Hire the best Bloomberg Terminal Specialists in the United States

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$500 hourly
Sean S.
- 5.0/5
- (39 jobs)
- Specializes in building rigorous quantitative models for market traders and fund managers so that they can validate their investment theses and raise capital - Active financial licenses: SIE, Series 65, Life & Health - Past experience as a top analyst at Boston Consulting Group and Director of Quantitative Research at a $1.4B RIA - Designed an MLP portfolio that exceeded the benchmark Alerian index by ~3500 bps in actual live track record performance - Built out the pro formas and financial projections for a $20M VC fund in the midst of the coronavirus crisis - Uses a combination of MS Excel and MATLAB turn high-quality work quickly so that you get the most out of every billable hour and get started making money ASAP

Bloomberg Terminal
Cryptocurrency
Model Optimization
Stock Price Prediction
Personal Finance & Wealth Management
Stock Option Agreement
Mathematical Optimization
Mathematical Modeling
Investment Strategy
Portfolio Performance Modeling
Quantitative Finance
Portfolio Management
Financial Risk
Quantitative Analysis
Financial Modeling
Microsoft Excel
MATLAB
$150 hourly
JD P.
- 5.0/5
- (4 jobs)
Hardworking dad providing balance sheet consulting advice to institutions by day, juggling family and side-hustles by night. MBA in Finance and Strategy. Tortured myself through CFA curriculum. Adds value to financial analysis, investments, cash management, writing, and business strategy projects. Loves business writing. Need copy edits? I’ll redline it. Need a finance blog? I got you. I look forward to working with you!

Bloomberg Terminal
Chartered Financial Analyst
Blog Content
Investment Research
Balance Sheet
Finance
Writing
Economics
Forecasting
Business Management
Editing & Proofreading
Investment Strategy
Strategy
Financial Analysis
$45 hourly
Nathan R.
- 5.0/5
- (2 jobs)
Financial professional with 15+ years of experience, including several years as a high-yield bond trader for OppenheimerFunds and more than a decade as a portfolio manager of a multi-sector income fund. I have a real passion for helping people navigate the complex world of personal finance and capital markets. I am also fascinated by the crossroads of finance and technology and have deployed all type of tech to help analyze and take action in the markets.

Bloomberg Terminal
Asset Allocation Analysis
Financial Statement
Financial Planning
Investment Portfolio Review
Certified Financial Planner
Investment Research
Python
SQL
$40 hourly
Sam B.
- 5.0/5
- (1 job)
Growth-minded and adaptable student-athlete with a passion for the financial sector. Excel in a team setting as well as individually. Analytically minded with a strong ability to problem solve. Looking for a competitive, fast-paced environment with the opportunity to build long-lasting relationships in the business world.

Bloomberg Terminal
Google Workspace
Google Docs
Google Sheets
Microsoft PowerPoint
Microsoft Word
Microsoft Access
Microsoft Excel
$250 hourly
Andrew C.
- 0.0/5
- (2 jobs)
Expertise: Bloomberg functionality, Experiential Learning & Assessment, Stock & Option Valuation, Trading, Investing, Idea Generation, Simulation & Portfolio Creation, Public Speaking. Andrew Cohen is an Academic Entrepreneur & Award Winning Distinguished Senior Lecturer of Finance at Old Dominion and Hampton Universities: He is an Author of the Finance Textbook, "A Practical Guide to Trading and Investing", the Creator of "Future Traders" educational trading simulation; the Developer and investment strategist of the "Systematic Alpha" Model at Validea Capital; He is also a Former top Wall Street Trader and Market Maker, Public Speaker, Entsminger Entrepreneur Fellow, and Bloomberg Expert. His academic achievements include FMA's 2019 Innovative Teacher of the Year Award, ODU's 2019 University Teaching with Technology Award. He won an FIG Faculty Innovation Grant in 2018 for his innovative trading simulation, "Future Traders". He won the University Distinguished Teacher Award in 2017 while also being selected as an "Entsminger" entrepreneur fellow. In 2015, he won the Outstanding Non-Tenure Faculty Award. He began his career at Goldman, Sachs Training Program establishing a strong foundation for success. He then developed into a top performing trader and market maker to achieve financial independence by the age of 36. He transitioned into academics, utilizing his Wall Street experience along with his passion for teaching and creativity to create new experiential Finance courses optimizing Bloomberg technology. He also created and utilized Future Traders Education simulation along with his Wall Street trading and investing experience to elevate ODU's trading room lab into the top echelon of Bloomberg's Trading Rooms. He is also a Registered Investment Advisor Skilled in Stock and Option Analysis, Trading strategy, Bloomberg, and creating and utilizing Simulations to optimize student learning. He attained a Master of Business Administration (MBA) in Finance, from NYU's Stern School of Business. He is currently pursuing a PhD in Finance at Old Dominion University.

Bloomberg Terminal
Education Architecture
Derivatives Trading
Articulate Presenter
Business
Creative Strategy
Physical Fitness
Investment Research
Game Theory
Teaching
Economic Analysis
Company Valuation
Investment Strategy
Factor Analysis
Analytical Presentation
$30 hourly
Shilpa T.
- 5.0/5
- (9 jobs)
I am a CFA charterholder and have an MBA in Finance. I have 4+ years of experience with Alliance Bernstein in equity research across US Software, European General Retail, India Internet and India strategy sectors. I have expertise in financial modelling, financial statement analysis and valuation. I have authored multiple sector and company initiation reports which involved deep-diving into sector growth, competitive landscape, company financials, strategies and management.

Bloomberg Terminal
Report Writing
Appforfinance Financial Statement Analysis
Valuation
Modeling
Equity Research
$52 hourly
Jo P.
- 0.0/5
- (0 jobs)
Professional Summary Performance-oriented engineering team member with a focus on methodically testing and optimizing electrical schematics. Highly skilled in Microsoft technologies, including Exchange, Endpoint Manager, and Azure Cloud. Proficient in SCCM for system deployments and updates, ensuring consistent and secure end-user environments. Adept at troubleshooting and maintaining audio-visual equipment. Strong problem-solving and communication skills, with a commitment to supporting sustainable designs. Demonstrated expertise in hardware and software diagnostics, including managing anti-virus and anti-spam measures, wireless communication, and mobile devices. Proven ability to liaise effectively with multiple vendors, partners, and teams.

Bloomberg Terminal
Mobile Device
iPhone
Cybersecurity Monitoring
Windows 10 Administration
Printer
Factset
Sage 300
Active Directory Federation Services
Windows Administration
Microsoft Intune
Microsoft Azure Administration
Cisco Meraki
$38 hourly
Kim L.
- 0.0/5
- (0 jobs)
I hold the CFA designation, which has given me a wealth of skills related to investment management, wealth management, wealth planning, and the developing, training, and implementation of new systems and processes. I'm excellent with Excel, eMoney, SalesForce, and multiple other reporting and analysis tools.

Bloomberg Terminal
eMoney Advisor emX
System Configuration
Team Building
Personal Finance & Wealth Management
Wealth Management
Chartered Financial Analyst
Strategy
Investment Research
Business Management
$40 hourly
Bob L.
- 0.0/5
- (0 jobs)
TREASURY / PROJECT CONSULTANT Open to Full or part time roles. On-site or Hybrid. Interested in working in systems to create reports, cleanup data files. Highly organized individual who meets deadlines. An experienced finance professional with a proven track record of business analysis success within a Fortune 500 company. Proactively accomplished a broad range of daily treasury functions, including the banking needs of the business. Results oriented producer, with strong leadership skills, committed to ensuring the financial well-being of the organization. SIGNATURE COMPETENCIES * Project Management * Advanced Excel skills * Internal Financial Reporting * Digital Banking Platforms * Global Banking * Team Leadership * Investment Strategy * ERP Software - Oracle, SAP S/4HANA * Cash Flow Forecasting * Treasury Management Systems

Bloomberg Terminal
SAP C/4HANA
Microsoft 365 Copilot
Accounting Basics
Cash Flow Analysis
Internal Reporting
Management Consulting
Process Documentation
Process Improvement
Investment Banking
Bookkeeping
Financial Reporting
Microsoft Excel
$33 hourly
Aramis S.
- 0.0/5
- (0 jobs)
Hi, I’m Aramis—an analytical and detail-driven finance professional with a background in credit risk, financial modeling, and investment analysis. With a BA in Economics and experience across asset management, fintech, and risk operations, I bring a well-rounded skill set to help businesses make smarter financial decisions. In my most recent role as a Credit Risk Analyst at PAYARC, I led weekly risk calls with executive leadership and automated financial reporting systems using VBA, SQL, and Python—reducing time spent on reporting by over 10 hours per week. I’ve also built cash flow projections, evaluated merchant portfolios, and produced data-driven insights to guide risk mitigation strategies. Previously, I supported investment research and portfolio strategy at Open Field Capital, where I conducted valuation analysis, built financial models, and assisted with equity research in a fast-paced, data-heavy environment. Whether you need help with: Financial modeling or forecasting Credit/risk analysis Excel automation & dashboarding SQL data extraction & reporting Investment research Process documentation or reporting …I’m here to support your project with precision and professionalism. I’ve also recently completed a Full Stack Web Development Bootcamp, adding modern tech skills to my finance foundation—great for streamlining and automating complex workflows. Let’s connect to see how I can bring value to your team or project.

Bloomberg Terminal
Facebook Marketplace
Market Research
Company Research
Academic Research
Project Management
General Transcription
Data Entry
CSS
HTML
JavaScript
SQL
Python
ChatGPT
Microsoft Excel
$80 hourly
Ryosuke I.
- 0.0/5
- (0 jobs)
I’m a developer experienced in building backend systems and designing AWS cloud architecture. Throughout my career, I have worked with several large private and public companies to develop new web services, data analysis tools, and ETL pipeline. I have also advised companies in various industry on cloud architecture and DevOps to design the most cost effective and reliable architecture, workflow, and management strategies. I have experience coding in Python, Go, C, and Typescript.

Bloomberg Terminal
CI/CD
Redis
Docker
TypeScript
Jupyter Notebook
MySQL
FastAPI
AWS CloudFormation
Terraform
Golang
GitLab
Cloud Architecture
Python
DevOps
$10 hourly
Mariel R.
- 0.0/5
- (0 jobs)
I excel at bookkeeping/accounts payable/accounts receivable and have extensive experience in the field. I am adept at customer service and data entry jobs. Also, I am native Latin-American, can tutor Spanish.

Bloomberg Terminal
Account Reconciliation
Spanish Tutoring
QuickBooks Online
Financial Accounting
Bookkeeping
Accounts Receivable
Accounts Payable
$80 hourly
William E.
- 0.0/5
- (1 job)
I am an Equity Research Analyst experienced in all aspects of modeling, analysis, due diligence, and valuation of Long Only and Long/Short public equities. Whether you are trying to add horsepower, automate modeling, get a second opinion, offload tasks or conduct deep dive investigative work, I can help! - Expert with Bloomberg/Factset (including excel coding/modeling) - Financial Modeling (customizable) - Investigative Diligence (previously worked alongside investigative journalists) - Financial Analysis - Industry/Competitive Analysis - Valuation

Bloomberg Terminal
Investment Research
Research Methods
Conduct Research
Investigative Reporting
Equity Research & Analysis
Equity Research
Valuation
Financial Analysis & Valuation
Financial Analysis
Factset
$80 hourly
Monika H.
- 0.0/5
- (0 jobs)
Capital Markets Specialist and Project Manager with twenty years of experience in fixed income investment portfolio management, monitoring, modeling, analyzing data, and managing complex technology projects. Extensive expertise in fixed income investments, structured products, private placements, and derivatives. Proven track record of driving successful outcomes through the implementation of complex projects, operational enhancements, and continuous improvements in the investment process. Experienced in leading cross-functional teams, establishing standardized project management processes, and collaborating with C-level executives in fast-paced, deadline-driven environment. Key achievements include the strategic outsourcing of middle office operations, resulting in a 30% reduction in trade processing and settlement times and a 15% decrease in operational errors. Adept at leveraging strong analytical and problem-solving skills to make sound decisions under pressure, and implementing innovative programs to enhance organizational efficiency. Recognized for exceptional leadership abilities, with a commitment to fostering a collaborative work environment, mentorship, and achieving measurable business objectives. Dedicated to continuous improvement, excellence, and delivering impactful results

Bloomberg Terminal
Business Continuity Plan
Vendor Management
Software Integration
Trading Automation
Data Analytics
Financial Modeling
Business Operations
Operations Management Software
Analytics
Process Improvement
Process Development
Process Documentation
Project Management
System Administration
$30 hourly
Reed M.
- 0.0/5
- (0 jobs)
I am a young professional with experience in finance. As an investment banking intern, I developed a proficiency with Bloomberg Terminal and S&P Cap IQ. I also built my experience in research and presentations. I would often research target companies, and create presentations on these companies/their financials in order to present to management why they are a potential target. In addition, through my schooling at the University of Georgia, where I earned a BBA in Finance, I honed in my abilities in financial modeling, reviewing financial statements and creating financial reports. - Proficient in Microsoft Office (Excel, Powerpoint, Word) - Proficient in Bloomberg Terminal & S&P Capital IQ - Staying uo to date is important to me, so I like to communicate often and clearly

Bloomberg Terminal
Online Research
Statistical Analysis
Financial Modeling
Microsoft Office
Microsoft PowerPoint
Microsoft Excel
Data Entry
$20 hourly
Arslan L.
- 0.0/5
- (0 jobs)
I am an aspiring finance and accounting professional with strong proficiency in Microsoft Word, PowerPoint, and Excel, as well as experience using TradingView, Metatrader 5, and Bloomberg Terminal. I am eager to apply my skills in financial analysis, data management, and market research to help clients achieve their financial goals. Let's collaborate on your next project! Expertise in financial modeling, market analysis, and data visualization Strong communication and attention to detail Passionate about pursuing opportunities in accounting and finance.

Bloomberg Terminal
Light Bookkeeping
MetaTrader 5
TradingView
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Accounting Basics
$25 hourly
Olivier S.
- 0.0/5
- (0 jobs)
Recent Business Administration graduate with strong analytical and communication skills, seeking an entry-level position or internship in business operations, finance, or administration. Proficient in Bloomberg Market Concepts and Environmental, Social, and Governance (ESG) analysis. Eager to contribute to organizational growth and gain industry experience.

Bloomberg Terminal
Time Management
Data Entry
$22 hourly
Justin W.
- 0.0/5
- (0 jobs)
Former investment banker and valuation professional. Strong in Excel. Open to any accounting/finance/data entry/data analysis/financial analysis/credit analysis. Strong in PowerPoint and presentation prep as well.

Bloomberg Terminal
Accounting
Property & Equipment Lease
Equity Research & Analysis
Capital Markets
Investment Banking
PV Evaluation
Presentation Design
Bookkeeping
Healthcare
Data Entry
Data Analysis
Finance
Valuation
Financial Analysis
$30 hourly
Daniel M.
- 0.0/5
- (0 jobs)
I’m a finance professional skilled in financial modeling, Excel analysis, and investment strategy. Whether you need help building valuation models, forecasting cash flows, or optimizing spreadsheet workflows, I bring a sharp eye for detail and a results-driven approach. • Proficient in Excel (VLOOKUP, INDEX/MATCH, VBA), financial modeling, and data visualization • Experience with budgeting, forecasting, portfolio analysis, and corporate finance tools • Strong understanding of capital markets, asset classes, and investment management • Clear communication and reliability are important to me—let’s stay aligned throughout your project Let’s work together to bring clarity to your financial data and drive smart decision making.

Bloomberg Terminal
Financial Analysis & Valuation
Financial Planning
Analytical Presentation
Financial Projection
Financial Modeling
Equity Research & Analysis
Market Research
Microsoft Excel
Excel Macros
SQL
Python
Discounted Cash Flow
Financial Analysis
$18 hourly
Aditya C.
- 0.0/5
- (0 jobs)
Dynamic and results-oriented finance professional with 2+ years of experience supporting institutional portfolio management, investment decision-making, and client reporting. Skilled in building and maintaining financial models, tracking portfolio performance, implementing rebalancing strategies, and preparing client-facing reports that guide investment strategy. Demonstrated ability to manage cross-functional deliverables, streamline operational processes, and contribute to the professionalization of investment platforms. Known for combining analytical rigor with a collaborative mindset to deliver customized, high-impact investment insights and reporting tools.

Bloomberg Terminal
Accounting Basics
Cash Flow Analysis
Cash Flow Modeling
Microsoft Power BI
PowerPoint Presentation
Microsoft Excel
Accounting
Management Consulting
Analytical Presentation
Financial Planning
$25 hourly
Evan B.
- 0.0/5
- (0 jobs)
I'm a recent University of Michigan Graduate with extensive experience in resume building, academic proofreading, and digital marketing. Additionally, if you need help with investment research or any coding projects, I am here to help. - Knows C++, Java, Python - Great communication - I will write/edit articles and resumes for a great price

Bloomberg Terminal
Asset Management
Digital Advertising
Resume Design
LLM Prompt Engineering
Investment Research
Java
Python
C++
Academic Editing
$15 hourly
Kyla M.
- 0.0/5
- (0 jobs)
I am a senior finance student at Georgia Southern University with a strong interest in personal financial planning. I'm working toward a career as a financial planner and looking to gain hands-on experience supporting advisors and firms with client-facing and back-office tasks. I can assist with: - Preparing or organizing client files and documentation - Researching financial tools, markets, or planning topics - Scheduling and general admin support - Data entry and presentation formatting I'm a fast learner and ready to take direction and help you stay focused on serving your clients. I'm especially interested in working with solo advisors or small firms looking for reliable. entry-level support during busy seasons. Let's connect! I'd love to learn from you and contribute to your practice.

Bloomberg Terminal
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Accounting Basics
Light Bookkeeping
$20 hourly
Jack M.
- 0.0/5
- (0 jobs)
Hi! I’m Jack — a highly motivated finance major from the University of Colorado Boulder with strong real-world experience across finance, sales, and client service. I’ve worked as a private equity intern, a tech sales representative, and a campus brand ambassador, where I’ve managed teams, organized events, and handled large budgets. I’m sharp, reliable, and a fast learner. Whether you need someone to organize data, build Excel models, manage communications, or handle customer support, I’ll hit the ground running. I’m currently available for remote work and short-term projects, especially those needing someone detail-oriented, responsive, and self-directed. Let’s get it done.

Bloomberg Terminal
IT Asset Management
Accounting Basics
Accounting
Management Consulting
Analytical Presentation
Financial Planning
$99 hourly
Nirali S.
- 4.3/5
- (5 jobs)
I've spent my career in financial services industry and am proficient in both finance and technical skills. I have financial modeling experience at a reputed private equity firm. Additionally, I have worked for several years on preparing marketing materials and raising funds for investors. I have experience in pitching our services to clients too. Please reach out to me for pitchbook/marketing preparation, financial modeling and data analysis. Past Projects: Financial Modeling for Private Equity, Preparing Investor presentations and marketing materials, Asset Management Data Analysis, . Skills: Proficient in Excel, Powerpoint, Basic VBA, SQL, and Bloomberg.

Bloomberg Terminal
Pitchbook
Financial Modeling
Derivatives Trading
Microsoft Excel
Project Management
Business Analysis
Financial Analysis
$30 hourly
Owen M.
- 5.0/5
- (2 jobs)
A passionate, results-driven management consultant, financial planner with 15+ years of experience. Possess deep understanding financial metrics, booking keep practice and account principals. Applying a broad, curious and analytical mindset towards helping organizations refine, refresh and develop their financial planning needs Specialties include Financial Forecasting, Market Analysis, Competitors Analysis, Technical/Financial Due Diligence. Open to take on large complex financial models and bookkeeping tasks.

Bloomberg Terminal
Factset
Tableau
Analytics
Alteryx Analytic Process Automation Platform
Microsoft Power BI
Microsoft Excel
Business Intelligence
Analytical Presentation
Data Analytics
Economics
Competitive Intelligence
Financial Statement
Financial Report
$89 hourly
Rajan T.
- 0.0/5
- (0 jobs)
Investments & Valuation Expert | CFA® & CMT® Charterholder | MBA (Finance) Helping Funds, Firms, institutional houses & Founders Uncover portfolio Value with Precision I bring over 18 years of experience in financial markets with deep expertise in investment analysis, portfolio valuations, derivatives, structured products, and financial modeling. My background combines rigorous credentials—CFA®, CMT®, MBA in Finance, and a degree in Electronics & Telecommunication Engineering—with real-world insights from working at top-tier firms including Big 4 consultancies, global banks, institutional investors, US government, and hedge funds, mostly on the East Coast of New York City. Core Specialties • Valuation of private & public companies (DCF, PM, Comparables) • Credit & fixed income analysis (CLOs, MBS, structured credit, HY) • Performance attribution and risk decomposition • Financial due diligence and model validation • Fair value accounting (ASC 820), quarterly valuation packages • Investment memo creation & support for deal execution Whether you're a fund manager needing deep dives into portfolio positions across asset classes (fixed income, derivatives, structured products, CLO, CMBS, loans, public & private equity valuation, and financial modeling) , or an established firm requiring valuation support, I can help deliver high-quality, audit-ready results.

Bloomberg Terminal
Quantitative Finance
Investment Portfolio Review
Portfolio Performance Modeling
Portfolio Management
Structural Dynamics
Private Equity
Equity Research & Analysis
Equity Research
Business Valuation
Financial Analysis & Valuation
Company Valuation
Equity Valuation
Valuation
Finance & Accounting
$20 hourly
Jonathan W.
- 0.0/5
- (0 jobs)
I'm an experienced writer, editor, and investment analyst with a comprehensive understanding of fixed income, equities, alternative assets, and macroeconomics. I worked for nearly 25 years at a major asset manager, serving in a variety of roles that honed my financial acumen and writing skills. My tenure included more than a decade in investment communications positions with progressively increasing responsibilities and visibility. I demonstrated a proven ability to write commentary tailored to specific audiences, distill complex topics in understandable terms, provide value-added editing suggestions, and source and analyze data to produce high-caliber investment commentary. I would be excited to partner with you to craft impactful communications in an audience- and medium-appropriate format.

Bloomberg Terminal
Typing
General Transcription
Microsoft Word
Adobe Acrobat
Excel Formula
Investment Banking
Investment Portfolio Review
Investment Research
Finance
Copy Editing
Proofreading
Business Writing
Writing
Content Writing
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