Investment banking consulting firm jobs
...bursátiles y contables, con un enfoque en el uso de herramientas tecnológicas y la importancia de la interpretación crítica de datos: Financial Analysis Skills for Interpreting Market Reports The modern financial landscape is characterized by an overwhelming volume of data, making it imperative for analysts to possess a robust skill set to effectively interpret market reports and make informed investment decisions. A deep understanding of financial accounting, coupled with proficiency in data analysis tools, is essential for navigating the complexities of the financial world. Core Financial Accounting Knowledge At the heart of financial analysis is a solid grounding in financial accounting principles. Analysts must be able to: Read and interpret fin...
...sprinkler system for irrigation on our golf course, sourcing water from a nearby pond or lake. Key notes: - pump system is already there but may need some updates - Utilize a pond or lake as the primary water source which is on site and working with our pump system - the system in place is 50 plus years old and needs to be replaced - the design portion of this will be done in 60 days by a irrigation firm Key Responsibilities: - to manage the project through completion - supervise and hire responsible contractors - get job done with in the time limits set forth (approx before oct 1, 2025) - this job is expected to take approx 90 days to complete aftermaterials are on job site Ideal Skills and Experience: - Blue print reading - Proven experience with large scale sprinkler syste...
...accounts, and accessing other financial services. - Product Recommendation: Advising clients on an array of financial products such as mutual funds, stocks, and bonds. - Portfolio Planning: Creating and managing bespoke investment portfolios. Ideal Skills: - Proficiency in digital marketing strategies targeted towards HNIs. - Excellent networking abilities and experience in attending high-profile events. - Strong relationship-building skills with a client-centered approach. - In-depth knowledge of various financial products and market trends. - Experience in managing investment portfolios. Your ability to cross-sell other products and research new opportunities will be key to this role. Keeping informed about industry trends and regulations is also essential. The goal i...
With 3 years of experience in the banking sector, I aim to leverage my customer service skills in the betting industry, specifically related to mobile banking transfers. I'm interested in handling transaction processing tasks for betting websites, ensuring smooth and efficient transfers for users. Ideal Skills and Experience: - Extensive customer service experience - Knowledge of banking and transaction processes - Familiarity with mobile banking systems - Ability to work in a fast-paced environment - Strong problem-solving skills - Excellent communication skills
Are you an experienced SAP tester with expertise in the Materials Management (MM) or Sales and Distribution (SD) module? Do you have a strong grasp of the complete testing lifecycle and end-to-end processes? If you’re ready to contribute to innovative, global-scale projects, we’d love to meet you! ? What are we looking for? At B&T Consulting, we are seeking two Testing Services Specialists to join our team—one for the SAP MM module and one for the SAP SD module. Both positions require candidates with 5+ years of experience in SAP testing. The ideal candidates will possess solid expertise in managing the entire testing cycle, executing User Acceptance Testing (UAT), and driving successful SAP module deployments. ?️ Key Responsibilities: Define global...
...Familiarity with commercial real estate assets preferred but not mandatory. - Ability to learn quickly and understand new assets. - Strong analytical skills and attention to detail. This project requires someone who can not only crunch numbers but also develop a good understanding of the assets being evaluated. Your expertise will be key in determining the most suitable financing route for each investment opportunity....
...track the MLM network. This includes monitoring individual investors, their referrals, and the overall network growth. - **Investment Options**: The platform should equally prioritize both Fiat/bank and crypto deposit options for users. This inclusivity will cater to a wider audience and enhance investment opportunities. - **Payment Gateway**: The payment gateway should incorporate essential features like Fiat payments, Multi-currency support, and Crypto card integration. This will ensure smooth transactions and cater to the diverse needs of users across the globe. Ideal Skills: - Proven experience in MLM software development. - Strong understanding of crypto investment platforms. - Expertise in developing secure and efficient payment gateways. - Familiarity with i...
I'm seeking a professional to draft a comprehensive business plan for my rapidly expanding construction company. The primary purpose of this plan is strategic planning, but it will also be tailored for bank representatives as we seek to improve our organization and potentially secure further funding. Key components of the plan should include: - An Executive Summary that concisely outlines our business objectives and strategies - A thorough Market Analysis to demonstrate our understanding of the industry landscape - Detailed Financial Projections to showcase our growth potential and financial stability Ideal candidates for this project should have: - Extensive experience in business plan writing, particularly for the construction industry - A solid understanding of strategic plannin...
This program is to be an unpublished, separate tool for my website for asset valuation: www.maskinvurdering.dk. I have prepared a 6 page description of the project, which I have attached. I am interested in firm bids only. Placeholder bids are not to be considered genuine bids and such bids will not be considered.
I'm looking for assistance in finding investors to fund the acquisition of a promising wholesale business. The business is already generating revenue and has been established, making it an attractive investment opportunity. - Funding Sources: I currently do not have any identified funding sources. Therefore, I need help pinpointing potential investors who may be interested in this venture. - Business Plan: At this stage, my business plan is still in the idea phase. I would appreciate a professional who can help me refine it and make it more appealing to potential investors. Ideal Skills: - Investor Relations: Experience in connecting with potential investors. - Business Consultancy: Skills in business plan refinement. - Funding Acquisition: Proficiency in identifying and sec...
...managing content for up to 25 pages. Familiarity with responsive design principles and Bootstrap framework is essential. Experience in developing websites for IT, technology, or consulting businesses is a plus. About Us: We are a technology-driven company offering a wide range of innovative services and solutions, including but not limited to: Data Science and Analytics: Big data solutions, machine learning, and data visualization. Website Design & Development: Custom designs, e-commerce platforms, and CMS implementations. Mobile & Web App Development: Native and cross-platform apps with advanced features. IT Consulting: Cloud solutions, IT strategy, and digital transformation services. Emerging Technologies: IoT development, robotics, drone technologies, blockcha...
...company. • About section (company overview, key numbers, achievements). • Navigation to main sections (Projects, Investment Guide, Contacts). • Call-to-action buttons for Projects and Investor Portal. 2. Projects Page: • Sections for Available, In Progress, and Completed projects. • Each project should have images, brief descriptions, and key details. • Completed projects should display overall profit generated. 3. Investment Guide: • Step-by-step process for investing with the company. • Benefits of working with us: reliability, transparency, profitability. • Links to the Investor Portal and contact forms. 4. Investor Portal (Dashboard): • Overview of the investment portfolio with key metrics. • D...
Seeking a mid-level Company Secretary for our investment firm. The key responsibilities include managing corporate governance, compliance management, and record keeping. Ideal Skills and Experience: - Prior experience in a similar role within the investment industry is a plus. - Excellent understanding of corporate governance and compliance management. - Strong record keeping skills. - Mid-level experience in corporate secretarial services. - Chartered/ Licensed Company Secretary from SSM
I'm seeking a professional who can help increase the membership count of my Telegram channel. The channel targets a specific interest group - individuals interested in money, finance, investment, and wealth creation. Ideal skills and experience for the job: - Proven experience in social media marketing, especially on Telegram - Understanding of finance and investment topics to effectively target the specific interest group - Ability to implement strategies for organic and sustainable growth - Excellent communication skills for engaging with potential channel members.
Logo Name: GRK TECHNOLOGY Telecom & Software consulting
Our CV's need to be professional and easy to use. These are used in an engineering firm and go out with each proposal we do. We need a long form and short form CV. Some tenders request it to be only 2 pages. These need to be changed easily and stand out. I need a unique and visually appealing Word template for a resume. This template should reflect a creative style, standing out from conventional resumes, yet remaining professional and appropriate for a range of industries. I have added the powerpoint template in for a differentiator. I have also attached our logo guidelines. This will be the start of us changing our whole suite of documents. Thank you Ideal Skills and Experience: - Proficient in Microsoft Word - Experience in graphic design or creative design - Previous work ...
I'm seeking a talented designer to create a captivating logo for my real estate investment company, '1st Choice Cash Offer'. This logo should reflect strength and reliability, key attributes in our sector. Key Requirements: - Incorporate a house icon and dollar sign into the design, symbolizing our focus on real estate and investment. - Use a blue and green color scheme, representing professionalism and trustworthiness. - Employ a modern, sans-serif font style for the logo text. Scope of Work: - Provide multiple design concepts. - Deliver the final logo in a timely manner. Ideal Skills: - Proficiency in modern, 3D logo design. - Strong understanding of the real estate investment sector. - Ability to create professional and trustworthy designs. Budget...
We're building a 3D multiplayer air hockey game in Unity, integrating Solana blockchain for a pay-to-play model. We need an expert to consult on: - Crafting secure Solana smart contracts for wagers, payments, and rewards - Implementing real-time multiplayer functionality in Unity, complete with matchmaking and WebGL deployment - Advising on full-stack architecture for scalability and low-latency performance The ideal consultant has extensive experience with Solana smart contract programming (Rust) and Unity multiplayer/WebGL game development. Your role will primarily focus on providing insights on Solana smart contracts, and offering advice on server deployment with an emphasis on server setup, security measures, and load balancing. The consultation will take place over an hour-lon...
I'm looking for someone who can assist in finding law firms in Texas and gathering contact information for 'Partner' names and emails, or all attorneys if 'Partner' is not listed. Key tasks include: - Using a provided list to find Texas law firms. - Once a firm's website is found, collecting "Partner" names and emails. If no "Partner" is mentioned, all attorney names and emails should be collected. - If there are multiple attorneys, an extra row should be added with all the same information, but with the new partner/attorney name and email. - Entering names into the designated column and emails into the corresponding column. Ideal skills for this job include: - Proficient in internet research. - Attention to detail. - Ability to follow in...
I'm seeking a proactive Virtual Assistant (VA) for cold calling potential Real Estate investors. Your primary role will b...these calls is to arrange meetings with interested parties. Ideal Skills and Experience: - Excellent English and Spanish communication skills: You should be comfortable on the phone and able to speak English and Spanish fluently, without a strong accent. - Previous experience in cold calling or sales: Ideally, you should have prior experience in making cold calls, particularly in a sales or investment context. - Having an iPhone: This is necessary for the role. - Access to a computer, good internet, and VPN: You'll need these to perform your tasks effectively. Please note: - You will receive training and provided with contact numbers. - Weekends a...
I am looking for innovative ideas to generate quick income. Ideal skills would include: - Expertise in online sales - Proven strategies in freelance work - Insightful investment opportunities. I would also appreciate support in: - Developing effective marketing strategies - Providing technical development for my ideas - Offering sound financial advice. I'm keen on exploring: - An online business - Stock trading - Engaging in freelance gigs Your experience and expertise in these areas could help me achieve my goal of making money quickly. Please provide examples of how you could assist in your proposal.
I need a comprehensive business plan tailored for attracting local investors. The plan should emphasize: Soap making business start up 1 employee - Financial Projections: Detailed forecasts demonstrating the potential profitability and sustainability of t...comprehensive business plan tailored for attracting local investors. The plan should emphasize: Soap making business start up 1 employee - Financial Projections: Detailed forecasts demonstrating the potential profitability and sustainability of the business. Skills and Experience Required: - Proven experience in business plan writing, specifically for investment purposes. - Strong understanding of financial forecasting. - Familiarity with local investment landscape. - Ability to conduct and incorporate market and comp...
I'm looking for a talented graphic designer to create a logo for my law firm, along with a matching minimalistic header and footer. The logo should be: - Timeless - Abstract and asymmetrical - Incorporating the Scales of Justice - Using a color palette of navy and maroon or linen beige and grey - firm called "Dao & Associates" The header and footer should follow a minimalistic design approach, complementing the logo without overwhelming it. Ideal candidates should have experience in creating professional, business-oriented designs, particularly for law firms or similar industries. A strong portfolio demonstrating abstract design skills is essential. Ability to work with specified color palettes and design minimalistic yet sophisticated elements will be ...
I'm seeking a proactive virtual assistant for my creative marketing firm. Your primary task will be to identify small to mid-tier businesses in the New York area—specifically, service providers, hotels, high end restaurants, country clubs, gyms, etc. —that could benefit from content creation and social media marketing. Key Responsibilities: - Research potential clients: You will need to find and compile a list of suitable businesses. All research must be put into a sheet, organized by category , emails, date of outreach, status in the process, etc. - Sending initial outreach emails: You will be responsible for crafting and sending professional and formal emails to these potential clients. - Managing follow-ups: At least four follow-ups will be necessary for each b...
I'm in need of a skilled website manager for my professional services site. It's crucial that the site effectively highlights the services we offer, which are in the professional realm (think legal, medical, consulting etc.). Key Responsibilities: - Oversee and manage all website functionalities - Ensure service descriptions with pricing are accurately presented - Maintain and troubleshoot the booking/appointment system - Manage the contact form and ensure timely responses - Implement and oversee all other necessary website features Ideal skills and experience for the job include: - Prior experience managing professional services websites - Strong understanding of e-commerce and lead generation elements - Proficient in troubleshooting and maintaining booking/appointment...
...and evidence you have already sent to ensure that your case is presented as strongly as possible. 3. Guidance: I will provide legal advice on the steps you can take to move the matter forward, including how to address alternative dispute resolution or scale the problem, if necessary. Please note that this fee does not cover representation in any official process, as my role is limited to consulting and document preparation. If additional services or representation are needed, we can discuss how to proceed and any associated costs. I hope this clarifies my role and the scope of my assistance. Let me know if you feel comfortable proceeding with these terms. Looking forward to hearing from you. Best regards, Jonathan...
I'm seeking a skilled graphic designer to create a modern logo for my law firm. The logo should incorporate the firm's initials and should convey professionalism and trustworthiness, key attributes for a law firm. Key Requirements: - Expertise in modern graphic design - Ability to creatively incorporate initials into the design - Understanding of design principles that convey professionalism and trustworthiness Please note, I have not yet decided on a color scheme for the logo, so I am open to suggestions. If you have experience working with law firms or similar professional services, that would be a plus. I value creativity and originality, but the final design must also be clean, simple, and easily recognizable.
I need a traditional, professional styled webpage for my law firm, aimed at showcasing our legal expertise. The website should be easy to navigate and include the following sections: - About Us: This section should provide an overview of our firm, our values, and our team. - Services Offered: A detailed list of the legal services we provide. The ideal freelancer for this project should have experience in web development, preferably for law firms or similar professional services. A keen understanding of traditional web aesthetics, combined with a modern twist, will be highly beneficial. I’m looking for a professional who can deliver a clean, easy-to-navigate site that effectively showcases our legal expertise.
I'm in need of a seasoned investment consultant with a strong banking sector background. The primary focus of this project revolves around providing expert advice on potential investment opportunities within the banking industry. Skills and Experience Required: - Extensive knowledge of the banking industry - Proven track record in investment analysis and advising - Excellent communication and presentation skills - Ability to simplify complex financial concepts for easy understanding - Strong analytical skills and attention to detail The ideal freelancer for this role should be able to provide insightful and strategic investment advice tailored to the current trends and developments in the banking sector.
I'm seeking a seasoned business analyst, ideally with an MBA, who can assist in crafting a compelling business proposal for my fuel delivery company. Key Elements: The proposal needs to include a comprehensive market analysis, realistic financial projections, and a robust competitive strategy. Your exper...to potential investors. Current Research: I have some data and research available, but it's not exhaustive. Your ability to supplement this with your own insights and analysis will be key. Skills in market research and data interpretation will be beneficial. Ultimately, this proposal needs to be persuasive and strategically sound in order to appeal to investors. A background in finance or investment would be an advantage. Experience in the logistics or fuel indus...
As a startup, I am in need of a multifaceted HR professional with expertise in talent acquisition and recruitment, organizational culture development, and HR strategy consulting. The primary focus will be on onboarding and training new employees. Key Responsibilities: - Talent Acquisition: Help in sourcing and selecting the right candidates who fit our startup's vision and culture. - Organizational Culture Development: Assist in creating a positive, inclusive and productive workplace culture. - HR Strategy Consulting: Provide strategic HR advice to align our HR practices with business objectives. - Onboarding and Training: Design and implement an effective onboarding and training program for new hires. Ideal Candidate: - Proven experience in HR, particularly in a start...
I'm in need of a professional logo designer to create a striking and bold logo for my financial investment asset management company. The logo needs to be symbol-dominant, reflecting the nature and strength of our company. Ideal Skills and Experience: - Proven experience in logo design, particularly for financial or asset management firms - Strong portfolio demonstrating minimalist, illustrative, and vintage styles - Exceptional understanding of creating bold, impactful designs - Proficient in using design software such as Adobe Illustrator or CorelDRAW - Excellent communication skills for understanding and interpreting client needs
...mutual fund investments with the convenience of traditional banking services, similar to Curie Money. The app should offer the following features: Core Functionality: Seamless integration of mutual fund investments (e.g., liquid funds) with banking-like features. Real-time UPI payments and QR code scanning directly from invested funds. Instant withdrawals and deposits, maintaining liquidity for users. A dashboard to track returns, transactions, and account balance. User Experience: Fully digital onboarding process with KYC verification. Intuitive and user-friendly interface for financial management. Smart recommendations for investment options based on user profiles. Notifications and reminders for account activity, returns, and investment opportunities. S...
I'm seeking a seasoned corporate identity consultant to assist in the creation and refinement of our corporate identity. We are a HR-Consultancy with psychological focus that focuses on top management advisory in recruiting for exposed management positions. The project includes: - Logo Design: Crafting a unique and memorable logo that resonates with our target audience. I need two logos: 1) word mark ("minds & hearts"), 2) figurative mark/logo (stylized anatomical heart) - Brand Guidelines: Developing a comprehensive set of brand guidelines that cover our color scheme, typography, and imagery. - Business Cards: Designing an appealing, exclusive business card design consistent with our brand and appealing to our target audience. - Powerpoint Slide Master: Creating a pro...
I'm seeking a talented graphic designer proficient in Photoshop and Illustrator to create high-quality architectural renderings for my architecture firm, which specializes in church architecture. Key Responsibilities: - Create renderings that incorporate classical artistic elements, stenciling, and ornamental art. - Use provided precedent imagery to enhance designs. - Focus on emphasizing intricate interior details within the renderings. The renderings will be crucial in demonstrating preliminary design concepts to clients and for use in marketing materials. Ideal Skills and Experience: - Proven experience in graphic design, particularly with architectural renderings. - Proficiency in Photoshop and Illustrator is a must. - Experience in creating designs with classical art...
I need a modern, sleek company profile for my construction firm. The design should exude the industry's robustness and reliability, with a professional and clean aesthetic. It should be created in both PDF and Word formats. Scope of work: - Graphic design for the company profile brochure. - Inclusion of sections: About Us, Company Message, Safety Policy, Quality Policy, Mission Statement, and Our Services. - Integration of provided company logo and images. Additional information: - A sample PDF file will be provided for reference. - Ensure that the layout is visually appealing and aligned with provided brand guidelines. - Use suitable colors and a modern and sleek design style. - Fonts will be provided in the brand guidelines. Ideal skills and experience: - Graphic design, ...
...capitalists, so the plan needs to be compelling and meticulously crafted. Key Areas for Revision: - Executive Summary: This section needs to succinctly encapsulate the business's vision and potential, capturing the interest of investors right from the start. - Financial Projections: This will require accurate and realistic forecasts that demonstrate the business's potential for growth and return on investment. - Market Analysis: A comprehensive and convincing analysis of the market landscape is crucial. This should highlight the business's unique position and competitive advantage. The ideal freelancer will have: - Prior experience in crafting business plans for venture capitalists. - Strong skills in financial forecasting and market analysis. - Excellent writing...
I'm looking for a dedicated professional to increase client engagement for my consulting services through cold calling. Your main task will be to reach out to potential clients and present the value of my consulting services in a compelling way. Ideal Skills and Experience: - Excellent communication and interpersonal skills - Experience in cold calling and sales - Understanding of consulting services - Ability to engage clients and generate interest - Resilience and persistence in pursuing leads Please only apply if you are fluent german speaker. There will be a interview
I'm looking for a Meta Ads Specialist who can help me optimize my ads for high conversions. My primary go...Specialist who can help me optimize my ads for high conversions. My primary goal is to increase sales of my digital marketing consulting packages targeted at small business owners. Key Responsibilities: - Create and optimize Meta Ads focused on selling marketing consulting - Maximize conversions and increase sales through strategic ad placements Ideal Candidate: - Proven experience with Meta Ads and sales optimization - Background in marketing consulting or understanding of the industry - Excellent understanding of the small business landscape - Ability to deliver measurable results I'm looking for someone who can turn clicks into clients and ...
I'm seeking a professional to create a comprehensive franchise proposal in a PowerPoint presentation format. Key elements to include: - Market Analysis: An in-depth examination of our industry, competition, and potential growth opportunities. - Franchisee Qualifications: Clear criteria outlining the ideal candidate for our franchise. - Investment Overview: Detailed breakdown of the financial requirements and potential returns. The primary audience for this proposal will be potential franchisees. Therefore, it's crucial that the presentation is engaging, easy to understand, and highlights the lucrative opportunities our franchise offers. Ideal skills for this job include: - Strong understanding of market analysis and franchise operations. - Excellent PowerPoint skills, ...
I'm in need of a professional and corporate styled brochure for my consulting firm. The primary goal of this brochure is to attract new clients and inform partners about our firm. Key Components: - A brief yet impactful company overview - Brief descriptions of the services we offer The ideal freelancer for this project should have a strong background in graphic design and marketing, with a proven track record of creating compelling corporate materials. Creativity in presenting our services in an engaging manner is essential.
As a small business owner, I have chosen Pipedrive as my CRM tool primarily to manage my sales pipeline. I need a professional to set it up for me, provide training on its usage, and offer consulting services from time to time to ensure its optimal functioning. Key Responsibilities: - Set up Pipedrive CRM tailored to manage my sales pipeline. - Provide comprehensive training on how to use the platform. - Offer periodic consulting sessions to troubleshoot and optimize usage. I will be the sole user of this CRM, so the setup should be straightforward and user-friendly. Ideal Skills: - Extensive experience with Pipedrive CRM - Strong background in sales and CRM management - Excellent training and communication skills I need someone who can help me track my interactions via ...
I'm in need of a PowerPoint presentation that encapsulates a case study in the banking and real estate sectors. The primary aim of this presentation is to present research findings. Ideal candidates for this project should have: - A basic understanding of the banking and real estate industries - Excellent PowerPoint skills - Experience in creating presentations to convey research findings Your task will be to design a compelling, informative, and visually appealing PowerPoint presentation. You will need to distil complex research data into easily understandable insights, suitable for a broad audience.
We are looking for a creative pair of hands to design Powerpoint slides. You should be able to suggest alternative design structure for each slide based on the content. Should have worked on 100+ PPT files atleast. This project is not suitable for new designers that are building their skills on client projects. Professional design, someone with investment banking and management consulting design background. Current project has 25-35 slides. Need to start in a day, urgent deliverable in the next few days. May lead to ongoing PPT design/redesign tasks. Please bid with verifiable references/samples, also share the cost in INR per slide.
I'm looking for a writer to create a comprehensive and engaging company profile for my Indian recycling company. This profile will primarily serve to build our brand awareness on a global scale. Key Aspects to Highlight: - Our significant environmental impact: We need to showcase our commitment towards sustainability and the steps we've taken in this journey. - Our achievements: It's crucial to outline our milestones and notable accomplishments in the recycling industry. Tone and Style: - The profile needs to be written in a professional and formal tone. - It should be engaging yet straightforward, reflecting our brand's reliability and credibility in the recycling sector. Ideal Skills and Experience: - Prior experience in corporate writing, particularly for eco-fri...
...and I need this migration to be seamless without any disruptions to the site's functionality. We have Openlitespeed and have Wordfence in wordpress platform. Key Responsibilities: - Migrate the website from AWS Lightsail to EC2 - Provide consulting on the best configuration for our needs - Ensure all current WordPress functionalities remain intact post-migration Ideal Skills and Experience: - Proven experience in AWS Lightsail and EC2 - Strong knowledge of WordPress, Openlitespeed, Ubuntu - Website migration expertise - Excellent consulting skills to suggest the best configuration based on our current low traffic volume (up to 5,000 visits per month) Please note, our current traffic is low, but we're planning to scale soon, so your advice on futu...
Lead Generation Specialist Needed for Consulting Projects I am seeking an experienced Lead Generation Specialist to support my consulting projects and contracts. The ideal candidate will have a strong background in utilizing LinkedIn Sales Navigator, email marketing, and conducting primary research to gather detailed information about potential prospects. Experience in industries like consumer markets, market research, or HR would be a plus. Key Responsibilities: Utilize LinkedIn Sales Navigator to identify and connect with potential clients Conduct email marketing campaigns to generate leads and nurture prospects Perform primary research to gather background information and details on prospects Reach out to prospects via LinkedIn and email as needed Carry out cold calling...
I'm looking for a skilled Excel expert who can transform my investment portfolio data into a user-friendly, dynamic spreadsheet. Key Requirements: 1. Create a comprehensive, dynamic Excel table capturing all of the client's investment positions. 2. Organize information into dedicated columns for each data point (e.g., ISIN, Name, Price, etc.) 3. Utilize advanced graphic design skills to present the data in an intuitive and visually appealing manner. The aim is to create a UX-friendly information table suitable for individual investors. 4. Include a dedicated column with links to Yahoo Finance or Investing.com. Each link should correspond to the historical chart data of each investment position. Ideal Skills: - Proficient in Microsoft Excel - Strong data an...
