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.
16 freelancere byder i gennemsnit $1155 for dette job
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.
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.