a
anishaki

Anisha K

@anishaki

freelancer

Índia
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
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.... Saiba mais

Habilidades

a
anishaki
Anisha K
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Digitação de Dados
I will do data entry, admin support, and accounting support
A partir deUS$ 20 /projetoMais detalhes

Portfólio

Experiência profissional

Wealth Management Associate

hedge equity • Período integral

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.