Save this Search
     
Sort by:
  • Posted Date
Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: Aug 26, 2015  |  Closed  |   10 Proposals
Hi, I'm looking for a research report profiling online asset allocation tools for investors. The report will focus on tools that: - Are publicly available (not solely for adviser or institutional use) - Could require a paid subscription, however preference for free tools. - Do not provide investment execution (e.g. not WealthFront, Betterment, Nutmeg, Motif etc.). - Are for asset allocation across multiple asset classes (not pure stock selection tools). The report is not to be a data dump of publicly available information. Report criteria: 1.List of all tools available (maximum 30) including website link and country of location 2.Numerical ranking (1 = poor, 2 = ok, 3 = good, 4 = outstanding) matrix of the tools. I expect the Consultant to come up with a list of desirable qualities/categories for scoring each tool but may include: a. Usability b. Design c. Accessibility (i.e. tablet/mobile/desktop) d. Asset class coverage (i.e. equities, fixed income, alternatives) e. Free (yes/no...
Category: Management Consulting       

g****s11
 [?]
Sign in to view client's details.
| g****s11
|    Australia
Fixed Price: $60 - $80   |  Posted: Jul 12, 2015  |  Closed  |   4 Proposals
Micro-businesses are businesses with 0-9 employees. There were five million micro- businesses in the UK in 2014, accounting for 96% of all businesses and employing over eight million people (UK Parliament 2014). The European Commission's SME Performance Review (2013) describes the UK as having "a very competitive environment for small to medium sized enterprises compared to other EU Member States". In December 2013, the UK government launched the scheme Small Business: GREAT Ambition, a series of measures designed to make it even easier for small and micro-businesses to expand. In order to take advantage of government policy and expand your micro-business, you have decided to employ four new office and four new sales staff. You will now research, write and implement a strategy to cost, borrow money and equip the business with powerful but cost- effective computing hardware and software. 1) Business strategy: Microsoft Word Use a web browser to research and...
Category: Other - Finance & Mgmt       
Skills: Computer Literacy       

o****ers
 [?]
Sign in to view client's details.
| o****ers
|    United Kingdom
Fixed Price: $60 - $80   |  Posted: Jul 08, 2015  |  Closed  |   3 Proposals
Micro-businesses are businesses with 0-9 employees. There were five million micro- businesses in the UK in 2014, accounting for 96% of all businesses and employing over eight million people (UK Parliament 2014). The European Commission's SME Performance Review (2013) describes the UK as having "a very competitive environment for small to medium sized enterprises compared to other EU Member States". In December 2013, the UK government launched the scheme Small Business: GREAT Ambition, a series of measures designed to make it even easier for small and micro-businesses to expand. In order to take advantage of government policy and expand your micro-business, you have decided to employ four new office and four new sales staff. You will now research, write and implement a strategy to cost, borrow money and equip the business with powerful but cost- effective computing hardware and software. 1) Business strategy: Microsoft Word Use a web browser to research and...
Category: Other - Finance & Mgmt       
Skills: Computer Literacy       

o****ers
 [?]
Sign in to view client's details.
| o****ers
|    United Kingdom
Fixed Price: $40 - $60   |  Posted: Jul 07, 2015  |  Closed  |   0 Proposals
Micro-businesses are businesses with 0-9 employees. There were five million micro- businesses in the UK in 2014, accounting for 96% of all businesses and employing over eight million people (UK Parliament 2014). The European Commission's SME Performance Review (2013) describes the UK as having "a very competitive environment for small to medium sized enterprises compared to other EU Member States". In December 2013, the UK government launched the scheme Small Business: GREAT Ambition, a series of measures designed to make it even easier for small and micro-businesses to expand. In order to take advantage of government policy and expand your micro-business, you have decided to employ four new office and four new sales staff. You will now research, write and implement a strategy to cost, borrow money and equip the business with powerful but cost- effective computing hardware and software. 1) Business strategy: Microsoft Word Use a web browser to research and...
Category: Other - Finance & Mgmt       
Skills: Computer Literacy       

o****ers
 [?]
Sign in to view client's details.
| o****ers
|    United Kingdom
Fixed Price: Not Sure   |  Posted: Jun 14, 2015  |  Closed  |   10 Proposals
I'm hiring for an ebook writer, and a cover art designer for a new book formatted for kindle. I have outlined 20 chapters, each will need to be 500-750 words in length. Two paragraph intro, one paragraph conclusion. I'm hoping to build a long term team, and turn it into a series of ebooks.
Category: Other - Finance & Mgmt       

b****e03
 [?]
Sign in to view client's details.
| b****e03
|    United States
Fixed Price: Not Sure   |  Posted: Jun 05, 2015  |  Closed  |   4 Proposals
I need an executive resume and cover letter designed to reflect my years of entrepreneurial drive, team building, corporate experience, and demonstrated success within the finance industry. The resume and cover letter will be submitted for a Bank Executive Position, or Board position at a for profit entity.
Category: Other - Finance & Mgmt       
Preferred Location: United States

E****dge
 [?]
Sign in to view client's details.
| E****dge
Fixed Price: Less than $500   |  Posted: May 17, 2015  |  Closed  |   17 Proposals
Need a very clean, uncomplicated powerpoint template including very simple text-only logo. Simple headings, nice understated background and uncluttered cover page. To be clear, I do not need a PPT presentation prepared - I simply need a blank PPT template that is cleanly and professionally branded, including a very simple new logo. A very minimal job. Expected price range is $30-50 (ie 1-2 hours design work).
Category: Management Consulting       

F****Cap
 [?]
Sign in to view client's details.
| F****Cap
|    Australia
Fixed Price: $20 - $30   |  Posted: May 16, 2015  |  Closed  |   6 Proposals
This paper is done but it needs editing and about two more pages added. For this assignment, you will undertake an analysis based on a self-designed fictitious study that utilizes statistical methodologies. You will first develop a fictitious problem to examine - it can be anything. For example, maybe you want to look at whether scores on a standardized college placement test (like the SAT) are related to the level of income a person makes 10 years after college; Or, whether those who participate in a Leadership Training program rated as better managers compared to those who do not; Or, whether ones political affiliation is related to gender. These are just a few examples; be creative and think about what piques your interest. You might also address a problem that you may want to look at in future research for a dissertation. You will use either EXCEL or SPSS to conduct the analysis. Your analysis report should include the following components: Describe your research study. State a...
Category: Other - Finance & Mgmt       

J****Phd
 [?]
Sign in to view client's details.
| J****Phd
|    United States
Fixed Price: Less than $500   |  Posted: Apr 10, 2015  |  Closed  |   31 Proposals
Hi, We need a Bookkeeper. Someone that is good at: - MYOB. - Excel. The task involves: 1. Produce a Chart of Accounts for a particular service business (using excel). 2. Processing (on MYOB) approximately 500 transactions (covering a 6 month trading period). 3. Creating in excel, and recording in a General Ledger format, each of the transactions for the 6 month trading period for each ledger. 4. Creating relevant Profit & Loss reports on MYOB for the 6 month period (monthly & quarterly reports). 5. Using the reports from MYOB to create monthly & quarterly profit & loss reports (in excel) for each month & quarter for internal performance reporting purposes. We will provide: 1. Last years tax return to help the bookkeeper design the Chart of Accounts and General Ledger (choosing the relevant categories of income and expenses, assets, liabilities, etc). 2. Most recent copy of BAS return so can see what the GST debits and credits were in the previous quarter. 3...
Category: Accounting       

g****es8
 [?]
Sign in to view client's details.
| g****es8
|    Australia
Fixed Price: Not Sure   |  Posted: Mar 03, 2015  |  Closed  |   24 Proposals
An existing fashion business requires a business plan to access funding. The business buys fabrics, designs and sews it's own clothes. The website is   [obscured]   The funding will be used to rent a new, larger retail space and launch a website to meet international demand. We will also be looking at producing outside of Nigeria. This will entail designing collections and sending them to third party manufacturers to produce and we will retail. The business plan should cover the general idea, the market, the target market, marketing, operations, financials and more. Any questions, please ask. Thanks
Category: Management Consulting       

d****eld
 [?]
Sign in to view client's details.
| d****eld
|    United Kingdom
Fixed Price: $60,000 or less   |  Posted: Feb 03, 2015  |  Closed  |   4 Proposals
Requirement: *Living in Australia *Frequently work in Melbourne office. If you wish to apply for this role, please submit your CV and cover letter. The revolution is here. Work is moving online, and Elance-oDesk is where it's going. Elance-oDesk is the world's largest online workplace ? we run the websites   [obscured]   and   [obscured]   We are looking for a stellar Customer Success Manager (CSM) who will be responsible for ensuring the success of premier APAC users on the Elance-oDesk sites by sharing our best ideas, innovations, and capabilities, and working with a team of recruiters and support specialists. You will help to ensure successful customer engagement, and help grow our clients' use of the oDesk platform. This role has enormous growth potential as we build out our overall Customer Success Team and Strategy. But most importantly, you will not be asked to just execute a program, you will be asked to improve and grow it. In this role, you will: Act as a trusted a...
Category: Other - Finance & Mgmt       
Preferred Location: Australia/Oceania

****
 [?]
Sign in to view client's details.
| Client
|    United States
Fixed Price: Less than $500   |  Posted: Jan 13, 2015  |  Closed  |   1 Proposal
I am developing a summarized study course for the CPCU exams. I am in need of someone to help me develop practice exam questions, of which I will be distributing to associates within the insurance industry. For this reason, questions must be unique (cannot be copied directly from institutes) I will provide you with in-depth notes, so you will not be required to re-read any of the text to develop questions. I would prefer someone that has received their CPCU designation, as I am looking to create questions in a format similar to that of which is seen on the actual exam. Below is a sample question I have developed. Barry crashes his dirt bike into a tree while riding in the woods behind his house. Luckily he added the miscellaneous type vehicle endorsement under his PAP which states he is covered for a limit of $2,000. The bikes actual cash value is $1,500 but the cost to repair will exceed $2,500 because it requires a custom ordered part. How much will Barry's insurer pay for coverage...
Category: Management Consulting       
Skills: Insurance Consulting, Risk Management       

j****289
 [?]
Sign in to view client's details.
| j****289
Fixed Price: About $35   |  Posted: Nov 06, 2014  |  Closed  |   3 Proposals
This one is more design related. I basically have an audit checklist (QAR= Quality Assurance Review) which will be used to ask business owners lots of questions relating to their business. There are 8 section with about 20 or so questions within each section from admin to HR to sales. A yes answer = 10 pts, Sometimes = 2 pts, a No = 0. I need someone to make my spreadsheet look very professional, pretty and functional. It is currently in one workbook with 8 worksheets, but is doesn't have to be. The system needs to tally the points by Area (HR, etc.) and give an overall score. Some questions will be considered "compliance" related, which should be flagged in RED if an answer is anything other than YES. "compliance" questions have not yet been designated. See attached draft so you can get your creative thinking flowing. Note: may be down the road it will end up being an online tool. if he goes online we can add links to resources in those areas (e.g. do you have an ...
Category: Other - Finance & Mgmt       
Skills: Microsoft Excel       

b****apa
 [?]
Sign in to view client's details.
| b****apa
|    United States
Fixed Price: Less than $500   |  Posted: Oct 01, 2014  |  Closed  |   7 Proposals
I have bought the domain name and emails and the hosting economy package (allowing 1GB hosting on Godaddy's server) from Godaddy and want to build of website for the business I'm working for. I am not sure which CMS should it be more suitable for a simple website having however a front end and also a back end/cpanel. I would avoid websites editors only It will have to have: -design the website and its logo ( I do have an image which I would like to adapt a bit and use it as a bran/logo) - unlimited pages, content, self management amends - social media integration, registration form for the users which would like to receive our newsletter - contact us form, booking an appointment or a call back - a blog - an independent review function (ex. trust pilot) - website's filed is property investment so a map positioning of the properties we will advertise will be great - I want to be able to add scroll bars, video, images and text on any page - the home page should contain the main pages tab...
Category: Management Consulting       

F****naG
 [?]
Sign in to view client's details.
| F****naG
|    United Kingdom
Fixed Price: Not Sure   |  Posted: Sep 26, 2014  |  Closed  |   17 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: Not Sure   |  Posted: Sep 25, 2014  |  Closed  |   4 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: Not Sure   |  Posted: Sep 25, 2014  |  Closed  |   11 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: Not Sure   |  Posted: Sep 25, 2014  |  Closed  |   9 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: Not Sure   |  Posted: Sep 25, 2014  |  Closed  |   16 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: Not Sure   |  Posted: Sep 25, 2014  |  Closed  |   11 Proposals
We are a training company with a project for a heavy manufacturing client to develop training programs for all their employees, from front-line workers to the CEO. We have completed research ? interviewing representatives across the organization ? to establish the most important competencies to teach at each level of the organization. Our approach to the training rollout will be non-standard and novel. We will be training all 15,000 staff, at every level of the organization, and our goal is to have as LITTLE classroom training as possible, and a lot of on-the-job practice to develop new habits in the organization. At any given client site, ALL employees at a given level will be participating in the same practice activity every day. The organization has committed to every employee practicing a given skill on a given day for at least ten minutes. These daily practice sessions will follow short training segments where key concepts are introduced. This project is to define the materia...
Category: Management Consulting       

m****man
 [?]
Sign in to view client's details.
| m****man
|    United States
Fixed Price: About $5,500   |  Posted: Sep 21, 2014  |  Closed  |   1 Proposal
The project is to create an algorithmic trading model that is fully integrated with Interactive Brokers.The adaptive trading model is based on a research paper sourced from the University of Macau and the project is to replicate this model and results. 1) design phase --- during which we will mostly chat and I will send "mock-ups" of how the application will look and act. we will be in this phase until we cover most of the details that describe your needs (2-3 weeks) 2) infrastracture creation -- during this part I will make the "scheleton" of the trading robot. (2 weeks). this tool will be able to connect to the IB platform and do basic operations. it is independent and can be re-used with any new robotic trading algorithms (this means that the tool can be later used to design new methods of trading). 3) specific P&Q algorithms will be implemented in the robot trading platform from point 2 (2-3 weeks) 4) basic testing -- we will be running manual tests on th...
Category: Other - Finance & Mgmt       

****
 [?]
Sign in to view client's details.
| Client
|    Australia
Fixed Price: Less than $500   |  Posted: Jul 22, 2014  |  Closed  |   6 Proposals
We have prepared a White Paper which currently needs to be formatted into a professional report and cover for same. We also will need a graphic which resembles a report to be placed in our landing page and would also like to have the landing page text formatted.
Category: Financial Planning       
Skills: Graphic Design, White Paper Writing       

s****zew
 [?]
Sign in to view client's details.
| s****zew
|    United States
Symbol Key
Payment method not yet verified
Payment verified
Purchased $1-$500
Purchased $500-$5,000
Purchased more than $5,000
You have already submitted a
proposal to this job