Excel formula help

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Hello. More 20 years mathematics and programming experience. I need more details to set real time and price. Regards. -----------------------------------------------------------------------------------------------------------------------------------------------

Hi, I'm well versed in all versions of excel and its formula. Kindly let me know specific details or sample xls to help me better understand the requirement. Thanks and Regards Logan

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Greetings, I do not anticipate to take very long on this for you! Below is my bio: David is an investment analyst for Wealth Management, with over $5 billion in assets under management. David is directly involved with the Fixed Income and the Equity strategy teams. He performs research and analysis for equities, bonds, and due diligence on fund managers. He is responsible for creating proposals for potential clients, as well as performing additional analysis for existing clients, based on their requests. David is a Level II Candidate for the CFA. • Lead Analyst on Fixed Income Committee • Meet regularly to discuss outlook and positioning of fixed income portfolios • Perform due diligence on bond portfolios, including corporate, municipal and non-rated bonds • Created a Fixed Income Analysis tool, linked to Bloomberg through Excel, which can determine a variety of metrics on a bond portfolio as well as individual bonds • Analyze client portfolios to ensure compliance with their investment policy statement and recommend any necessary changes • Assist portfolio managers on a day to day basis with research projects, portfolio rebalancing, fund trading and due diligence • Present self-written research reports and updates to the investment team • Build spreadsheet templates for use of future analysts and portfolio managers • Skills: investment research, VBA spreadsheet modeling, graphs/tables, forecasting