portfolio management tool for a private investment fund

$250-750 USD

Closed

Posted

about 5 years ago

$250-750 USD

Paid on delivery

Goal: Create a basic software to calculate returns for a portfolio of private loan securities. Calculate daily, ytd and yearly gross yield. Calculate AUM at any given point in time. This is a simple portfolio management platform to track track record of a portfolio of private investment loans. Math: loans get redeemed at any given point in time which affects the AUM (assets under management) and calculation of yield. I need someone with good math skills among being a programer since there will be some challenges. I would like to start with the first module whoch is where I place all the info on each loan and the software calculates the performance by using a few metrics. If you are a programmer and have access to a good mathematician this would be great to calculate volatility of the portfolio monthly and other statistical measures. Prior experience in building a financial portfolio management experience is a plus. I am looking to get this done in a wee or 2.

Project ID: 18848806

About the project

11 proposals

Remote project

Active 5 yrs ago

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11 freelancers are bidding on average $512 USD for this job

@einnovention

Hi Sir, just one question do you have the formulas ready or we have to get the calculations? if you don't have calculations than just give us some reference link where we can see this calculator in action. Btw i am good with math as well.

$500 USD in 10 days

4.9

(88 reviews)

6.5

@DreamDeveloperz

I undestood your project details and would like to work on this project if you give me a chance i will not disappoint you more than 8 years of experience msg me so we can discuss more

$250 USD in 1 day

4.7

(279 reviews)

6.3

@CinderellaArts

This is Cinderella I understand all aspects you mentioned in brief, i feel that my design capabilities is according to your requirement i can do this job in less than 24 hrs with immense professionalism i have more than 15 years of experience msg me so we can discuss more

$250 USD in 1 day

4.8

(51 reviews)

4.6

@freelancerpr0

With over 6 years of experience in the field of developing mathematical and quantitative interfaces, I would be the ideal candidate for you to complete this project. But it was unclear from the job description as to which platform you are loking this interface to be built in. I have extensive expertise in MATLAB, Python, VBA and much more. I can handle any kinds of requirements you have. Moreover being a research scholar of Quantitative Analysis, I am well aware of the financial mathematics part. Please discuss further regarding your project in details over chat. Thank you.

$500 USD in 10 days

4.2

(12 reviews)

5.3

@ResearchDoll

Hello, I am an expert of statistical analysis with 7 years worth of experience in quantitative studies as well as qualitative researches using diverse statistical software. I am capable to deliver quality data analysis, with notes, and good tables. I am able to deliver statistical analysis in form of charts, graphs and tables. I make sure to deliver only the perfect work to client and considering my level of expertise and education, I believe I am the perfect match for your work. I suggest you to hire me and trust me, it would be worth it. Best Regards, Alyssa.

$250 USD in 10 days

5.0

(5 reviews)

3.4

@ShaikhAneesa

Hello, I have completed master in finance with experience in use of excel, excel VBA, quick book and spss as well. I can deliver you best quality portfolio management services and ensure that the work will be delivered on time with perfect calculations and output. Provide me an opportunity to help please Thanks, Best Regards, Sonia

$250 USD in 10 days

5.0

(3 reviews)

2.4

@PremiumSolution

I assure you quality work as per the mentioned deadline. I can provide you with a guarantee of 0% plagiarism and can provide your work as per requirements along with free of cost changes facility. I have all the skills and competence to provide you quality paper. I have read your post clearly and understand your requirements. I have relevant skills and can provide your work as per your requirements.

$250 USD in 1 day

5.0

(1 review)

0.6

@vidurbahl

Hello sir/madam, We will love to do your project. Please message us so that we can discuss in detail. Looking forward to work with you. Thank you

$555 USD in 10 days

0.0

(0 reviews)

0.0

@micaelcruzncdv

You Just Tell me the fórmula to calculatr what you want And i Will vive tou what you need.

$277 USD in 7 days

0.0

(0 reviews)

0.0

@mannykk

Linear Regression algorithm can be used for these type of scenarios. We have to build the model based on the variables. Can be written using python or R.

$555 USD in 14 days