Portfolio Analysis

Portfolio analysts will perform several duties, including:

 Conducting detailed portfolio analysis

o Track Economic Trends

 Study trends in the economy and business, such as interest

rates and stock values, which will positively or negatively

affect the value of a client’s investments

o Included in the portfolio analysis is a comparison of different


o Consideration of historic trends,

o Understanding of financial metrics and regulatory/legal restrictions

that may impact the portfolio.

 Preparing reports.

o Generate portfolio analysis reports regarding investment values,

performances and trends and present this material to clients on a

regular basis.

o These reports can be generated monthly or quarterly.

o These reports might include details about investment risks, product

pricing and rate changes

o Recommending the best investment vehicles based on performance

o Knowing various investment types, such as stocks , ETFs options, and


 Conduct Investment Analysis

 Evaluate the performance investments, such as stocks and bonds, and

make recommendations to help improve performance.

 Analyze financial statements and other financial information to determine

a client’s value and assist them in making financial decisions.

 Utilize software applications that attribute portfolio performance to

individual securities or asset allocations.

 Conduct client meetings, and communicate portfolio information to clients

and client requirements to managers.

Beceriler: İş Analizi, Araştırma Yazarlığı, Rapor Yazma, Finans, Finansal Araştırma

İşveren Hakkında:
( 0 değerlendirme ) United States

Proje NO: #23958703

Bu iş için 20 freelancer ortalamada $28614 teklif veriyor


Hi, I will provide you a quality portfolio analysis. I am a PhD writer with 10 years of experience. I have worked on several similar projects of portfolio analysis, and can deliver quality analysis to tight deadlines. Daha Fazla

$20000 USD in 15 gün içinde
(1019 Değerlendirme)

I am a professional full time academic research writer fully proficient in HARVARD, APA, MLA, Chicago and Oxford writing styles. I am competent in writing dissertations, thesis, reports, case studies, personal developm Daha Fazla

$20000 USD in 60 gün içinde
(662 Değerlendirme)

Hi, I'm experienced writer. I offer high quality services with unlimited revisions. I liked your project, and I'm very much interested. Just send me a message so that we can discuss further. Thanks in advance!

$20000 USD in 7 gün içinde
(150 Değerlendirme)

I can adequately handle your task to present professional technical and fundamental financial analyses. Hello, I am a professional content writer and editor with over 13 years of experience. I have a master degree in m Daha Fazla

$27777 USD in 15 gün içinde
(131 Değerlendirme)

Hi, I am continuously careful to execute correct descriptive linguistics and punctuation and are actively writing. I have done master's in content writing which provides me with the necessary background to handle yo Daha Fazla

$20000 USD in 7 gün içinde
(48 Değerlendirme)

Greetings. Thank you for the opportunity to bid on this project. I am a finance professional with over 25 years of experience with blue-chip multinationals. More importantly, I am a CFA charterholder since 2013. As y Daha Fazla

$44500 USD in 30 gün içinde
(11 Değerlendirme)

Hello, I have done many investment proposal writing projects along with detailed financial analysis. I can show you samples of my past work. I have done master in finance and have more than 12 years of experience in w Daha Fazla

$20000 USD in 10 gün içinde
(27 Değerlendirme)

"Hello, Business writing should not only present a formal mode of communication but should be able to serve four goals; pass information, deliver news and call for action. My expertise in business writing aims to give Daha Fazla

$20000 USD in 7 gün içinde
(27 Değerlendirme)

HI there, I have 7 plus years of professional experience in capital markets investment management research and analysis. I am ACCA member and FMVA (Financial Modeling & Valuation Analysts) from CFI. I can manage portfo Daha Fazla

$20000 USD in 5 gün içinde
(22 Değerlendirme)

Hi there, I am an expert Writer, I have worked for several years. Portfolios and reviews can be shown please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your projec Daha Fazla

$50000 USD in 4 gün içinde
(6 Değerlendirme)

Dear Mr/Mrs/Ms, I'm an innovative technology, financial and commercial professional with 10+ years experience in top international IT/management consulting firms, regional top banks and large global Fortune 500 multin Daha Fazla

$25000 USD in 120 gün içinde
(1 Yorum)

Hy, You seems to be in need of a professional. I am a Chartered Accountant Finalist and Financial Analyst with great and professional experience in freelancing for 4 years now and i have worked with thousands of priva Daha Fazla

$35000 USD in 7 gün içinde
(3 Değerlendirme)

I am professional with 3 years of experience working as an equity analyst with all the skills and knowledge required for your project. Please send me a message and we can discuss it further in detail.

$35000 USD in 7 gün içinde
(1 Yorum)

HI I am experienced in Financial Research Report Writing Finance etc I can start right now but i have few doubts and questions lets have a quick chat and get it started waiting for your reply

$35000 USD in 7 gün içinde
(0 Değerlendirme)

Hi There! I just joined Freelancer. I am career auditor and certified public accountant trained at a Big 4 accounting firm and spent 5 years (audit manager) at one of the world's largest banks. I produce high quality w Daha Fazla

$20000 USD in 10 gün içinde
(0 Değerlendirme)

I own a consulting company and have over twenty years experience working with Financial Advisors and their clients. I would need more detail on the volume of work, but with regard to the scope outlined, I would be abl Daha Fazla

$40000 USD in 120 gün içinde
(0 Değerlendirme)

Narinder Alliance Technologies LLC An IT Consulting and Software Development company. We have a team expert in Web Designing, Application Development and Databases. We have worked on various projects across various in Daha Fazla

$50000 USD in 120 gün içinde
(0 Değerlendirme)

Dear sir. Your project attracted my attention at first glance, because I've extensive experience in Portfolio Analysis Programming. I'm really confident about your project, and very eager to join your project. If we ha Daha Fazla

$30000 USD in 7 gün içinde
(0 Değerlendirme)

Hi, I am involved in the Indian Financial Markets for the last 15 years. I have worked as Equity & Commodity Dealer, Broker, and Research Analyst in many Stock Broking Companies. I am writing reports on Economics, Equ Daha Fazla

$20000 USD in 7 gün içinde
(0 Değerlendirme)

I am a market enthusiast. I love to read and assess companies. I read reports on Charles Schwab and understand how financial people write. What makes me different from other proposals is that I am here in the U.S Daha Fazla

$20000 USD in 10 gün içinde
(0 Değerlendirme)