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Esplora
Fiverr Pro
Italiano
$
USD
Anisha K
@anishaki
freelancer
India
Inglese
Chi sono
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.
Competenze
Anisha K
offline •
Tempo di risposta medio: 1 ora
Consulta i miei servizi
Digitazione dati
I will do data entry, admin support, and accounting support
Portfolio
Esperienza lavorativa
Wealth Management Associate
hedge equity • Full time
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.
