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.
19 freelance font une offre moyenne de $12/heure pour ce travail
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
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.