I will do investment analysis and portfolio review

Get institutional-grade investment analysis from a CFA Charterholder with 5+ years in asset management.

What I offer:

- Portfolio review and asset allocation analysis

- Fixed income analysis: bonds, yield and duration

- Equity and mutual fund research and comparison

- Investment Policy Statements (IPS) and SMA-style proposals

- Performance reports, fund fact sheets, NAV/IRR analytics

- Excel models: scenario analysis, valuation, optimization

Why me:

- CFA Charterholder

- Managed institutional mandates, pension schemes and SMAs at leading asset managers

- MSc, Brunel University London | BSc, University of London (LSE)

- Clean, formula-driven Excel and polished PowerPoint deliverables

Every file is audit-ready and explained in plain English, with no black boxes.

Note: I provide analysis, research, and modeling, not personalized regulated investment advice.

Please message me before ordering so I can scope your project accurately.