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Beryl L.

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.

🇭🇰Hong Kong, Hong Kong$45/hr90% JSS5.00 (7)Since Mar 2026

Earnings and projects

MRR
$3.7k

Last 6 months ÷ 6

World#9,036 / 412k
🇭🇰Country#5 / 326
Revenue, last 30 days
$842

Last 6 months: $22k

World#48,123 / 412k
🇭🇰Country#34 / 326
Total earnings
$28k

Billed in all: $30k

World#114,696 / 412k
🇭🇰Country#62 / 326
Per project
$1.8k

$1.6k in the last 6 months

World#84,433 / 412k
🇭🇰Country#47 / 326
Projects, last 6 months
14
50% fixed50% hourly
World#11,058 / 412k
🇭🇰Country#10 / 326
Projects in all
16

Across 17 contracts

53% fixed47% hourly
World#155,087 / 412k
🇭🇰Country#84 / 326

Earnings, last 30 days

$29.9k+$842 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$29.0k$29.5k$30.0kOct 8Oct 23Nov 7

Skill rankings: Top 2% in Coaching

Ranked by MRR among everyone on Upwork with the skill.

  1. #11Portfolio Management234 freelancers · 🇭🇰 #1Top 5%
  2. #12Asset Management179 freelancers · 🇭🇰 #2Top 7%
  3. #31Coaching1,319 freelancers · 🇭🇰 #1Top 2%
  4. #51Financial Planning1,216 freelancers · 🇭🇰 #1Top 4%