
Stock Broker
5 days ago
I am looking for an experienced investment and portfolio auditor to conduct a one-time, independent review of my investment accounts. The ideal candidate should have expertise in financial analysis, portfolio management, and risk assessment.
Freelance Investment Portfolio Auditor (One-Time Project)
Responsibilities:- Conduct a thorough, independent review of my investment portfolio.
- Analyze asset allocation, transaction history, and performance.
- Identify any inconsistencies, hidden fees, or unusual activities.
- Provide a clear, easy-to-understand report with insights and recommendations.
- Strong background in investment analysis, financial auditing, or wealth management.
- Experience working with stock portfolios, trading accounts, or financial advisory services.
- Ability to present findings in a straightforward and non-technical manner.
- Discretion and confidentiality are a must.
This is a short-term, freelance opportunity, ideal for an experienced financial expert looking for a consulting project.
If you have the right expertise, please reach out with your credentials and availability.
Seniority levelMid-Senior level
Employment typeTemporary
Job functionFinance and Sales
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