Investment Performance Excel Model Review Specialist

Project-Based Contract / Professional Consulting Assignment

We are seeking an experienced Investment Performance & Excel Model Review Consultant to independently review, validate, and enhance existing Excel-based investment performance models and related calculation methodologies.

The successful candidate will assess the accuracy, consistency, and reliability of performance measurement calculations, including Internal Rate of Return (IRR), Time-Weighted Return (TWR), Money-Weighted Return (MWR), bond yields, and portfolio returns. The role involves identifying calculation errors, methodological inconsistencies, and control weaknesses, while providing practical recommendations aligned with industry standards and best practices.

• Review existing Excel model structures, formulas, assumptions, data inputs, and cash flow treatment methodologies.
• Validate the accuracy of IR...