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Do some advanced Excel Work for a Financial Spreadsheet

I have a sophisticated Excel Spreadsheet that is used in the Australian Financial Advice industry. It is used for research and analysis on a couples financial situation and allows for recommendations off the back of the analyisis.

One of the next features to add on is the ability to hold a database of managed funds/investments. Each fund would have detail of its fees (ICR and MER), asset allocation, buy/sell spread, and potentially performance figures.

We would expect to have a list of around 500 managed funds with all this detail.

There are a number of places that we will need to be able to select various managed funds, and the % that would go into each fund to produce a portfolio. The portfolio would then need the weighted total figures for each of the different variables.

Also, we would need a way to be able to analyse transaction fees for rebalancing a portfolio. ie it would need to work out the buy sell spread fees on the different rebalances.

This will make a lot more sense once I show you 2 spreadsheets that we have. However, given the size of the spreadsheet already - we need someone with the skills to make sure that it all works very efficiently and easily.

Lastly - I require someone who is very detail oriented and ensures that they then test their work and make sure that it works how it should. I don't want to have to test it all again after each edit to make sure that it works as intended.

Once Complete - there is a second project that will deal with financial projections over time. It would require quite a bit of work and will put you in good stead to get this job as well.

Compétences : Saisie de Données, Traitement de Données, Excel

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Concernant l'employeur :
( 0 commentaires ) Biyagama, Sri Lanka

N° du projet : #8542302

19 freelances ont fait une offre moyenne de 12 $ /heure pour ce travail

ikramhossien

Dear sir, I am ready to do your job.I am highly interested to do it with Regular updates,timely delivery with 100% [url removed, login to view] can trust me . I am promised to give you high quality work. My work will help you to comp Plus

10 $ AUD / heure
(24 Commentaires)
3.5
indrung

hai I am indra, from indonesia I am a full time freelancer ready to assist you 24/7 in completing the project on time and accurately best regards

10 $ AUD / heure
(1 Commentaire)
0.7
fmulyani

Hello, my name is Fitra Rahmamuliani. I understand well about Excel Work for Financial Spreadsheet because I ever be a treasurer and now I study at Informatics Engineering (Computer Science). Contact me more if you Plus

8 $ AUD / heure
(0 Commentaires)
0.0
myradiegor

A proposal has not yet been provided

12 $ AUD / heure
(0 Commentaires)
0.0
mosx

Microsoft Certified Professional. Analyst for 17 years. Expert Level Ms Excel Skills. Target Oriented. Dedicated to deadlines. Good People skills.

12 $ AUD / heure
(0 Commentaires)
0.0
anitak09

Hi, I have worked with a global top 3 management consulting firm for over 5 years building complex excel models and data analytics. I have also worked with a top investment bank structuring equity and credit derivat Plus

12 $ AUD / heure
(0 Commentaires)
0.0
raviparwan

I have a good handle on Excel and have worked on numerous large models. I would love to get into your project and help add value to it.

12 $ AUD / heure
(0 Commentaires)
0.0
bethuelkiprop2

proficiency in excel spreadsheet will give me an advantage together with the good background knowledge of financial documents like cash flow statements, balance sheets and income statements

12 $ AUD / heure
(0 Commentaires)
0.0
meetpaandu

Why i am a good choice for this project? I did masters in mathematics (missed gold medal by a whisker) Second masters in computer science. Passionate about data mining. Things i promise : I like to keep things Plus

11 $ AUD / heure
(0 Commentaires)
0.0
Ayesha2206069

A proposal has not yet been provided

12 $ AUD / heure
(0 Commentaires)
0.0
dasanayaka123

i have well experience making analytical report so i'm ready solve your problem to fair price to meet your need

12 $ AUD / heure
(0 Commentaires)
0.0
MSExcelGuru

As a current employee for a major US based bank, I can provide what you require. I have worked with Excel and VBA for the past 9 years.

22 $ AUD / heure
(0 Commentaires)
0.0
amansoni456

A proposal has not yet been provided

12 $ AUD / heure
(0 Commentaires)
0.0
sumann99

I have done my graduation BSC in computer science. I have enough knowledge about MS Excel. I like typing and as of now i am free.

12 $ AUD / heure
(0 Commentaires)
0.0
dometitaariane

Im a computer Engineer,i love doing things related with the course i took.i love learning and improving my skills cause i know that it will be my stepping stone in achieving my goals in life.

12 $ AUD / heure
(0 Commentaires)
0.0
SamanthaPearl

My name is Samantha Fitzpatrick. I am interested in your offer regarding the Excel Work for your Financial Spreadsheet. I have worked in a Administrative role throughout my career and have experience in compiling exc Plus

12 $ AUD / heure
(0 Commentaires)
0.0
deepakgupta9

I am looking for a position that would recognize my talent and provide me an opportunity to put in my best for the benefit of the company. I am an experienced Data Entry Operator and Data Processing Assistant and feel Plus

12 $ AUD / heure
(0 Commentaires)
0.0
vpofecs

By viewing the advertisement it is understood that the project is complex. Thus we can undertake this project with utmost care.

12 $ AUD / heure
(0 Commentaires)
0.0
mailmeabhishek

Based on the information you have provided it seems your project would be done via MS Access which would link your excel file as table and based on your requirement jet queries need to be designs which will give you re Plus

11 $ AUD / heure
(0 Commentaires)
0.0