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Mutual Fund Creation Due Diligence

We are looking for a virtual assistant with strong english skills and finance background/industry experience for some ad-hoc and mostly research focused work for a small but growing asset management company. Ideally we are looking for someone to work with us on a longer term basis, but would like to start with this work effort....

We would like someone to help us with the early due diligence to starting a mutual fund in the US. For the following requirements, please indicate 1) steps required to complete 2) associated costs, 3) expected timeline to completion, 4) legal considerations, 5) key contact information to complete

- Establishment of new mutual fund and approval by SEC

- Initial Fundraising for mutual fund

- Listing of mutual fund with public brokerages, etc

- Marketing of mutual fund to drive sales across above listings

We would also be particularly interested in an inventory of successful mutual funds started by fairly small money managers (success metrics might include fundraising, performance, etc). For those funds, we would be interested in any information you can get on how the got started, as well as key contact information (fund manager, founder, managing director, portfolio manager, etc).

Thanks and look forward to hearing from you.

Færdigheder: Økonomisk Research, Research, Virtuel Assistent

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Om arbejdsgiveren:
( 0 bedømmelser ) Beverly Hills, United States

Projekt-ID: #984387

16 freelancere byder i gennemsnit $1155 for dette job

ashunagar

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ram8858

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ahsanamjadbashir

Respected Sir, Thanks for the oppportunity. We are a firm of professionals (management consultants)in Pakistan. I am a qualified CFA (USA), ACCA (UK) and also hold BSc honours in Applied accounting from Oxford Bro Mere

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jamonit

Hallo Laksmi! I'm also working in a similar line with particular bias for the now-trendy Ethical Trusts whose viability I'm researching. I'm also an ACCA student and do alot of financial research and I'm on an Oxford Mere

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economist4hire

I am a qualified economist based out of California, USA. I currently hold my series 7 and 63 financial services licenses. I have extensive experience in equity research, financial analysis and economic research. Mere

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palomaresfiona

I am willing to take on your project for 30 days. I have experience in web research and in mutual fund but it is outside the US. I worked for AIG Investments, Inc. in Manila, Philippines for 6 years and I believe tha Mere

$1200 USD in 30 dage
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lily1982

Dear sir , [url removed, login to view] Best regards Lily managing director 0086-15310916637 Some Successed project cases Synergy Capital service office project operation,Project analysis,S Mere

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edtembo

Dear Recruiter, I am a former broker in the U.S. and was once licensed with a series 7 and 63 in all 50 states at one point. I'd be able to perform the research required at any time, using credible sources. One thi Mere

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vkwinc

VKW Inc. prides itself for having a reliable and efficient staff that can assist you with your office solution needs. Established in May of 2010, VKW Inc. provided effective solutions to small and medium businesses in Mere

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malikrobin

We are group of individuals with 5+ years of expericence in financial, market and business research. We also have exposure in report writing and financial data analysis.

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DLJackson

For approximately 3.5 hours daily assigned to this project ti will be completed within three days.

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theburwellg

I have an [url removed, login to view] from the University of Southern California, and I have done research and development for small and large companies. I will provide quality results in the best possible time frame. My research skills are Mere

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AccountingSkills

I can provide you with the requisite information surrounding the establishment and ongoing maintenance of a Mutal Fund in the US. I can provide case studies of internationally successfull Mutual Fund founders and the r Mere

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Harsh8302

Hello I am employed with a leading investment bank's back-end analytics operations (Fixed Income domain) in India. I work as a part time freelancer as well (I am an engineer by academics from a leading institute). Aft Mere

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emailpartnership

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sitevc

I will show you how to set up a hedgefund. A LLC that manages a LP. I have documents that you may use. How much capital are you dealing with? A mutual fund has a lot more restrictions than setting up a hedgefund.

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