Beryl L.
Financial Analyst | Financial Modeling & Excel Specialist
Hi, I’m a finance professional with over 7 years of experience in the banking and investment industry. I have worked with global financial institutions and investment firms including a multinational bank, private credit fund, family office, and hedge fund. I hold a Master’s degree in Finance (Investment Management) and a Bachelor’s degree in Economics. I specialize in fund operations, fund accounting, and financial analysis. What I can help you with: • Retirement Planning • Asset Management and asset allocation • Portfolio Management • Financial analysis and reporting • Excel analysis and financial data organization • Assistance with finance-related research or projects I am detail-oriented, reliable, and experienced in working in fast-paced financial environments where accuracy and efficiency are critical. In addition, I am fluent in English, Cantonese, and Mandarin, which allows me to communicate effectively with international clients and teams. If you are looking for someone with real-world experience in investment operations and financial analysis, I would be happy to support your project.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $22k
Billed in all: $29,870$30k
$1.6k in the last 6 months
Across 17 contracts
Earnings, last 30 days
Skill rankings: Top 2% in Coaching
Ranked by MRR among everyone on Upwork with the skill.
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