Performance reporting automation for asset management by Diego SteinsapirPerformance reporting automation for asset management by Diego Steinsapir

Performance reporting automation for asset management

Diego Steinsapir

Diego Steinsapir

Developed an automation script to generate reports on portfolio performance for different customers for an asset management firm. It allowed to synthesize multiple data for custom metrics and deliver it in a single Excel file for user readability.
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Posted Dec 6, 2023

Create an automation script to quickly generate different reports on portfolio performance for customers of an asset management firm