Investment Portfolio Auditor Needed
1 week ago
We are seeking an experienced investment and portfolio auditor to conduct a thorough, independent review of our client's investment accounts.
The ideal candidate should have expertise in financial analysis, portfolio management, and risk assessment, as well as strong analytical skills and attention to detail.
The purpose of this freelance project is to identify any inconsistencies, hidden fees, or unusual activities in the client's investment portfolio.
Responsibilities:
- Conduct a comprehensive review of the client's investment portfolio.
- Analyze asset allocation, transaction history, and performance data.
- Provide a clear, easy-to-understand report with insights and recommendations for improvement.
Requirements:
- 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 essential.
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