a
anishaki

Anisha K

@anishaki

freelancer

India
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
I am an MBA (Finance) graduate with 2+ years of experience in Accounting, Bookkeeping, Data Entry, and Virtual Assistance. I am proficient in QuickBooks Online, Xero, Wave, Zoho Books, Sage, Microsoft Excel, Word, PowerPoint, and Google Sheets. I provide accurate, reliable, and timely accounting and administrative support, including bank reconciliation, invoicing, financial reporting, and data management. I am committed to delivering high-quality work that helps businesses save time and grow efficiently.... Lees meer

Skills

a
anishaki
Anisha K
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Data typen
I will do data entry, admin support, and accounting support
VanafUS$ 20 / projectMeer informatie

Portfolio

Werkervaring

Wealth Management Associate

hedge equity • Fulltime

Feb 2023 - Oct 2024 • 1 yr 8 mos

Working in the Wealth Management division with a focus on hedge equity strategies and portfolio advisory for HNI and retail clients. Responsible for analyzing equity markets, recommending diversified investment portfolios, and managing client relationships. Assist in portfolio rebalancing, risk assessment, and performance tracking while coordinating with research and trading teams to optimize returns. Provide financial planning support including mutual funds, equities, and alternative investments aligned with client goals.