Akshay A.
Financial Analysis and Modelling | Data Entry | Lead Generation |
I have 5 years of experience working in Equity Research, working with firms like Morgan Stanley and HSBC. I have experience in Financial Modeling, writing research reports, database management etc. Expertise in: ⭐ Financial Analysis & Modeling : Building and handling financial models using DCF/Relative Valuation methodology to get the worth and the target price of the companies ⭐ Lead Generation : Generating leads for relevant industry from company websites, LinkedIN and other sources. Getting Facebook/LinkedIN/Instagram page for companies or individuals. ⭐ Data Entry : Preparing databases from PDFs, online website and other sources. Compiling, verifying accuracy and sorting information to prepare source data for computer entry. Reviewing data for deficiencies or errors, correcting any incompatibilities and checking output. ⭐ MS Excel : Working on databases, sorting/filtering data, building complex databases, excel templates. Familiarity with excel functions like Lookups, Index Match, SUMIFS, CONCATENATE etc. ⭐ Charting and handling databases : Preparing charts like bar chart , pie chart, column chart etc to represent data in more presentable manner. Educational background: MBA (finance) with 5 years of experience in Equity Research, cleared CFA Level 1.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $147
Billed in all: $9,916$9.9k
$73 in the last 6 months
Across 3 contracts
Across 53 contracts
Earnings, last 30 days
Skill rankings: Top 32% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
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