Freelance Quantitative Analyst Templates

Looking for Freelance Quantitative Analyst Templates to download? See the main templates that a Freelance Quantitative Analyst would use in their day-to-day work.

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Freelance Quantitative Analyst Templates

There is a huge number of templates that someone in the Freelance Quantitative Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Quantitative Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Financial Statement Analysis Template
2. Investment Portfolio Tracker Template
3. Risk Assessment Template
4. Market Research Report Template
5. Financial Modeling Template
6. Budgeting and Forecasting Template
7. Trading Journal Template
8. Performance Evaluation Template
9. Data Analysis Template
10. Client Presentation Template


Reports are often prepared by a Freelance Quantitative Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Financial Performance Report
2. Portfolio Analysis Report
3. Risk Assessment Report
4. Market Trends Report
5. Investment Strategy Report
6. Profit and Loss Statement
7. Cash Flow Analysis Report
8. Asset Allocation Report
9. Client Performance Report
10. Regulatory Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Quantitative Analyst does and how they do it.

1. Data Collection and Cleaning SOP
2. Statistical Analysis SOP
3. Financial Modeling SOP
4. Risk Assessment SOP
5. Investment Strategy Development SOP
6. Portfolio Optimization SOP
7. Performance Evaluation SOP
8. Report Generation SOP
9. Client Communication SOP
10. Continuous Learning and Skill Development SOP


Freelance Quantitative Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Financial Performance Analysis
2. Market Trends and Insights
3. Investment Portfolio Review
4. Risk Assessment and Mitigation Strategies
5. Quantitative Modeling and Forecasting

Legal Docs

There are several key times when a Freelance Quantitative Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Data Privacy Policy
5. Intellectual Property Assignment Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Quantitative Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance Quantitative Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Financial Calendar
2. Economic Events Calendar
3. Earnings Release Calendar
4. Market Holidays Calendar
5. Project Timeline Calendar

Invoice Templates

Several types of Freelance Quantitative Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice

Survey Templates

For a Freelance Quantitative Analyst to get insights related to the work they do, they need to send out Freelance Quantitative Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey: This survey template is used to gather feedback from clients on the quality of services provided by the finance and accounting firm.
2. Market Research Survey: This survey template is used to collect data on market trends, consumer behavior, and competitor analysis to help the firm make informed decisions.
3. Employee Engagement Survey: This survey template is used to measure the level of employee satisfaction and engagement within the finance and accounting firm.
4. Financial Planning Survey: This survey template is used to gather information on clients’ financial goals, risk tolerance, and investment preferences to help the firm develop personalized financial plans.
5. Risk Assessment Survey: This survey template is used to assess the level of risk associated with various financial investments and strategies to help the firm make informed decisions

Meeting Agendas

Having premade Freelance Quantitative Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Performance Review Meeting
2. Investment Strategy Meeting
3. Risk Assessment Meeting
4. Market Research Meeting
5. Client Portfolio Review Meeting

Budget Templates

To manage finances well, a Freelance Quantitative Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Tax Preparation Worksheet


Dashboards are a useful way for a Freelance Quantitative Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Risk Management Dashboard
3. Portfolio Analysis Dashboard
4. Market Trends Dashboard
5. Investment Strategy Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Quantitative Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Financial Analysis Proposal
2. Investment Portfolio Optimization Proposal
3. Risk Management Strategy Proposal
4. Market Research and Forecasting Proposal
5. Data Analysis and Visualization Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Quantitative Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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