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Fixed Price: Less than $500   |  Posted: Mar 17, 2015  |  Ends: 23h, 51m  |   4 Proposals
The portfolio strategy investment managers maximize the financial returns for the investors by designing optimal development strategies. The strategies designed by the investment manager adhere to the overall strategy of the investment policy statement as agreed to by investors, members and sponsors of the fund. They analyze financial gains, as wellas assess risk and cost. Portfolio strategy investment managers must know when to buy and sell assets, bonds, stocks, and other securities. They must comply with the state and federal investment regulations while monitoring changes in the law pertaining to taxes on investments. The candidate will be asked to carry out the following steps: *Establish objectives for the investment fund *Develop an outline of the investment policy and goals *Test the investment policy outline using asset modelling
Category: Financial Planning       

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| L****son
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Mar 17, 2015  |  Ends: 16h, 31m  |   11 Proposals
Attracts potential customers by answering product and service questions; suggesting information about other products and services. Opens customer accounts by recording account information. Maintains customer records by updating account information. Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Maintains financial accounts by processing customer adjustments. Recommends potential products or services to management by collecting customer information and analyzing customer needs. Prepares product or service reports by collecting and analyzing customer information. Contributes to team effort by accomplishing related results as needed.
Category: Customer Service       

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| a****036
Fixed Price: $100 - $200   |  Posted: Nov 24, 2014  |  Ends: 5h, 1m  |   4 Proposals
I am looking for someone with solid knowledge of NetSuite ERP Financial Management (Accounting) data model to train our team (over web conference) in the following. (This is not a long term project - it is just a 4-5 hours of training, Q&A, and demo of Netsuite Financial Accounting module and access to Netsuite data). Training must cover: 1) Initial setup 2) Setting up multiple companies, multiple locations, multiple currencies, calendars, accounts 3) Screens for entering data 4) Workflows 5) Reports We would like to connect to the Netsuite database and get relevant accounting data that we can use for creating reports. You must have following knowlede: 1) Good communication skills (written and verbal) 2) Netsuite ERP Financial Management functional 3) Netsuite ERP Financial Management Technical 4) Netsuite ERP Financial Management - Data Model and tables
Category: Other - Finance & Mgmt       

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| e****ubr
|    United States
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