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M&A / Industry & Market Research / Investment Research

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Overview

Looking for part-time work (4 hours/day)

at $12.00/hour ($1,056.00/month)

Bachelors degree

Last Active

May 23rd, 2024 (2 days ago)

Member Since

July 11th, 2019

Profile Description

With a solid foundation in maintaining financial databases and a knack for conducting meticulous research, I bring 10 years of expertise to the table. My journey has been marked by a commitment to accuracy, integrity, and continuous improvement in financial processes.
• Industry Research (Company information such as the company's general information, industry, executives, and financial transactions)
• Equity Capital Market Transactions Database Management
• M&A deals summarizing
• Content Quality Specialist
• Financial Research/Investment Research (Public & Private companies, Startups, Private Equity/Venture Capital)
• Presentation/deck creation (Google Slides, PowerPoint)
• Industry Report
• Project administration (e.g. setting up project folders and workspaces)
• Company categorization
• Managing outreach process to schedule calls
• Online Research
• Data gathering and data entry
• Data analysis and management of financial data
• Creating reports through MS Excel using Pivot Chart, Pivot Table, VLookup, basic finance formula, Financial Dashboard
• Process Improvement and implementing strategies with the use of data
• Knowledgeable in Airtable, Notion, Slack, Zoom, MS Teams
• Basic Bookkeeping using Xero (GST, Bank reconciliation, Payroll, Invoicing, Billing)
• Basic Bookkeeping using QuickBooks online
• Versatile, Fast-learner, Trainable, Keen to details, Multi-tasker, Very organized
Graduate of Bachelor of Science in Business Management

Top Skills

Office and Administration » Data Entry

Experience: 10+ years

I can produce and deliver research products related to company information such as the company's general information, industry, executives, and financial transactions (M&A, funding). With a solid foundation in maintaining financial databases and a knack for conducting meticulous research, I bring 10 years of expertise to the table.

Accounting » Investment Accounting » Investment Research

Experience: 10+ years

I can produce and deliver research products related to company information such as the company's general information, industry, executives, and financial transactions (M&A, funding). With a solid foundation in maintaining financial databases and a knack for conducting meticulous research, I bring 10 years of expertise to the table.

Marketing » Market Research

Experience: 10+ years

I can produce and deliver research products related to company information such as the company's general information, industry, executives, and financial transactions (M&A, funding). With a solid foundation in maintaining financial databases and a knack for conducting meticulous research, I bring 10 years of expertise to the table.

Other Skills

Professional Services » Management Services » Administrative Management

Experience: 2 - 5 years

I am proficient in project administration such as setting up project folders and workspaces in Notion.

Professional Services » Management Services » Business Management

Office and Administration » Microsoft Excel

Experience: 10+ years

I have intermediate Microsoft Excel skills. I utilize Microsoft Excel in producing reports through data gathering.

Accounting

Experience: 6 months - 1 year

I have basic understanding of Accounting and Financial Management.

Accounting » Xero

Accounting » Quickbooks

Accounting » Financial Accounting » Financial Analysis

Experience: 2 - 5 years

Office and Administration » Email Management

Office and Administration » Personal Assistant

Accounting » Investment Accounting » Strategic Planning

Software » Databases » Database Management

Experience: 10+ years

With a solid foundation in maintaining financial databases such as M&A transactions, Private Equity transactions, and equity capital market transactions in general. I bring 10 years of expertise.

Basic Information

Age
34
Gender
Female
Website
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Address
San Pablo City, Laguna
Tests Taken
DISC
Dominance: 0
Influence: 0
Steadiness: 0
Compliance: 0
English
C2(Advanced/Mastery)
Uploaded ID
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