approach 1 Assess your current skill set honestly across finance concepts Excel analysis and market understanding 2 Build a clear career roadmap focused on investment roles covering skills like financial modelling research tools certifications and timelines 3 Guide you on practical learning paths including hands on exercises resources and interview focused preparation 4 Review and refine your resume and LinkedIn profile so they align with entry level roles in equity research asset management or investment analysis About me I am a Chartered Accountant and CPA with over 8 years of experience working with clients across Dubai USA Singapore and the UK. My work spans financial modelling equity research investment advisory and finance focused roles. I regularly mentor professionals who want to build or transition into investment careers. My profile here may look new but I have served more than 300 clients already and I am confident I can help you move forward with clarity and direction
$25 USD 40 gün içinde
3,6
3,6

I bring 13 years of professional experience delivering high-quality results. I have strong expertise in all the required skills listed for this project. My approach ensures accuracy, clear communication, and timely delivery. I am confident I can exceed your expectations with efficient, reliable work. Looking forward to contributing to your project—ready to begin immediately.
$20 USD 40 gün içinde
3,1
3,1

Drawing on my extensive experience as an Industrial Engineer specializing in Data Science and Python Automation, I'd be thrilled to guide you towards a successful finance career with an investment focus. My ability to automate data entry, scrape information from the web, process complex financial data using Python - these highly valued skills can be instrumental in fine-tuning your future finance model. I also ensure clean, documented code, which makes it easier for you to comprehend and apply any financial analyses we undertake. Having helped businesses simplify cumbersome processes and save time through automation, I'm adept at creating clear roadmaps towards business objectives. I'll bring this skill to help you identify the key competencies important to your transition into investment-focused roles, along with realistic deadlines so you can make steady progress. Lastly, the multidimensional aspect of my profile ensures that we not only maximize your skills in Excel modelling or Bloomberg terminal but also explore using Python for financial analysis or relevant certification opportunities in order to provide a comprehensive view of your candidature. As a coach and a mentor, my commitment is not just limited to providing the consultation sessions but making sure you have an actionable career roadmap and tailored CV framework essential for career advancement. Invest in me to invest in your flourishing finance career today!
$20 USD 40 gün içinde
0,0
0,0

i am the best 13 years of experience in stock market. recently given return to my client i am the best 13 years of experience in stock market. recently given return to my client
$15 USD 40 gün içinde
0,0
0,0

Hi, I’m Erick. I’ve built my career in finance with a strong focus on investments and I’m a CFA charterholder, so I’m very familiar with what’s actually expected in investment roles. My approach is to first understand where you are today, then help you prioritize the skills and steps that really matter, whether that’s modeling, analysis, or deciding if certifications like the CFA are right for you at this stage. We’ll build a clear roadmap, and I’ll give you direct feedback on your résumé and LinkedIn so they speak to hiring managers, not just list skills. The goal is clarity, focus, and steady progress.
$20 USD 40 gün içinde
0,0
0,0

As a seasoned Full-Stack Developer, my understanding of various programming languages including Python, provides me with unique perspective on the world of finance and investments. My multi-faceted skillset in addition to my 12+ years of experience ensures I can effectively assess and help develop your skills - whether that be navigating Excel models, utilizing Bloomberg terminals or implementing Python for financial analysis. I'm no stranger to set realistic timelines and with my long-term support, will be here to accommodate any further adjustments to your career road-map as you move forward. Above all else, I pride myself on providing top-notch quality consistently. Even though our sessions may be remote (Zoom, Google Meet or any similar platform), my clear communication style and ability to deeply understand clients' needs ensure there is no compromise on quality. With me as your mentor, you can be confident that the deliverables will meet not only the letter but also the spirit of the goal outlined in the project description.
$15 USD 40 gün içinde
0,0
0,0

Investing for 5 years now, first with investing funds and from a year and a half ago, stock market investor. Focused on value growth and dividends. I can be your guide if you let me do it ;)
$20 USD 5 gün içinde
0,0
0,0

Sulawesi Tenggara, Indonesia
Ara 22, 2025 tarihinden bu yana üye
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