Build a spreadsheet for fund performance

min $50 AUD / hour

In Progress

Posted

almost 8 years ago

min $50 AUD / hour

I would like someone to assist me in building a spreadsheet on a fund's performance (the fund does not exist but is being constructed using existing funds in other jurisdictions). The builder would need to understand Australian funds, how to work with different currencies. Ideally, they would also be able to assist in building some analytics such as Sharpe ratios, information ratios, snail trails, effect of adding the fund to a portfolio etc. The work is required in the next 1-2 weeks.

Analytics

Excel

Investment Research

Project ID: 10812979

About the project

5 proposals

Remote project

Active 8 yrs ago

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Awarded to:

@ghettiara

Hi I am currently working in Fund accounting industry in Melbourne having worked for custodians and fund managers over last 14+years. I don't have experience risk-adjusted return calculation but happy to assist you in if you can guild me. Experienced in calculating performance returns (net,gross, distribution return etc). Please let me know if you are interested, we can discuss more in details.

$55 AUD in 10 days

0.0

(0 reviews)

0.0

@paras18583

I am CFA and FRM holder. My current work involves working on performance calculation on TWRR and MWRR basis, performance attribution, calculating different ratios like Sharpe, Tracking error, Information ratio etc. and much more. I wold be happy to assist you on this project. We can discuss further details over chat.

$55 AUD in 5 days

4.8

(5 reviews)

3.3

5 freelancers are bidding on average $56 AUD/hour for this job

@elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regards

$66 AUD in 30 days