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Business & Finance accounting & finance

Financial Advisory

$10/hr Starting at $30

An investment specialist with over 5 years experience in global financial markets. I've averaged a 15% annual return on my portfolio for the last 3 years, outperforming the S&P 500 index. I specialize in wealth management and fund management. I leverage my financial analysis skills to identify and evaluate profitable opportunities in diverse financial markets.

 

As a certified proficient data analyst, I enhance my investment decisions through quantitative analysis. I have completed a Business Intelligence and Data Analysis (BIDA)™ program and I'm proficient in using analysis software such as Power BI, SQL, Tableau, and Python. My BSc in Economics and Finance has equipped me with an expert understanding of the finance industry and international economics.

 

Having successfully graduated from the most in-demand A.I upskilling program(AICE), I now leverage the best general AI and data analysis AI tools e.g JuliusAI to give me efficiency in my workflow process. I value teamwork and collaboration and have demonstrated these skills in my role as a Finance Intern at St Mary's School Lavington, where I conducted reconciliation, cash-flow accounting, financial analysis, and other financial tasks; contributing to the improvement of their financial processes.

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$10/hr Ongoing

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An investment specialist with over 5 years experience in global financial markets. I've averaged a 15% annual return on my portfolio for the last 3 years, outperforming the S&P 500 index. I specialize in wealth management and fund management. I leverage my financial analysis skills to identify and evaluate profitable opportunities in diverse financial markets.

 

As a certified proficient data analyst, I enhance my investment decisions through quantitative analysis. I have completed a Business Intelligence and Data Analysis (BIDA)™ program and I'm proficient in using analysis software such as Power BI, SQL, Tableau, and Python. My BSc in Economics and Finance has equipped me with an expert understanding of the finance industry and international economics.

 

Having successfully graduated from the most in-demand A.I upskilling program(AICE), I now leverage the best general AI and data analysis AI tools e.g JuliusAI to give me efficiency in my workflow process. I value teamwork and collaboration and have demonstrated these skills in my role as a Finance Intern at St Mary's School Lavington, where I conducted reconciliation, cash-flow accounting, financial analysis, and other financial tasks; contributing to the improvement of their financial processes.

Skills & Expertise

AccountingBanking IndustryFinancial AdvisorFinancial AnalysisFinancial PlanningFinancial SecuritiesFinancial ServicesForex TradingInvestment BankingInvestment ManagementRisk ManagementWealth Management

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