Research Assistant data work

Research Assistant data work

Cancelled

Job Description

I need someone to: 1- Go on the SEC website and download from there 4047 forms. I will give you an Excel spread sheet with a list of names of firms, you would need to copy-paste the name of each firm from the Excel spread sheet to the SEC webpage, download each firm's form, print it in PDF and save it somewhere where I can access it (probably shared folder on Dropbox). Also, you would need to create in the same spread sheet a direct link for each firm to its own Form in Dropbox. Step 1: 1- One should start from the SEC Investment Adviser search page http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx 2- To begin your search, chose firm 3- Refine your search using the Firm name or CRD # or SEC# field. You would need to copy-paste each firm's name here from the list of the 4047 firms (column A "Primary ADVISORY Business Name") in the attached Excel spread sheet named "SELECTED ADVISERS_SEC.xslx" 4- Open the link to "investment Adviser Firm". By clicking on the link "SEC", you will be redirected to the firm's Form ADV. I attach a print screen of how the page should look like ("Print Screen KKR" attachment). 5- On the left -hand side of the page, where it says "Sections of Form ADV", open the link "View all" and save the document as PDF somewhere where I can access the forms (Dropbox shared folder?). 6- For each FORM you download in DROPBOX please ALSO SAVE a DIRECT LINK in COLUMN D of the "SELECTED ADVISERS_SEC.xslx" spread sheet. For each firm name in column A there has to be a direct link in column D to its form as you downloaded in Dropbox. Please name the link to the form in column D using the same "Primary ADVISORY Business Name" as in column A. After step 1 is finalized, if everything works fine I will need some more demanding coding work to be done. Some sections of the downloaded forms will need to be copy-pasted in Excel, according to a template that I will provide. I guess the best way to proceed is to agree on a price for the Step 1 and discuss Step 2 afterwards

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Skills: pdf