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Communicate with people who manage big financial business projects

$1500-3000 CAD

Cancelled
Posted over 8 years ago

$1500-3000 CAD

Paid on delivery
Hi business people on Freelancer, I need to work with people in the field of portfolio management. You need to have experience at managing portfolios for corporations. We will give you the resources you need to use to manage our web businesses - all of our web businesses have a consolidated value of over $23,000 CAD We can pay you $1500 CAD for portfolio funds management and continue our working relationship with you in a separate project.
Project ID: 8245139

About the project

10 proposals
Remote project
Active 9 yrs ago

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10 freelancers are bidding on average $1,883 CAD for this job
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Hi I would like to work for you. I have more than decade long experience in investment banking and financial services I am a qualified finance professional with 25+ years of experience in Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting business. With this background, I will be able to deliver better service for you. My skype ID: sanjib360. Look forward to hear from you. Best Regards / Sanjib
$2,000 CAD in 30 days
5.0 (2 reviews)
3.1
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A proposal has not yet been provided
$1,500 CAD in 30 days
4.1 (2 reviews)
2.3
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I have an international background in funds management. I have worked in senior management or director roles for Macquarie Bank, Lumley Life, McIntosh Securities (in charge of all retail - private bank, financial planning, funds management, and stockbroking), Watson Wyatt Actuaries looking after investment management, ABN-Amro ($200 Billion portfolio), IOOF ($6.5 Billion) as Group General Manager, and my own clients. I am very experienced at winning business from the top 800 corporations and very high networth individuals. I was involved with the management of $three clients worth $8billion in total. I broke a number of sales records with Watson Wyatt - 62 new investment and actaurial clients every month for 62 months. I have an intimate understanding of the funds management business - how to get managers replaced and win portfolio management. I know how to set benchmarks, create performance analytics in your favour (information ratio for example) and how to contact decision makers and get to see them. I am also an investment banker to the natural resources and energy industries so I know how to contact bother buyer and providers of finance and equity and debt in the public and private markets globally. I work in Australia, Hong Kong, China, New York, London, Vancouver and Latin America (Lima and Santiago).
$3,000 CAD in 30 days
0.0 (0 reviews)
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My background is as a generalist in financial services, including financial analysis, venture capital investing, business development, and fundraising. With an MBA from a top tier school, I am well versed in capital markets, market research, and financial analysis. I do have some experience in portfolio management, managing a $100 million bond portfolio for high net worth individuals. I would welcome the chance to learn more of your projects and how I can be of assistance.
$1,666 CAD in 30 days
0.0 (0 reviews)
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A proposal has not yet been provided
$1,500 CAD in 30 days
0.0 (0 reviews)
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Hello, I have worked earlier in portfolio management and investment research. I am ready to work for you and understand the further requirements of your project. Also I have mentioned 20 days in my bid but I am ready to put in more working days at a lesser cost if required. Thanks Garima
$1,500 CAD in 20 days
0.0 (0 reviews)
0.0
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Hi based on the work we've done before - I think we'd be a perfect fit for your firm. We'd love to schedule a talk to set metrics and assist in developing ways to maximize your return on our services. We've managed the portfolio of a holding company that had primarily web based companies, and would love to find out how we can help you. After our talk, we'll tailor a much more customized proposal to fit your needs. We'd be happy to offer some sample client strategies and the stats on our previous work after speaking with you. Even if you don't use all of the strategies we recommended, it will help you see your business marketing in a comprehensive manner as we work the best avenues to generate a return for you. I'd love to talk more via Skype if you'd like to discuss - feel free to add us and we can set a time to proceed to talk further about your needs and business. I'm sure we can come up with something that will work for you. Look forward to speaking with you,
$3,000 CAD in 30 days
0.0 (0 reviews)
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Give me an opportunity to handle this business.
$1,500 CAD in 365 days
0.0 (0 reviews)
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Hello My name is Thomas and I am located in New York. I have several financial service related websites. Thank you for your consideration.
$1,666 CAD in 30 days
0.0 (0 reviews)
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Having extensive experience of over 12 years in investment banking finds me suitable for this job. I have participated in origination and issuance of several different securities in Serbia, including Government Euro - denominated bond and several other equity shares. I have been running financial advisory office with brokerage for 6 years and still manage private (high net's) growth portfolios. To conclude, my professional qualities are diligence, punctuality, orientation to details, ability to analyse large and complex sets of data, adaptibility to different client requirements and needs.
$1,500 CAD in 30 days
0.0 (0 reviews)
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