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classify contacts by “investor type”

1) I have an email list of 8,000+ contacts they each require classification by type of investor in finance

2) I have their name first & last, email address and in most instances job title and company

3) I need to classify each contact by the criteria which is investor type which are in these categories;

• Asset Management / GP / FOF / Holdco.

• Corporate Plan / Insurance / Hospital

• E & F

• Family Office

• Ind. Wealth Management / RIA / BD

• OCIO / Consultant

• Private Bank / Wirehouse

• Public Plan / SWF


5) The project is to go through each contact and if necessary look them up on Linkedin AND/OR look up their company on the internet and

6) Record on a spreadsheet next tot their name the TYPE OF INVESTOR they are

If you re successful on this first 8,000 I have other similar lists requiring the same.

sample data file attached names blocked out just for your info

Beceriler: Veri İşleme, Veri Madenciliği, Yatırım Araştırma, Finans, Data Analysis

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İşveren Hakkında:
( 46 değerlendirme ) Atlanta, United States

Proje NO: #25012427

Bu iş için 12 freelancer ortalamada $221 teklif veriyor


Moonstone investment incorporated - Asset Management AFP - Hospital Hi, I understood the requirements of the project and I am ready to do a few samples too. I have already done tow above. Could you please send me the s Daha Fazla

$200 USD in 3 gün içinde
(80 Değerlendirme)

I have 7 years R programming experience and work as a Data Scientist and Algo Trader in Dublin Ireland. I have a financial services background and I understand the terminology. I can build you a classification model f Daha Fazla

$175 USD in 7 gün içinde
(10 Değerlendirme)

hi, i am a finance background freelancer and understand yours requirement and ready to give you sample if you can share some name with me. proof of my understanding as under • Asset Management / GP / FOF / Holdco.(H Daha Fazla

$250 USD in 7 gün içinde
(8 Değerlendirme)

Hi There, Please check my recent data research project feedback for better understanding my skills. I have check all the category ,i will fins the LinkedIn or appropriate information. Need to discuss over chat PM?

$250 USD in 7 gün içinde
(4 Değerlendirme)

Hello, I have a few questions about your project. Please send me a message so that we can discuss more. Many thanks Susan.

$250 USD in 7 gün içinde
(2 Değerlendirme)

Hello!! I am a commercial writer, market research analyst proficient in delivering high quality work that is well- researched, authentic, unique and plagiarism free. Owing to my experience of more than 5 years, I have Daha Fazla

$250 USD in 7 gün içinde
(0 Değerlendirme)

Good afternoon It's my pleasure to apply to this project, i'm expert MS office 365 and I've full awareness about microsoft outlook on the other hand i'm expert user linkedin many project done with the same process and Daha Fazla

$140 USD in 7 gün içinde
(0 Değerlendirme)

hi I am an expert in advance ms excel.i read all of your requirements about the 8000 list handling..I will do all in a spreadsheet as per your requirement of rows and columns selected..let's have will find p Daha Fazla

$278 USD in 3 gün içinde
(0 Değerlendirme)

Hi there, I am very good at web research, Contact list building and data classification. I have read your job description carefully. I will able to classify contacts by “investor type” accurately. If you want, I can Daha Fazla

$220 USD in 7 gün içinde
(0 Değerlendirme)

Hello, I trust this meets you well. I have gone through your project description ,with an experience in banking I believe I can easily categorise your contacts according to investment types. Relevant Skills and Experi Daha Fazla

$244 USD in 7 gün içinde
(0 Değerlendirme)

Dear Sir, I am an accountant by profession and i know exactly what you need. I have excel knowledge and other skills required for this. I am sure you will love my work. hope you will hire me to get the best results for Daha Fazla

$250 USD in 7 gün içinde
(2 Değerlendirme)

Dear Client, Greetings. I have reviewed whole project details and the attachment picture. I have understood what to do. I am very interested to do the job as I have vast experience in Excel Work. We can discuss other p Daha Fazla

$150 USD in 3 gün içinde
(0 Değerlendirme)