a
anishaki

Anisha K

@anishaki

freelancer

India
English
About me
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.... Read more

Skills

a
anishaki
Anisha K
Offline • 
Average response time: 1 hour

See my services

Data Typing
I will do data entry, admin support, and accounting support
From$20 / projectMore details

Portfolio

Work experience

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.