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Brendan W.

Brendan W.

Ex-Portfolio Manager | Portfolio Construction & Investment Research

I’m a former multi-asset portfolio manager who turns market views into clear, auditable portfolio decisions. I help boutique investment firms, family offices, wealth-tech teams and financial publishers with: • portfolio construction, asset allocation and position sizing • macro, cross-asset and thematic investment research • scenario analysis, stress testing and risk diagnostics • Excel models and decision dashboards • investment memos and executive-facing financial writing My recent Alpha/ultra work connects the full decision chain: risk posture → growth/inflation regime → scenario and theme scoring → diversified model weights → implementable positions. Examples include an interpretable macro regime engine, a scenario-driven portfolio rebalancer, and a formula-driven sizing model that shows target values, actual weights, drift, residual cash and validation checks. My approach is transparent: assumptions remain visible, missing data is flagged, and every output explains what changed and why. Research, model-portfolio and educational workflow support only—not personalised investment advice or a promise of returns.

🇬🇧Edinburgh, United Kingdom$200/hr100% JSS4.86 (20)Since Mar 2023

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#126,850 / 412k
🇬🇧Country#2,931 / 10.7k
Revenue, last 30 days
$0
Total earnings
$24k

Billed in all: $25k

World#126,850 / 412k
🇬🇧Country#2,931 / 10.7k
Per project
$1.1k
Projects, last 6 months
0
World#209,850 / 412k
🇬🇧Country#4,679 / 10.7k
Projects in all
21

Across 26 contracts

46% fixed54% hourly
World#128,797 / 412k
🇬🇧Country#3,421 / 10.7k

Earnings, last 30 days

$25kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$24,500$24,750$25,000$25,250Oct 8Oct 23Nov 7

No data since Nov 5, 2026.

Skills