Family Office - Finalcial / Investment Analayst for training on Mutual Fund Investing
Budget: $250 – $750 USD
I am looking for an financial specialist with extensive experience who can help me determine what systems/tool (i.e. Morningstar, Vanguard or Fidelity) are available for me to identify mutual funds for our office to invest and will allow us to track their performance and quality in objective absolute and relative terms.
The appropriate candidate must be expert in the various universal financial measures such as Standard Deviation, Sharp Ratio etc and or other well know benchmarks such as Morningstar risk, star and or Bear Market Rank. He or she must also have the ability to explain and train on these concepts including working with us to implement and use them.
The project is only an initial engagement to provide fundamental so that an investment service can be selected. Add on projects will include helping set up the tool, selecting the funds and setting up the tool / service to allow for monitoring performance on and absolute and relative basis.
The appropriate candidate must be expert in the various universal financial measures such as Standard Deviation, Sharp Ratio etc and or other well know benchmarks such as Morningstar risk, star and or Bear Market Rank. He or she must also have the ability to explain and train on these concepts including working with us to implement and use them.
The project is only an initial engagement to provide fundamental so that an investment service can be selected. Add on projects will include helping set up the tool, selecting the funds and setting up the tool / service to allow for monitoring performance on and absolute and relative basis.