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Project title: Seasoned Stock Market Consultant for Corporate Trading Framework
Posted by: External project from PeoplePerHour
Started: 29-Sep-2025 11:46 GMT
Description: RM365 Ltd is a fast-growing, industry-leading company with significant capital resources and a rapidly expanding market presence. As we move into equity investments, we are looking for an experienced stock market consultant to help design and implement a best-in-class corporate trading framework. This is a high-impact project for a professional with institutional-level expertise and a track record of measurable success.

What You’ll Do:
- Recommend the most effective brokerage platforms—with a strong focus on Interactive Brokers (IBKR)—to optimize cost, speed, and functionality.
- Advise on trading strategies, risk management, and cost-efficiency tailored to a corporate investment environment.
- Guide the corporate account opening and onboarding process to ensure a seamless start.
- Provide actionable insights on compliance, tax considerations, and reporting best practices.

What We’re Looking For:
- Extensive stock market experience gained in a large financial institution, hedge fund, or major corporate setting.
- A proven track record of success—verifiable through performance metrics, case studies, or client references.
- Deep knowledge of Interactive Brokers (IBKR) and corporate brokerage requirements.
- Exceptional ability to simplify complex financial concepts for clear decision-making.

Project Scope:
- Initial high-level consultation with optional follow-up for account setup and strategy execution.
- Remote engagement with flexible virtual meetings to accommodate schedules.

Why This Opportunity Matters
This is not an entry-level project. We are seeking a seasoned professional who can leverage real-world, large-scale trading experience to shape our investment strategy from the ground up. Your expertise will directly influence RM365’s expansion into equity markets.

To Apply Please Provide:
- A concise summary of your experience and large-company background.
- Evidence of success (performance metrics, case studies, or references).
- Details of your IBKR expertise.
- Your proposed rate or project fee.

Please note this fee is for the initial setup, if we work well together, we could work together beyond this and adjust the rate/ compensation accordingly.
Project ID: 3451543
Project category:
Project budget:
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