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Check out Capital Markets specialists with the skills you need for your next job.
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  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Capital Markets Specialists
  • $160 hourly

    • 5.0/5
    • (339 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Capital Markets
    Budget Management
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $35 hourly

    • 5.0/5
    • (28 jobs)
    Hello! I'm a CFA Charterholder and former investment banker with 11+ years of broad experience in finance, with focus on financial modeling, valuation and fundraising. I've worked on hundreds of transactions, advising top level executives on company valuations, equity and debt fundraising, real estate acquisitions and underwriting, project finance deal structuring, etc. My services include the following: ➡️ Company Valuation: provide accurate estimate of company's enterprise and equity values using variety of valuation methods, including discounted cash flow (DCF), publicly traded comparables and precedent transactions. ➡️ Real Estate: financial models for acquisition, development and construction of multifamily, commercial and other real estate projects. The models can support both equity investment as well as debt underwriting. ➡️ Private Equity: leveraged buyout (LBO) models that can be used by (1) private equity (PE) firms to evaluate potential acquisitions; and (2) management of companies being sold to PE firms in order to estimate maximum price a PE firm would be willing to pay. ➡️ Project Finance: complex models for construction, financing and operation of renewable energy projects, including solar, wind, battery and hydro projects. The models include multiple operating and financing scenarios in order to support debt and equity fundraising processes. ➡️ M&A Analysis: financial models used to evaluate M&A transactions. The analysis includes consolidating the financial statements of individual companies, analysis of multiple operating and capital structure scenarios, EPS accretion/dilution analysis, etc. You can find examples of my work in the portfolio section below.
    Featured Skill Capital Markets
    Solar Energy
    Wind Energy
    Chartered Financial Analyst
    Pitch Deck
    Fundraising
    Real Estate Financial Modeling
    Private Equity
    Mergers & Acquisitions
    Corporate Finance
    Project Finance
    Real Estate
    Valuation
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (36 jobs)
    Services: - Development of algorithmic trading systems for a wide range of assets including equities, futures, options, crypto and forex - Automation, backtesting and quantitative research - Evaluation, optimization and consulting to improve investment strategies such as avoiding backtest overfitting and other common pitfalls - Creation of customized indicators, factors, signal services and market scanners including automated notifications - Development and enhancement of framework modules such as execution algorithms (including TCA) and portfolio optimization models - Increasing the efficiency of trading algorithms so that large amounts of streaming data can be processed faster and less hardware resources are required Technologies & Tools: - Python including a wide range of libraries like pandas, numpy, numba, scikit-learn, matplotlib, seaborn and many more - QuantConnect / LEAN - Git and GitHub for version control and collaboration - Supported brokers for live and paper trading: Interactive Brokers (IB), Tradier, Binance etc. Bio: Quantitative trader and mathematician with strong affinity to financial markets and coding. Extensive experience in design, development and analysis of algorithmic trading strategies. I have been trading various financial instruments (equities, futures, options and currencies) for more than 10 years, whereas my approach has become more and more systematic over the years. I graduated with a Master's degree in Mathematics at University of Technology Dortmund (Germany) in 2016. My master thesis is about Schroedinger asymptotic of wave equations in periodic media. The subject belongs to the field of nonlinear partial differential equations and has applications in signal transmission using fiber optics technology. I then worked as an IT Consultant for 3+ years and was mainly employed as a data warehouse engineer and ETL developer in the regulatory reporting department of large financial institutions. I currently work full-time as a professional Quant Developer and have already invested many thousands of hours in R&D of financial markets and systematic trading strategies, building a deep knowledge of quantitative finance and algorithmic trading. Other remarks: My algorithms are always professionally designed and well documented, making them easy to follow. I mostly use the framework approach, so that the code is modular, pluggable and clearly structured, which also makes it much easier to perform adjustments or extensions. I am willing to sign a NDA, if desired, so that the intellectual property (IP) rights remain with you.
    Featured Skill Capital Markets
    Trading Automation
    Scripting
    Machine Learning
    Financial Modeling
    Python
    Quantitative Analysis
    Investment Strategy
    Quantitative Finance
    Software Development
    Automation
    Quantitative Research
    Statistics
    Mathematics
    Algorithm Development
  • $200 hourly

    • 4.5/5
    • (144 jobs)
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?
    Featured Skill Capital Markets
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $97 hourly

    • 5.0/5
    • (16 jobs)
    🌟 Experienced Fractional CFO & FP&A Specialist | Investment Banking, Private Equity & Venture Capital Background With over 16 years of experience in global investment markets, I offer premium fractional CFO and FP&A services tailored for small to mid-sized firms, startups, and companies. My expertise spans across the US, UK, and Australian markets, covering diverse industries including SaaS, E-commerce, Tech Hardware, Retail and Digital Marketing. 🌟What can i help with?🌟 ✅ Institutional-grade Financial modelling ✅ Strategic Financial Planning & Analysis ✅ Budgeting & Forecasting ✅ Precise Monthly Reporting ✅ Effective Cash Flow Management ✅ Power BI Dashboards ✅ Strategic KPI Development & Tracking ✅ Cap Table Management ✅ Growth Strategy Formulation ✅ Detailed Sensitivity & Scenario Analysis ✅ M&A Due Diligence & Analysis ✅ Company Valuation 🌟Why Choose Me:🌟 Diverse Industry Experience: My background spans multiple sectors, allowing me to bring cross-industry insights to your business. Global Perspective: Having worked with both public and private companies across three continents, I offer a unique international outlook. Investment Expertise: My experience in Investment Banking, Private Equity, and Venture Capital equips me to provide strategic financial guidance and capital raising support. Analytical Prowess: I combine academic knowledge with practical experience to deliver data-driven solutions. I have completed a Bachelor of Business (Finance Major) as well as CFA Level 2. Tailored Approach: I customize my services to meet your specific needs, ensuring maximum value and impact for your business. Partner with me to elevate your financial strategy, optimize performance, and achieve your growth objectives. Let's transform your financial challenges into opportunities for success.
    Featured Skill Capital Markets
    Venture Capital
    Chartered Financial Analyst
    Financial Modeling
    Sensitivity Analysis
    Company Valuation
    Financial Analysis
    Ratio Analysis
    Equity Research
    Data Analytics
    Microsoft Excel
    Microsoft Power BI
  • $125 hourly

    • 5.0/5
    • (28 jobs)
    I am an entrepreneur with a passion for helping start ups and growth companies. I have over 25 years experience in writing business plans, developing pitch decks and raising capital. My experience is a unique blend of finance and marketing strategy. I have a solid consulting services background and have worked extensively in technology including Saas, software, AI, and other rapid growth sectors such as renewable energy, cannabis, esports, healthcare and more. I have also worked for large corporations in senior finance roles including CFO and have raised over $30 million in capital for my clients and my own companies. If you are looking for reliable help with any of your business challenges -- from financial forecasting to market research or business plan development and pitch decks -- you have come to the right profile. Let's talk! Michele
    Featured Skill Capital Markets
    Startup Consulting
    Pro Forma Statement
    Financial Modeling
    Financial Presentation
    Budget Management
    Financial Analysis
    Financial Projection
    Pitchbook
    Business Plan
    Cash Flow Modeling
    Business Planning & Strategy
  • $125 hourly

    • 5.0/5
    • (12 jobs)
    As a finance professional with over a decade of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have a decade of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    Featured Skill Capital Markets
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Pitch Deck
    Investment Banking
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $25 hourly

    • 5.0/5
    • (100 jobs)
    I am a financial markets research and analysis expert with a Master's degree in Economics, and Certified Financial Technician (CFTe) from The International Federation of Technical Analysts Inc. I have more than two decades of experience in the banking and financial services industry (BFSI). I specialize in preparing buy and sell side equity research reports, analytical articles based on fundamental & technical views, live market commentaries, reviews of forex/CFD brokers & cryptocurrency bots, and customized financial content. Our team also assists undergrad and students preparing for their Masters with their financial modeling, derivatives, and other finance-related assignments. I have delivered 1000s of well-researched articles and equity research reports on the global financial markets for clients here on Upwork and elsewhere. In addition to the above-mentioned reports, we can also prepare sector reports, real-time updates of global macroeconomic events, preview & review of corporate announcements, e-learning, and training content. I also manage a client portfolio, trade in US equities, precious metals, and crude oil, and conduct online/classroom training workshops in technical analysis & derivatives. I have an extensive working knowledge of the thinkorswim (TOS) platform, I am privileged to be associated with clients across geographies. They include forex, equities, & commodity brokers, equity research firms, trading members on various financial exchanges, established websites catering to the financial services industry, and educational/ training institutions.
    Featured Skill Capital Markets
    Forex Trading
    Equity Research & Analysis
    Equity Research
    Financial Modeling
    Equity Valuation
    Content Writing
    Financial Analysis
    Investment Research
    Economic Analysis
    Derivatives Trading
    Quantitative Analysis
    Financial Writing
    Technical Analysis
    Qualitative Research
  • $200 hourly

    • 5.0/5
    • (163 jobs)
    Hello! My name is Foley George, and my goal is to help you make better real estate decisions with comprehensive, detailed analysis. I work in Capital Markets & Asset Management for a publicly-traded REIT in Atlanta, GA where I handle complex modeling and reporting in Argus and Excel, acquisition & disposition analysis, budgeting & forecasting, and packaging of investment committee memorandums. Prior to that I worked in real estate finance for a middle-market debt & equity shop underwriting and securing financing for deals ranging from $1 million-40 million in size. A brief list of the services I specialize in: building and editing financial models in Argus Enterprise and Microsoft Excel; underwriting acquisitions, dispositions and development projects; loan / finance request packages; budgeting & forecasting; lease analysis; contract review; portfolio analytics & reporting; waterfall modeling; investment committee packages; offering memorandums & pitch decks. If your project is in the real estate spectrum but doesn’t fit neatly into one of these categories, even better! I can't wait to learn about it. A non-comprehensive list of asset types I offer expertise in: office, retail, multifamily, self-storage, industrial, hospitality/hotel, medical office, seniors housing, single family, manufactured housing/mobile homes. Relevant education & certifications: - MBA in Real Estate Development, Clemson University - BS in Business Economics, North Greenville University - ARGUS Enterprise Certified - REFM Excel for Real Estate, Levels 1-3 Certified
    Featured Skill Capital Markets
    Microsoft PowerPoint
    Real Estate
    Commercial Lease
    Real Estate Investment Assistance
    Underwriting
    Argus
    Investment Research
    Real Estate Financial Modeling
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $35 hourly

    • 3.9/5
    • (66 jobs)
    🏆 TOP RATED and 100% Job Success 🏆 Specialized Finance Writer and Financial Analyst. I have over 5 years of experience working successfully as a freelancer and nearly 8 years in finance positions. My expertise includes both traditional finance and the crypto ecosystem. I've earned the recurring trust of clients of all sizes, including well-known names such as: ✅ Unilever (NYSE: UL) ✅ Wise (LSE: WISE, formerly TransferWise) ✅ Investing.com ✅ Rehmann All of these are highlighted within my profile as ongoing or finished jobs. With a background as an Argentinian Economist, I offer more than eight years of relevant experience as a financial analyst, with a focus on Latin American, US, and European financial markets. I've been a member of the Upwork community for over 4 years, consistently delivering outstanding results in challenging finance-related projects and maintaining a spotless reputation with 100% positive reviews. Furthermore, I hold a master's degree in corporate finance. One of my significant achievements includes successfully brokering a transaction involving 3% of Grupo Clarín's float, a publicly listed Argentinian company on the London Stock Exchange as a GDR/ADR. This operation marked the most substantial public exchange in the stock in the past six years. You can verify this transaction on the LSE official website and third-party data providers like Tradingview. It's also showcased in my Upwork history, where I skillfully negotiated with the company's controlling group and other stakeholders. I've dedicated years to analyzing frontier and emerging markets, serving both firms and high-net-worth individuals seeking opportunities in capital markets. My current base of operations is Buenos Aires, Argentina. In my role as a writer and Spanish proofreader/editor/writer, I take pride in maintaining a perfect track record and earning positive feedback for my work as a content creator for economics and finance websites. My expertise extends to a wide range of topics, and I leverage my research skills and knowledge of SEO optimization to create compelling content. Before this, my career path led me to work as a research analyst in one of the largest banks of LATAM. Here, my focus was on financial statements and macroeconomic analysis related to Argentina and Brazil. I also delved into political analysis, recognizing its pivotal role in influencing emerging markets. Specifically, I worked extensively on Latin American, European, and US bonds and equities, with experience in analyzing annual reports, integrated reports, and investor presentations. Identifying undervalued or overvalued assets is a crucial aspect of the decision-making process when allocating funds. Argentina's financial market is small which means there is a lot of space to grow. As a corporate professional in Argentina, I have effectively managed teams of writers, researchers, and analysts in a volatile environment. Dealing with challenges such as high inflation, depreciation, devaluation, and constantly changing regulations has enriched my knowledge and experience. With more than six years of experience in developing strategies involving derivatives, bonds, and equities, my work as an analyst in frontier markets has equipped me with the skills to manage multi-asset portfolios. The highly depreciated Argentine Peso (ARS) has incentivized me to engage in freelancing. Latin America! Consequently, I am here to assist companies with tasks and projects that can be efficiently executed by Argentines or in Argentina. Please feel free to contact me, and let's start collaborating.
    Featured Skill Capital Markets
    Financial Analysis
    Business Writing
    Article
    Copywriting
    Argentinian Spanish Dialect
    Economic Analysis
    Content Writing
    Article Writing
    Investment Research
    Market Analysis
    Portfolio Management
    Blog Content
    SEO Writing
    Finance & Accounting
  • $325 hourly

    • 5.0/5
    • (33 jobs)
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    Featured Skill Capital Markets
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Investment Research
    Investment Banking
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $99 hourly

    • 4.9/5
    • (110 jobs)
    I love to optimize systems, whatever they may be. I help make Data-Driven decisions. Through machine learning, AI, or any other methods, I will find the best way to manipulate the data at hand. My passion is in cryptocurrency/blockchain; feel free to ask me any questions about the cryptoverse!
    Featured Skill Capital Markets
    Data Management
    Data Scraping
    Cryptocurrency
    Translation
    Industrial Engineering
    Cooking
    SQL
    Machine Learning
    Data Science
  • $250 hourly

    • 5.0/5
    • (30 jobs)
    ⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance
    Featured Skill Capital Markets
    Fundraising
    Fundraising Presentation
    Finance & Accounting
    Corporate Finance
    Business Strategy
    Personal Finance & Wealth Management
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Analysis & Valuation
    Financial Modeling
    Private Equity
    Mergers & Acquisitions
    Investment Banking
  • $200 hourly

    • 5.0/5
    • (74 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    Featured Skill Capital Markets
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (82 jobs)
    I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America
    Featured Skill Capital Markets
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Investment Banking
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $235 hourly

    • 5.0/5
    • (331 jobs)
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a Chartered Market Technician (CMT) charterholder with over a decade of experience in systematic trading, algorithmic strategy development, and quantitative finance. My expertise lies in building, backtesting, and optimizing algorithmic trading systems, applying advanced technical analysis techniques to enhance performance across asset classes. With a background in engineering and financial markets since 2008, I bring a structured, data-driven approach to strategy development, risk management, and market analysis. I have collaborated with investment advisors, hedge funds, CTAs, portfolio managers, and professional traders to develop cutting-edge algorithmic solutions. What I Offer ✔ Quantitative Strategy Development – Designing, coding, and optimizing systematic trading strategies in Python, TradeStation EasyLanguage, QuantConnect, and TradingView Pine Script. ✔ Backtesting & Performance Analysis – Conducting rigorous historical testing, Monte Carlo simulations, and statistical evaluations to validate trading models. ✔ Technical Analysis & Market Research – Applying CMT-recommended methodologies, including trend analysis, mean reversion, momentum studies, volatility modeling, and intermarket relationships. ✔ Algorithmic Trading Automation – Implementing fully automated execution systems, integrating with Interactive Brokers API, TradeStation, and other trading platforms. ✔ Portfolio & Risk Management – Developing quantitative models for asset allocation, volatility-adjusted position sizing, and multi-strategy diversification. My Edge ✅ Certified CMT Charterholder – Recognized expertise in professional technical analysis and market behavior. ✅ Deep Trading Knowledge – Over 10 years of real-world experience developing and executing systematic strategies in equities, options, and futures. ✅ Skilled Programmer – Writing clean, well-documented, and scalable code for robust algorithmic trading solutions. ✅ Industry Recognition – Featured QuantConnect Recommended Consultant, trusted by financial professionals managing $150M+ AUM. I thrive on solving complex trading problems and helping clients develop strategies that are both profitable and robust. If you're looking for a high-level quant developer with deep market expertise, let’s connect!
    Featured Skill Capital Markets
    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Investment Research
    Financial Analysis
    Financial Modeling
  • $100 hourly

    • 4.2/5
    • (12 jobs)
    Investment professional with a diverse skillset and experience that touches all aspects of real estate finance including: - acquisition underwriting, pro formas, cash flow modeling - complex waterfall/promote structures, investment and investor returns (i.e., IRRs) - financing - investment memorandums and other presentation materials While I specialize in real estate investment modeling and analysis, I enjoy and am skilled in creating, improving, and analyzing financial models for all types of business uses. Additionally, my clients enjoy working with me because I am detail-oriented and place great emphasis on data visualization - I am able to manipulate, organize, and present data in the most efficient, logical, and user-friendly way. I've breathed and lived in Excel throughout my career, and no model/spreadsheet is too complex. I take pride in delivering high-quality work and would be happy to help you with your specific project needs
    Featured Skill Capital Markets
    Private Equity
    Financial Modeling
    Financial Analysis
    Modeling
  • $250 hourly

    • 4.9/5
    • (38 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    Featured Skill Capital Markets
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $50 hourly

    • 5.0/5
    • (53 jobs)
    Hello! For 15 years, I've gained extensive experience in AML, compliance, and investment banking (investment, retail banking, and Fintech). I also have experience in internal auditing, legal document review, policy drafting, and complex regulatory projects (US and EU). Also, I have extensive experience proofreading and copyediting websites, academic articles, technical documents, reports, legal reviews, etc. As a seasoned financial and consulting professional, I've consistently demonstrated resourcefulness and a results-driven approach. With a Master's degree in Human Rights law and a Bachelor's in law, I bring a unique blend of professional confidence and the ability to thrive under tight deadlines. If you have a project or opportunity to discuss, please don't hesitate to contact me.
    Featured Skill Capital Markets
    Compliance
    Regulatory Compliance
    Anti-Money Laundering
    Policy Writing
    FinTech
    Internal Auditing
    Investment Banking
    Due Diligence
    GDPR
    Test Results & Analysis
    Know Your Customer
    Report Writing
    Proofreading
  • $75 hourly

    • 5.0/5
    • (19 jobs)
    [See Video Introduction] You need a professional consultant that you can trust to guide you through difficult times, decision making, how-to, and how to get to the finish line. Your time and efforts are extremely valuable and no matter how hard and long you work no one can be everywhere at all times. You need to focus on the goals and dreams and let someone else take care of the details or things that you do not have time for doing. A business owner does not need to be the best or expert at everything in a business. A business owner should focus on driving the company in the intended direction and hire trusted advisors that are experts to perform tasks. Allow me to help you achieve your goals and dreams. I will take care of the details and you focus on running the deals. I have over 25 years of business experience in the areas of finance, technology, operations, and leadership. From being in charge of my own companies to setting up Business Intelligence systems for large companies like GE, Humana, Dell, and Bank of America. I have the experience and knowledge to drive your company forward in the most efficient way possible. Let me use my extensive background to make your job easier. If you are not willing to follow up with the position status then please do not ask to invite!!
    Featured Skill Capital Markets
    Startup Company
    Business Services
    Interpersonal Skills
    Change Management
    HR & Business Services
    Startup Consulting
    IT Consultation
    Management Consulting
    Business Coaching
    Business Writing
    Business Plan
    Financial Analysis
    Financial Modeling
  • $70 hourly

    • 4.9/5
    • (191 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    Featured Skill Capital Markets
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $200 hourly

    • 5.0/5
    • (65 jobs)
    Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions!
    Featured Skill Capital Markets
    Venture Capital Consulting
    Investment Banking
    SaaS
    Financial Management
    Investor Overview
    Business Valuation
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Investment Research
    Management Consulting
    Tech & IT
    Financial Analysis
  • $85 hourly

    • 4.8/5
    • (8 jobs)
    Background I am a Yale graduate, spent 16 years in the investment banking business with Credit Suisse First Boston in NY and London, and JP Morgan in Paris, London and NY. After that I ran a company in France for 11 years, and then moved to California where I have consulted and managed financial transactions, specializing in advising privately-owned companies with $5m to $50m in sales, as well as assisting start-ups and occasionally representing family offices and other high net worth investors. I speak fluent French. While in London (5 years) and Paris (20 years), I worked with companies all over the world as a capital markets expert, supervising a team responsible for 100 securities new issues per year, including IPOs, and then went to JP Morgan where I specialized in Corporate Finance. In 1996, I left investment banking to start consulting, but within a couple of months I was asked by one of my first clients to become CEO to a telecom services company (installed and maintained networks) that needed to be restructured. I proceeded to add 11 years of experience "making payroll" and being a company owner. I exited in 2007, and in 2008, after 20 years in Paris and 25 years in Europe, I moved my family (including four children) to the San Francisco bay area. In 2021, an empty-nester, I moved closer to skiing and hiking in northern Nevada. Since coming back to the US, I have assisted with the acquisition and turnaround (as CEO) of a virtual winery, established distribution channels for a start-up which produces wireless equipment for large-scale agriculture, and consulted and mentored dozens of entrepreneurs. I consult on financial strategy for company owners, including working as part-time CFO starting years' prior to any exit, assisting with valuation. I provide strategy and execution. I have introduced entrepreneurs to global companies, assisted in negotiating worldwide licensing and bring my global company experience to entrepreneurial companies. I have advised business owners on M&A (acquisitions & exits), capital-raises, strategic partnerships (in one case with a global luxury brand), tax and accounting strategy, executive compensation through shares or options, debt financings including SBA and supplier financing, and assisted with financial analyses, contract advice, and some services that qualify as management consulting. The execution I provide includes preparing business plans, investor decks, financial projections, financial analyses, valuations, term sheets, and assisting with contracts. I also assist with the negotiation, documentation, and closing. I signed off on billions of dollars of transactions as a banker, so I understand the contracts and know investor preferences. I advise on the business terms, but also advise on risk and risk mitigation, market practices, common pitfalls, pricing, valuation, timing, and however else I can help. I work with passion, have a lot of energy, and I really enjoy helping company owners and their teams.
    Featured Skill Capital Markets
    Company Valuation
    Corporate Finance
    Entrepreneurship
    Business Modeling
    Business Writing
    Venture Capital Consulting
    Business Valuation
    Financial Modeling
    Financial Prospectus Writing
    Startup Consulting
    Management Consulting
    Financial Analysis
    Mergers & Acquisitions
  • $200 hourly

    • 5.0/5
    • (114 jobs)
    ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.
    Featured Skill Capital Markets
    Financial Analysis
    Microsoft Excel
    Argus
    Financial Modeling
    Presentations
    Microsoft PowerPoint
  • $95 hourly

    • 5.0/5
    • (27 jobs)
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    Featured Skill Capital Markets
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • $125 hourly

    • 5.0/5
    • (102 jobs)
    ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 25 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo
    Featured Skill Capital Markets
    Quantitative Analysis
    Corporate Finance
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Real Estate Investment Assistance
    Financial Modeling
    Cash Flow Analysis
    Cash Flow Modeling
    Real Estate
    Financial Analysis
    Pitchbook
    Commercial Lease
    Construction Estimating
    Construction Management
  • $100 hourly

    • 4.9/5
    • (23 jobs)
    10+ years of experience in finance and startup advising. I raised USD 30+ M for various start-ups. MBA in Finance from the University of Cambridge and CFA Level I in Pursuit 👉 I value businesses meticulously using the relevant valuation techniques. 👉 I craft financial models that give you and your investors key insights about your business. 👉 I write pitch decks that raise funds. 👉 I conduct market research that distills key data for your business planning efforts. I look forward to delivering your project at your highest satisfaction within your budget and timeline.
    Featured Skill Capital Markets
    Pitch Deck
    Market Research
    Pitchbook
    Financial Modeling
    Entrepreneurship
    Growth Strategy
    Private Equity
    Business Management
    Venture Capital
    Financial Analysis
    Management Consulting
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