Investment Analyst Projects

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Financial investment Analyst Power BI & Excel

We are looking for a skilled financial analyst to help analyze complex investment accounts including securities, mutual funds, dividends, purchases, and sales. The candidate must have experience with Power BI dashboards, Excel financial modeling, and IFRS-compliant reporting.

Customer service analyst

I'm looking for an experienced Customer Service Analyst to analyse service data and help improve overall customer service quality. What you'll do: • Collect and interpret customer service data to identify recurring issues, preferences, and behavioural patterns • Develop detailed reports and visual dashboards to track key performance indicators • Translate complex data findings into clear, actionable insights for non-technical stakeholders • Conduct root cause analysis to identify service gaps and recommend strategic improvements • Collaborate with cross-functional teams to design and execute long-term service strategies • Gather qualitative feedback to advocate for product enhancements or internal process updates • Use data insights to identify training needs and assist in developing best practice guides • Monitor and maintain internal systems to ensure data integrity and smooth workflows If you're organised, detail-oriented, and experienced in customer service analysis, send me a proposal!

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Investment account recnciliation

We are looking for an experienced professional to assist with 5½ years of investment account reconciliation. The work involves reviewing and organizing statements for accounts holding securities, unit trusts, dividends, withdrawals, purchases, and loans. Key Responsibilities: Reconcile all transactions over the past 5½ years Verify and track dividend payments per security, monthly Record and summarize all withdrawals, purchases, and sales of securities Track loan amounts taken and repaid Prepare a clear, easy-to-read spreadsheet summarizing monthly cash flows and balances Identify missing or incorrect payments and inconsistencies in statements Required Experience: Proven experience working with investment accounts, securities, or brokerage statements Strong spreadsheet and accounting skills Attention to detail for long-term data reconciliation

Seeking a Designer for Finance/Investment Bestseller Cover

I am relaunching my book, Inside the Greed Machine, and need a high-conversion cover redesign. I need a designer who specializes in business and wealth-building niches. This project requires a full wrap (Print + eBook) and promotional assets. You must be able to prove that your previous designs have helped authors increase their click-through rates and Amazon reviews. Please share your most relevant "Finance" portfolio items.

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Investor Outreach Partner (Commission-Based) – Specialty Coffee

We’re looking for an experienced investor outreach specialist or capital raiser who already has access to a network/database of accredited or high-net-worth investors. This is not a typical lead gen role — we want someone who can directly connect us with serious investors and facilitate introductions or conversations. You will be working with a unique specialty coffee investment opportunity backed by real assets and global demand. What You’ll Be Doing: Reaching out to your existing network/database of investors Introducing qualified prospects to our investment opportunity Facilitating warm introductions or setting calls with interested investors Maintaining professional communication throughout the process What We’re Looking For: Existing access to high-net-worth or accredited investors Experience in capital raising, investor relations, or deal sourcing Strong communication and credibility with investors Ability to qualify interest (not just blast messages) Compensation: Commission-based only (high earning potential) Paid per successful investment closed Potential for long-term partnership if results are strong About the Opportunity: Specialty coffee is one of the fastest-growing global markets Asset-backed investment tied to production Limited availability and strong demand dynamics Designed for investors seeking alternative assets To Apply, Please Include: Description of your investor network (size, type, geography) Your experience with investor outreach or capital raising Any relevant past deals or results How you typically approach investor conversations Important: We are not looking for cold lead scraping or generic outreach. We’re specifically seeking individuals who already have trusted access to investor networks.

Prospect Intelligence Analyst | Research Assistant

ROLE OVERVIEW Our firm helps small service businesses in the US and UK identify and fix operational revenue leaks — the gaps that cause them to lose enquiries and bookings without realizing it. You sit at the front of our Prospect Machine. Each week you research small businesses, identify their primary revenue leak, score them, enrich decision maker contacts, and populate our structured prospecting tracker. Your output feeds directly to our Cold Caller and Business Systems Consultants. This is not a data entry role. It requires pattern recognition, fast decision-making from limited information, and the discipline to work at consistent pace to a fixed weekly deadline. CORE RESPONSIBILITIES • Source 150–200 raw businesses per week using scraping tools provided by company • Filter to 120–150 qualified SMBs • Review each business's online digital presence — website, booking system, social pages, and online reputation — and conduct test calls outside office hours to assess missed call risk and after-hours responsiveness. Identify the primary operational revenue leak based on what the evidence shows • Find and verify the decision maker via enrichment tools provided by company • Score each lead, flag Priority Leads, and escalate leads immediately • Populate the B2B Prospecting Tracker • Submit all deliverables via agreed upon platform and time. Onboarding Ramp Week 1— 50–60 leads, research and tracker only. Full SOP and training provided. Quality standards apply from day one. Week 2 onwards — Cold call script prep for top 20 Priority Leads added. Week 3 onwards — Industry community and directory identification added. REQUIREMENTS • Experience in B2B lead research, business intelligence, or structured data research • Able to make fast, confident decisions from publicly available data • Strong attention to detail — accurate entries matter more than perfect ones • Comfortable following a structured SOP independently, without frequent check-ins • Clear written and spoken English, with prompt communication COMPENSATION & STRUCTURE • $17.00/hr · 15 hrs/week · ~$255/week • Performance review at 45 days — rate increase available for strong performers HOW TO APPLY Begin your application with the word SIGNAL — applications that don't will not be reviewed. Then answer these two questions: 1. Describe a research or data project where you worked to a consistent weekly output target. What tools did you use and what was your weekly volume? 2. You're researching a dental practice. Their website has no online booking system — new patients are instructed to call during office hours only. There is no contact form and no alternative way to enquire outside of calling. In two to three sentences: identify the primary revenue leak, explain why it matters commercially, and give this lead a score out of 10 with a one-sentence justification. Note Question 2 has a clear correct answer. We are looking for specific, evidenced reasoning — not a general description of the problem.

Website design for property investment / refurbishment business

Project brief: I am looking for a freelance web designer/developer to create a small but polished website for Bricks 4 Life, a property investment and refurbishment business. The business began by buying properties that needed love, vision and investment, transforming them into something special, and then selling them. Over time, other contractors and members of the public have also started approaching us for help with their own projects, so the website now needs to reflect both our property background and the services we can offer. We do not need a huge website at this stage. We need a professional, credible site that looks established, modern and trustworthy. Pages required: 1. Homepage 2. Gallery / Projects page 3. About / Business Overview page 4. Contact page What the site needs to do: • Look clean, polished and professional • Showcase our work through strong property photography • Explain clearly what Bricks 4 Life does • Encourage enquiries from homeowners, landlords, investors and contractors • Be mobile-friendly • Be easy to update with new project photos later Content/assets we can provide: • Logo files • Lots of project/property photos • Contact details • Background on the business Style direction: The site should feel: • premium but not flashy • modern and image-led • trustworthy and established • simple and easy to navigate Functionality required: • Contact form • Mobile optimisation • Basic SEO setup • Fast loading • Advice on best platform (likely WordPress, but open to suggestions) Optional extra: Please also price separately for a simple AI chatbot or live chat widget that can answer basic questions and capture enquiries. Important: Please keep the build cost-effective and avoid overcomplicating it. I would rather have a smaller website done very well than a large site with unnecessary features. Please send: • examples of similar work • recommended platform • quote for essential build • separate cost for optional extras • estimated turnaround time Essential now • Homepage • Gallery • About • Contact • Strong photos • Clean copy • Mobile-friendly • Contact form A homepage structure 1. Strong headline 2. Short paragraph explaining who you are 3. “What we do” section 4. Gallery preview 5. Why choose us 6. Contact form / call to action A better line for the business itself would be: Bricks 4 Life buys, improves and transforms properties with vision, care and investment — turning tired spaces into something genuinely special. And a simple service framing could be: • Property investment and refurbishment • Property transformation projects • Renovation support and advice • Help for homeowners, landlords and contractors Thanks Ruksana

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Business Analyst (ERP / Supply Chain / Distribution Systems)

We are looking for an experienced Business Analyst (BA) to support the next phase of an ERP system currently under development. Approximately 60% of the system has been completed, with a strong frontend already developed. Before moving into backend development, we require a skilled BA to review, refine, and structure the system from a business and process perspective. This role is critical in ensuring the platform aligns with real-world operational workflows, particularly in a distribution and supply chain environment. --------------------- Analyse current system workflows, identify inefficiencies, and define improved business processes across procurement, inventory, and sales. Document clear requirements and ensure alignment between business needs and technical development. - Create detailed documentation: - Business Requirement Documents (BRD) - Functional Specifications (FRD) - Process flow diagrams (As-Is / To-Be) - Define system workflows across: - Procurement & purchasing - Inventory & warehouse management - Sales order lifecycle - Logistics & dispatch - Credit control & payments - Support data modelling and system structuring - Work closely with developers to prepare for backend implementation

VIDEO EDITOR

We're looking for a FULL TIME social media video editor to adapt to and match our style of content (which is easy) and help us keep delivering quality content for our clients. Types of content: - Informational short form social media posts - Informational Youtube videos / podcasts We're looking for experienced talent who can create videos that STAND OUT and most importantly, GET RESULTS. Examples of work: - Short form - https://f.io/ubhJl-rB - Long form - https://youtu.be/eei-R0RBYZk?si=Vvb4BZ7hloky6qCe Industries: - Property investing - Finance - Fitness / coaching

Corporate Presentation, Financial Model : Shipping &Commodities

We are a private holding company with operating assets across commodities, natural resources, and technology. Looking to onboard a high quality freelance / part-time investment associate to support our Shipping, Commodities, and Resources vertical. Work would involve financial modelling, presentations and materials preparation, research, analysis and transaction support. Ongoing , repeat work across multiple assignments. Please see detailed description and criteria attached.

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Personal Operator / Right-Hand (Long-Term, High Trust Role)

Personal Operator / Right-Hand (Long-Term, High Trust Role) $250-750 USD Open Posted about 14 hours ago • Ends in 6 days I’m ready to bring someone into my life and work who can become the “Donna-from-Suits” I lean on every day. Your primary contribution will be providing emotional and professional support, helping me stay centred, focused, and effective no matter how crowded the calendar gets. What the relationship looks like I’ll share goals, dilemmas, and half-formed ideas; you’ll listen, challenge, clarify, and turn chaos into an actionable path forward. Over time you’ll learn to anticipate what I need before I ask, whether that’s a concise decision brief, a gentle pushback on a risky move, or simply a quick check-in to keep priorities aligned. Why this role matters My schedule is often unpredictable, so I need someone who stays calm under pressure and treats every problem as solvable. I value honesty even when we disagree, thoughtful communication rather than guesswork, and the kind of consistency that builds deep trust. The experience I’m looking for If you’ve “led a crazy life with values,” mentored others, or served in demanding support roles, you already know how to navigate ambiguity and keep the bigger picture in view. Show me examples that prove you own outcomes rather than wait for instructions. How we’ll work together • We’ll start with a small set of responsibilities—calendar triage, priority mapping, sounding-board sessions over Zoom—then expand as trust grows. • We’ll review progress regularly to refine processes and make sure this remains a mutually energising partnership. • Discretion is non-negotiable; what we discuss stays between us. Deliverable for the first month A living operating manual that captures my key projects, decision frameworks, and preferred communication rhythms, updated weekly so it always reflects reality. If you thrive on problem-solving, communicate directly, and see long-term collaboration as an investment rather than “just another gig,” let’s talk.

M&A Research Consultant

We are seeking a freelance research consultant with active access to PitchBook (or an equivalent database) to support rapid market and transactions research in the context of a potential business search and acquisition projects. Key responsibilities - Use PitchBook (or equivalent) to identify relevant companies as agreed in project brief - Provide a shortlist of comparable companies and a summary “landscape” view (segments, geography, size, ownership where available). - Extract and summarise relevant transaction data (recent deals, deal rationale, valuation metrics where available, investors/buyers). - Provide clear, well-structured outputs suitable for inclusion in a client deck (tables + concise insights). - Work to a fast turnaround and respond to clarifications quickly. Requirements You must have your own PitchBook licence/access or equivalent and be able to confirm this. - Demonstrable experience producing investment research, market landscaping, or M&A screening outputs. - Strong judgement on what is “board/deck-ready” (clean tables, clear citations/sources, concise insights). - High attention to detail and comfort working to tight timelines. - Discretion and professionalism; confidentiality is essential. - Deliverables - examples - Company list/shortlist (Excel) + 1–2 page summary of key themes - Deal list (Excel) + summary insights (Word or PPT-ready bullets) - Optional: charts/tables for direct insertion into slides

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UK Crypto Tax reconciliation & data analysis

Description: We are a UK-based accountancy firm specialising in Crypto tax, and we are looking for an experienced Crypto Tax Data Analyst to support ongoing client work. This role is focused heavily on data analysis rather than traditional accounting. Scope of work includes: - Reviewing wallet and exchange data (CSV/API exports) - Line-by-line transaction analysis - Identifying and categorising taxable events under UK (HMRC) rules - Reconciling discrepancies across wallets, exchanges, and DeFi activity - Cleaning and structuring datasets for tax reporting - Supporting preparation of outputs for final tax review Typical clients include: - High-volume traders - DeFi users (staking, liquidity pools, bridging, etc.) - NFT traders - Individuals with complex multi-wallet activity Requirements: - Strong understanding of UK Crypto tax treatment (HMRC guidance essential) - Proven experience using tools such as Koinly, Recap, CoinTracking or similar - Ability to handle large datasets accurately and efficiently - Strong analytical mindset and attention to detail - Experience identifying errors, duplicates, missing cost basis, and incorrect classifications Nice to have: - Experience working with UK accountancy firms - Familiarity with DeFi protocols and on-chain activity - Basic Excel / data manipulation skills Engagement: - Ongoing work available for the right candidate - Initially project-based, with potential for long-term collaboration Trial Task (Important): - Shortlisted candidates will be asked to complete a paid trial task. This will involve reviewing a sample dataset and: - Identifying key issues (e.g. missing cost basis, incorrect classifications, duplicates) - Providing a brief explanation of how you would resolve them - Demonstrating your approach to structuring clean, usable data This is a critical part of our selection process to ensure candidates can handle real-world Crypto data complexity. To apply: Please include: Examples of similar Crypto tax work you’ve completed Which software/tools you’ve used Your approach to handling messy or incomplete datasets