In Progress

Portfolio Management Tracking Tool

I am looking to enhance an existing spreadsheet. The spreadsheet is a tracking tool for a portfolio of assets across regions and products, both cash and derivative instruments. I will send the sample. I am looking to streamline the daily/weekly process of updating it and enhance the reporting tools so that they are easily transferred to a presentation format. This is basic busy work to start and will build from there.

Skills: Excel, Financial Markets

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About the Employer:
( 0 reviews ) Stamford, United States

Project ID: #4316677

Awarded to:

KKFA

We are a team consisting from an economist graduate from Athens University of Business and Economics,with over 4 years experience in financial markets and a developer graduated from Technological Institute of Athens wi More

$15 USD / hour
(1 Review)
1.0

14 freelancers are bidding on average $18/hour for this job

pzfreelancer

Need more details pls

$25 USD / hour
(1 Review)
3.5
Siush

I can do your job.

$18 USD / hour
(1 Review)
3.3
marianstoik

I am available for this project. If you want to export the data to a presentation you could use graphs. I am expert in Office, I can help with your project. It remains to discuss about details.

$15 USD / hour
(1 Review)
2.9
priyal1997

Can match 100% your requirement

$15 USD / hour
(3 Reviews)
2.2
anamaria1979

need to discuss the first hour monitoring Hy! I am a teacher and I want to work in this project.I work as an informatician since 2001. Thank You!

$15 USD / hour
(0 Reviews)
0.0
DianaMJ

Hello, Please check your PM. Thanks..

$25 USD / hour
(0 Reviews)
5.4
McSave0710

I think I can do it very well. I will enhance you're spreadsheet with a very simple method. If you choose me, I will tell you the details, it would be easier to find the entries. It will be like a database, but made in More

$15 USD / hour
(0 Reviews)
0.0
Cherry1489

Hello sir..I am willing to do this project effieciently..Thank you

$15 USD / hour
(0 Reviews)
0.0
ankiteng1989

Hello, sir.I am highly interested with this project. I will make you satisfy with my work and I will finish the job as soon as possible after I get the project details. Me and my team really hope that you will let do t More

$15 USD / hour
(0 Reviews)
0.0
SolutionsAtBest

Hi: I'm a certified project manager professional and have more than 25 years of experience. I use this type of reports and can certainly can help you.

$22 USD / hour
(0 Reviews)
0.0
holamc

Good Day, I have extensive experience working in the financial industry as well as being a CFA charterholder. I have created a number of financial models/reports and will be able to automate much of the manual sprea More

$20 USD / hour
(0 Reviews)
0.0
Venurawele

I am a finance PHD student. I have experience with excel as well as derivative pricing. I will need a bit more details.

$20 USD / hour
(0 Reviews)
0.0
qualifiedcoders

Hi We are interested in your project and read your [url removed, login to view] have completed 150+ big projects in last 5 years. Please check private message board for details.

$20 USD / hour
(0 Reviews)
0.0