write a business plan - building an investment operations team

My company is looking at creating an investment operations team and need to get an idea of the human resources and technology infrastructure that's involved in performing these core functions:.

> Transaction Management*

> Recordkeeping and Accounting

> Cash Management and Administration

> Corporate Action Processing

> Reconciliation and Control*

> Data Management

> Performance

Does this sound like something you could do? I'm not looking for war and peace but something that could be used as a starting point to get an idea of the cost. A plan to support a small domestic portfolio that trades fixed income and equity, some options and futures.

Færdigheder: Forretnings Planer, Økonomisk Research

Se mere: technology accounting, starting small business plan, starting accounting business, starting business plan, creating business plan, cost business plan, company human resources, business plan cost write, building business plan, accounting plan, accounting reconciliation, get business plan, starting business, small business accounting, reconciliation, operations, investment plan, fixed income, business operations, action plan, plan building, accounting cash, write business plan company, building accounting business, investment portfolio management

Om arbejdsgiveren:
( 2 bedømmelser ) Melbourne, Australia

Projekt-ID: #6040363

1 freelancer byder i gennemsnit $150 for dette job


Hired by the Employer

$150 USD in 4 dage
(263 bedømmelser)