Job Posted: 23.02.2022 16:58:44
Job is a very basic google search and yes/ no data entry regarding investment fund prospectus. Applicant asked to download investment prospectus for a few investment managers and verify the type of investment fund and fund goal.
Sample prospectus attached – these reports can be quickly downloaded from investment company websites. For this report, this is the excel data entry required:
Fund Company Fund ESG (Y/N) Maximize Returns (Y/N)
Calvert Short Duration Income Fund Y Y
Each investment company has multiple funds, data entry to be completed for each fund. Final product is a master excel file cataloguing each fund in format above, and a zip file with the pdf of each prospectus organized by fund company.
Accuracy will be checked. Bonus of 1x hourly rate for accurate result.
Less than 1 month
Less than 30 hrs/week
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