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Data for Family Offices Database

The requested job posting requires the data gathering and collection from internet, Linkedin and any other data-bases or sources available in order to prepare an exhaustive list of Family Offices based in Latin America or that have their main activity and client base in Latin America. Ideally, the database should encompass the full list of Family Offices dedicated to service Latam Families with over $50m in assets under management. The main countries for the research will be Mexico, Argentina, Brasil, Chile, Uruguay, Paraguay, Perú, Colombia, Panama, Ecuador, as well as countries such as Switzerland, Luxembourg, USA, Spain and Andorra who cover and deal with Latam families.

Family offices are a rapidly growing segment of the global financial and investment world. There are many types of family offices typically formed after the sale of a family business or a realisation of significant wealth. Many function as private wealth management firms that service ultra-high net worth investors. Family offices can offer a total outsourced solution to managing the financial and investment activities of ultra-high net worth investors. Classification includes Single Family Offices and Multi Family Offices.

The database should contain ideally around 200 Family Offices within the region or servicing the region’s families, with between 1 and 3 relevant individual contacts per entity.

The applicant will prepare an online google spreadsheet online as per the below format:

Family Office

Name

Surname

Position

Email

Phone

Linkedin link

FO’s AUM

City

Website

Office Type*

*MFO: Multi Family Office

*SFO: Single Family Office

Timeframe

The database should be completed within 30 days from the start of the job.

The candidate should indicate:

His/hers previous experience in Family Office or wealth management databases

Which databases he/she has access to (for example, Linkedin Premium)

The number of Family Offices that the candidate considers will form the database (i.e. 50, 100, 200, etc.), and the fees expected in USD based on that estimate

Date available to start the job

Payment

50% at the start of the project, against a sample of 10 Family Offices

50% with delivery of the database

Kĩ năng: Nhập liệu, Phát triển cơ sở dữ liệu, Excel, Thị trường thương mại, Nghiên cứu

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Về Bên Thuê:
( 0 nhận xét ) Visakhapatnam, India

ID dự án: #19865332

10 freelancer đang chào giá trung bình $920 cho công việc này

pm9887

Hi There, As per provided assignment it is online search and keying entry. I have good experience in all kind of backend activities, internet research. I can give you best quality output in fast turn around time. Let's Thêm

$834 USD trong 7 ngày
(70 Nhận xét)
5.7
apoloargentina20

Hello, I'm familiar with data analysis and collection, and able to search and research those data you want via internet, linkedin and others professinoal websites. I have no experience in searching family offices, but Thêm

$750 USD trong 14 ngày
(10 Nhận xét)
4.4
BHARATBEURA

HELLO, MYSELF BHARAT . I’M PROFESSIONAL DATA ENTRY EXPERT. I COLLECT DATA FROM PDF/WEBSITE & FILL IN THE SPREADSHEET WITH DATA IN THEIR RESPECTIVE FIELDS. I WILL PROVIDE YOU WITH HIGH QUALITY SERVICES IN REASONABLE Thêm

$750 USD trong 7 ngày
(28 Nhận xét)
4.8
DmitryUA

Hello, I have 10 years of experience in gathering contact information of C-level management of private banking and wealth management firms, family offices, hedge funds, banks and other financial companies worldwide. I Thêm

$1125 USD trong 21 ngày
(2 Nhận xét)
3.1
coolmanu2011

I have already done this type of work. Please check my portfolio for that. I have 3 years of experience in Data Entry, Excel, Research, SEO, Article Writing etc.

$777 USD trong 20 ngày
(4 Nhận xét)
2.9
aleemaleem995

I am a Professional Accountant with 5 years of UAE exposure, having expertise in Accounts, Finance, Taxation (VAT), Financial Reporting, Accounts and Bookkeeping, Management Reporting, Inventory Control, Reconciliation Thêm

$800 USD trong 7 ngày
(0 Nhận xét)
0.0
alansepe

create an online updating software that will maintain multiple database. with multiple servers. 20yrs of solid software development and created multiple applications and integrations.

$1400 USD trong 7 ngày
(0 Nhận xét)
0.0
lizhtg

I’m from Colombia and I work in my family office, most of my clients are family business therefore I have access for the information in my country.

$888 USD trong 6 ngày
(0 Nhận xét)
0.0
pkanalyst

Hello, As I saw your requirement, I have already worked on Advanced Linkedin by using boolean search for the particular industries as per on their revenue, [login to view URL] employees, VP of sales, Director of sales and many of Thêm

$750 USD trong 15 ngày
(0 Nhận xét)
0.0
AhmedBucheeri87

i believe i am the right fit as I am pretty much unemployed and can devote all my time to this, resulting in faster turnaround for project completion than the time stated.

$1125 USD trong 7 ngày
(0 Nhận xét)
0.0