ROI Model Development for Diverse Investments
Budget: €750 – €1,500 EUR
We need a comprehensive ROI model for various investments (Alternatives, Equity, Fixed Income). The model should showcase both YTD and since inception returns. In addition build a visual for each investment and investment by custodian to allow easy insight monthly/quarterly.
Requirements:
- Calculate Annual Return and Quarterly Return metrics.
- Use provided data: Historical investment data, Current portfolio data, Benchmark data.
Ideal Skills:
- Strong finance and investment knowledge
- Proficiency in data analysis and modeling
- Experience with diverse asset classes
- Ability to present data clearly and concisely
Requirements:
- Calculate Annual Return and Quarterly Return metrics.
- Use provided data: Historical investment data, Current portfolio data, Benchmark data.
Ideal Skills:
- Strong finance and investment knowledge
- Proficiency in data analysis and modeling
- Experience with diverse asset classes
- Ability to present data clearly and concisely