NYC Wealth Analysis Internship

@kelvinm094

Hello, I’ve read your NYC Wealth Analysis Internship brief and am energized by the opportunity to elevate your financial modelling workflow. With proven experience in Excel-driven Financial Modeling, Data Analysis, and business planning, I’ve built cash-flow models, refined dashboards via Power Query, and translated complex results into clear, client-ready commentary. My background in financial projections and valuation techniques aligns with your deliverables. I will collaborate with portfolio managers to ensure accurate data imports, robust scenario testing, and versioned models with concise memos that flag risks and opportunities. I can start immediately and deliver a refreshed model with notes within 1-3 days; Best regards, The Team

@EightVeer

Hi there, We will refine your Excel financial model, reconcile imports to custodial statements, and produce concise weekly memos that highlight assumptions, risks, and portfolio implications. We will review the existing workbook structure, Power Query flows, chart outputs, and version-control notes so the reporting remains clean and decision-ready. Our public Freelancer review history includes trading-performance audit, transfer-pricing, and real-estate analysis engagements. Best Regards, 8veer

@doctorkendrick20

Hi, Statistics is my favorite subject and will be glad to help. I have skills in Data Processing, Statistics, R Programming Language, Python, Machine Learning, SPSS, Tableau and Excel.

@besho87

Hello, I’d be happy to support your wealth management team with the financial modelling and reporting workflow. I have extensive experience with Excel, advanced formulas, Power Query, financial analysis, financial modeling, dashboards, and data reporting. I’m comfortable working with large datasets and turning them into clear, actionable insights for decision-making. I can assist with: * Refining and expanding existing Excel financial models. * Building models for additional asset classes and testing assumptions. * Performing cash-flow analysis, valuation, and performance analysis. * Importing and reconciling portfolio data against custodial statements. * Creating clear charts and management-ready reporting. * Preparing concise weekly commentary highlighting key insights, variances, and potential risks. * Maintaining organized version-control notes and a transparent model structure. I’m highly detail-oriented and understand the importance of accurate financial data, particularly when the model supports client portfolios and reporting. I’m ready to start immediately and would be glad to review your existing model and reporting requirements. Best regards.

@mayr81

With my diverse background in web and mobile development, AI automation, and digital operations, I possess invaluable skills that can seamlessly blend with the needs of your NYC Wealth Analysis Internship. My proficiency in data visualization is especially relevant - a central aspect of this project. I have mastered advanced functions, Power Query, and charting in Excel, which will be essential as your intern to refine and expand financial models. Additionally, while VBA may not be a mandatory requirement for this role, my familiarity with it would be an added advantage. Another significant quality I bring to the table is my ability to understand complex technical concepts and explain them clearly to non-technical stakeholders. This aids highly in gathering information or sharing insights from complex analyses into concise reports. In concordance with my resourceful nature, I will also ensure stringent version control on the Excel models and provide weekly updates with detailed notes and explanations. Should I get chosen, I guarantee you a diligent work ethic that leaves no stones unturned, facilitated by my ability to manage projects effectively with an "eye-for-detail" attitude. As your clear and reliable intern who emanates the essence of effective technology use in business operations, I look forward to beginning this valuable journey towards financial analysis and reporting excellence in your firm.

@Sussywells

As an elite legal writer with a passion for data and research, I possess the meticulous attention to detail needed to manage complex financial models and deliver high-quality work within tight deadlines. My diverse background in writing, including press releases and whitepapers, has allowed me to develop adept skills in synthesizing complex information into concise, easy-to-understand reports. I bring not only the necessary knowledge of Excel's advanced functions, Power Query, and charting abilities but also SPSS Statistics and Statistical Analysis. These skills will enable me to refine existing models, incorporate new asset classes, and stress-test assumptions while also deriving actionable insights for your team. Lastly, my dedication to ensuring clients' needs are met aligns perfectly with the ethical considerations required in wealth management. I understand the significance of adhering to jurisdictional laws and conforming to legal requirements while tailoring documents for specific needs- an area where my deep legal knowledge could be beneficial. Given this unique blend of skills and unparalleled work ethic, hiring me would not only provide you with an highly competent intern but also one who understands the larger context of your industry.

@venplura

Hi there! Quick question: are you looking to automate any of the data reconciliation process against your custodial statements, or is that something you're handling manually right now? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. kind regards, Corné

@Andyloredo

The first execution step involves taking the existing Excel models and immediately refining the financial modelling workflow to ensure version control notes are integrated for every update. I will then focus on expanding the models to incorporate new asset classes, directly addressing the need to deepen our financial analysis capacity. Subsequently, I will perform stress-testing on the existing assumptions to generate robust risk assessments for the portfolio. Deliverables will include the continually updated Excel model with version control, a short memo summarizing key insights and flagged risks, and clean data imports reconciling to custodial statements within the required 0.5% variance. This process will be checked by reviewing the weekly submissions against the initial requirements. To ensure the initial ramp-up is effective, are there specific asset classes you anticipate needing to model first?

@yamilgvb

Hi, I have strong experience working with Excel-based analysis, structured datasets, technical reporting, and quality control. I’m comfortable building and refining complex spreadsheets, creating clear charts, reconciling data, and documenting assumptions and changes carefully. I’m particularly interested in applying these skills to financial modelling and portfolio reporting, and I’m comfortable learning established valuation and reporting workflows quickly. I’d be happy to review your current models and reporting process and discuss the expected weekly workload.

@ahmaddar2970

Thank you for the opportunity to support your New York wealth management team. This internship is a strong fit for hands-on financial analysis, model refinement, and reporting work. I’m ready to help maintain and improve your Excel workflow, expand the model for new asset classes, and keep assumptions well-documented and easy to review. I’m particularly aligned with the need for advanced Excel, Power Query, clean data imports, and concise commentary for quarterly reports and client meetings. I also understand the importance of reconciling numbers carefully, maintaining version control notes, and turning model outputs into clear, actionable insights for portfolio managers. I would bring a detail-focused approach, strong analytical discipline, and professional communication to the role. I’d be glad to contribute weekly updates that are accurate, organized, and useful to your team. Best regards.