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Rating is 4.9 out of 5.
4.9/5
based on 106 client reviews
  • $235 hourly
    • 5.0/5
    • (332 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 Derivatives
    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
  • $190 hourly
    • 5.0/5
    • (157 jobs)
    I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
    Featured Skill Derivatives
    Investment Research
    Derivatives Trading
    Stock Option Agreement
    Microsoft Excel
    Accounting Principles & Practices
    Financial Modeling
    Financial Analysis
  • $100 hourly
    • 5.0/5
    • (77 jobs)
    I am a finance professional with over six years of work experience in the areas of financial risk management and derivatives valuation and trading. I have worked as an analyst at Credit Suisse, and as a senior consultant at PwC, and I have been an active trader in the derivatives market for four years. I have a BTech and an MBA, and I'm proficient with R, Python, MATLAB, Excel and VBA. I'm familiar with the major concepts of Financial Accounting, Corporate Finance, Economics and Econometrics. In my career, I have worked extensively with derivatives - options and futures. As a result, I've acquired a strong understanding of their workings - their payoff profiles, risk profiles, and valuation. I have worked with various valuation models for derivatives - binomial, Black-Scholes, stochastic volatility models.
    Featured Skill Derivatives
    MATLAB
    Python
    R
    Financial Risk
    Economics
    Financial Analysis
    Econometrics
    Corporate Finance
    Derivatives Trading
    Financial Modeling
    Financial Planning
    Statistics
    Accounting
    Microsoft Excel
  • $30 hourly
    • 4.2/5
    • (27 jobs)
    I am a quantitative / systematic trader that also helps others with all things related to running algorithmic trading systems. With 7 years of dedicated experience in financial markets, including extensive trading in the Futures and Options (F&O) segment of Indian markets, I offer a comprehensive understanding of trading dynamics and strategies. My expertise extends to developing Real-Time Trading Applications, Back Testing/Modeling Trading Strategies, data collection/storing, portfolio and position risk management, etc. using Python and TradingView as my primary tools. I am a skilled python programmer that writes well documented and organized code that is easy to follow and build upon. I provide even more value with my trading knowledge and experience. I've developed more than 60 successful projects to date helping Retail and Institutional Clients, and look forward to taking on many more. No matter how large or small the project, I am capable of completing it in a timely and effective manner. THINGS I CAN HELP YOU WITH : 🌟 Algo Trading Bot / Application - Coding your strategy and integrating it with brokers api in python. Fast, Accurate, Efficient, Documented code deployed on cloud or locally. 🌟 TradingView + Python - Trading Logic and Signals are coded in TradingView Pine Script and trade execution is done through Python and Brokers API. 🌟 Equity Markets - Indian Markets, US Markets, major Global Markets using broker APIs. Direct Equity, Futures and Options, Delta Trading. Experience with Interactive Brokers, TD Ameritrade, E-Trade, Zerodha, Kotak, Upstox, IIFL, Angel and others. If it supports algo trading, I've either developed on or can very quickly learn how to. 🌟 Crypto Markets - Binance, Kucoin and all major Crypto Exchanges. Grid Trading, Arbitarage Trading, Option or Futures. 🌟 TradingView PineScript - Custom Indicator Development, Modification or bug fixing in existing Indicator or strategy, Generate and Send Alerts to Trading Bot or Messaging Channel. 🌟 BackTesting - Develop Custom Backtesting modules based on your needs, or using open source libs like VecorBT, BackTrader, BackTesting, etc. in python further optimised with . Fine Tune or optimise parameters based on market conditions. 🌟 Risk Management - Integrated Position Sizing, Portfolio Risk Analysis, daily limits for trades, profits or loss. 🌟 Data Analysis & Visualization - Analyse data with Pandas, Numpy, Numba, Scipy and view it in excel or webapp. Charting Libraries such as Seaborn, Tableau or MatPlotLib and seamless integration with MySQL, PostGreSQL or others. 🌟 Signal and Trade Messages - Get Custom Messages on Signal / Order / Trade on Telegram, Discord, WhatsApp, E-Mail, etc. 🌟 User Interface - Request Custom Website in React js with FastAPI or Dash Webapp, Simple Excel / G Sheet, GUI App build with PyQT. 💼 Work Approach: Shoot me a message and lets chat over zoom via the Upwork integration and quickly discuss your project needs. The consultations are free, and last as long as needed. It can be 2 minutes or 2 hours. My goal during this call is to ask you as many questions as I need until my brain clicks and fully understands your project. 🤝 Let's Collaborate: If you're seeking a skilled professional to enhance your trading operations or develop custom solutions, I'm here to help. Let's discuss your requirements in detail and explore how we can collaborate to achieve success in the dynamic world of financial markets. Feel free to reach out, and let's embark on this journey together. Kind regards 😊 Have a good day and stay safe, Harsh Kantariya.
    Featured Skill Derivatives
    Online Financial Trading
    Python Script
    Django
    Microsoft Excel
    Derivatives Trading
    Trading Strategy
    RESTful API
    Trading Automation
    Python Asyncio
    Tableau
    SQL
    pandas
    Data Scraping
  • $120 hourly
    • 5.0/5
    • (66 jobs)
    I am passionate about adding value to your life, by streamlining the trading processes through automation. Giving tailored solution for your systems is my first priority. For me, this means working closely with you to ensure that you receive the user-friendly software. I enjoy thinking outside the box and finding just the right solution for your trading business needs. For over three years, I have been serving as Trading Automation expert in full time and freelance roles on different platforms. Python and VBA based automation is my primary expertise. I’ve successfully delivered automated trading softwares along with backtesting functionalities. I have helped multiple clients setting up their bots in cloud based platform such as AWS. That enables them to run the bot 24x7 on the server requiring no manual intervention straight for a week. I have expertise working with several broker platforms including Interactive Brokers, TD Ameritrade, Tradovate and Zerodha Kiteconnect. I can seamlessly integrate other tools such as Quantconnect, Tradingview, Telegram in the automation process. These are a few of the functionalities I have coded in these bots: 1. Getting historical/ live data from Broker API. I generally use IB Insync Python API in case of Interactive Brokers 2. Getting signals directly from subscription based Websites such as tradingaddicts if the website allows bot activity 3. Reading signals from your Email if subscription service sends you standard automated email whenever the signal is generated 4. Getting data from any other Free/ Paid API including Yahoo Finance 5. Processing raw data to calculate indicators/ signals. I can create custom indicators as per your requirement or we may use standard libraries such as ta-lib 6. Order placement and order management 7. Risk management 8. Portfolio management 9. PyQT based GUI Dashboard for input settings and program status 10. Email/ Telegram updates for actions taken by bot 11. Market scanners My Expertise Areas - • Interactive Brokers API Integration (Using Python and ActiveX client) • Amazon Workspaces • Web Scraping • RESTful API Integration • Signal extraction from emails • Visual Basic (Creation of Macros) • Advanced MS Excel, Access, Power Point, MS Word, Outlook and Publisher VBA Programming • Google Scripts • Automation of Reports • Automation of spreadsheet
    Featured Skill Derivatives
    Derivatives Trading
    API
    Algorithm Development
    PyQt
    Stock Option Agreement
    Spreadsheet Software
    Financial Modeling
    Desktop Application
    Trading Strategy
    Microsoft Access
    Spreadsheet Automation
    Trading Automation
    Python
    Automation
    API Integration
    Forex Trading
  • $25 hourly
    • 5.0/5
    • (77 jobs)
    Hi, I am a Mathematics expert. I have a Bachelors of Education with Mathematics as a major teaching subject. My expertise includes Pre-algebra, Algebra I, Geometry, Algebra II, Pre-Calculus, Trigonometry, Calculus, Probability, Geometry, Discrete Maths, and Statistics. I am a tutor and I have 3 years of tutoring experience. I am associated with a Singapore based tutoring company. I did my graduation in Civil Engineering but Mathematics has always been my passion. I can create Mathematics content like questions, quizzes with accurate answers, and proper explanation. I can create Mathematics content for any school level. I can assure you of quality work. I do the Mathematics projects at very reasonable rates keeping the quality of work very high. MOTTO- DOING MY BEST & DELIVERING BEYOND THE CLIENT'S EXPECTATIONS..... feel free to ask any questions..... Thanks & Regards
    Featured Skill Derivatives
    Derivatives Trading
    Content Writing
    Teaching Algebra
    Mathematics Tutoring
    Academic Writing
    K-12 Online
    Tutoring
    Geometry
    Education
    Calculus
    Algebra
    LaTeX
    Precalculus
    Mathematics
  • $39 hourly
    • 5.0/5
    • (108 jobs)
    Hello! I am Sergei, a highly skilled software engineer and Top Rated freelancer, specializing in developing trading solutions for TradingView (Pine Script), TradeStation (EasyLanguage), and MultiCharts (PowerLanguage). If you're looking to take your trading to the next level with cutting-edge technology, I’m here to help you achieve that goal. 👨‍💻 What Can I Do for You? 🔹 Indicators and Strategies: Development of unique tools tailored to your specific needs. 🔹 Backtesting and Optimization: Analyze strategies to enhance their efficiency and performance. 🔹Trading Automation: Creation of trading robots for TradingView, TradeStation, and MultiCharts. 🔹 Custom Solutions: Bespoke tools, Strategy Builder Kits, and more. 👨‍💻 Why Choose Me? ✅ Top Rated Status: Among the top developers on the platform with a 97%+ project success rate. ✅ Extensive Experience: Over 1,000 completed projects and 10+ years of trading expertise. ✅ Quality and Attention to Detail: Clean, well-structured code tailored to your requirements. ✅ Speed: Rapid development and prototyping, allowing you to test your ideas as soon as possible. ✅ Ongoing Support: Assistance with setup, refinement, and optimization even after project completion. 👨‍💻 My Additional Services 🔹Technical Consulting: Guidance on selling invite-only scripts on TradingView or scaling your trading solutions. 🔹Trading Algorithms: Development of complex strategies with practical knowledge of advanced risk management systems (Kelly Ratio, Optimal F, and more). 🔹Multi-Platform Solutions: Automation via PineConnector, 3commas, Alertatron, and other services. 🤝Let’s Work Together! I can help you transform your ideas into powerful tools that boost your profits and simplify your trading. Send me a message or schedule a consultation to discuss your project today!
    Featured Skill Derivatives
    Forex Trading
    Derivatives Trading
    Financial Trading
    Trading Automation
    Cryptocurrency Trading
    Trading Strategy
    EasyLanguage
    TradeStation
    Pine Script
    TradingView
  • $17 hourly
    • 4.9/5
    • (47 jobs)
    Hey, Welcome to my profile. I am Mathematician and Statistical Data Analyst. I have completed my Master's degree in Mathematics and Statistics from a prestigious university. I can thereby teach you and solve your problems which helps you to understand concepts of Statistics and Probability I am highly experienced and skilled in carrying out qualitative and quantitative data analysis for research and project works as well as providing a report and interpretation of results. I can help you with: 1) Data entry 2) Basic statistics (mean, median, mode, range, variance, standard deviation etc.) and Descriptive statistics (frequencies, descriptive and Cross tabs) 3) All types of Graphs 4) Bayesian Statistics, Hypothesis testing 5) Recoding variables into same and different variables and Compute Variables 6) Dummy variables, Custom Tables, Case summaries, Cross-Tabs with Clustered Bar charts 7) Correlation and Regression analysis 8) Non-Parametric tests 9) Split Cases, Multiple Response Variable Analysis 10) Factor Analysis 11) Cluster Analysis 12) Reliability Analysis 13) Mediation and Moderation Analysis TOOLS SPSS ,Excel, MINITAB, EViews, STATCRUNCH, R, WHY CHOOSE ME? Quality Work. Delivery less than 24 hours. 24/7 availability Fast Response On-time delivery Customer satisfaction is priority I look forward to working with you!
    Featured Skill Derivatives
    Data Visualization
    Statistical Analysis
    Data Analysis
    IBM SPSS
    Linear Programming
    Stata
    Calculus
    Mathematical Modeling
    Mathematics
    Differential Calculus
    MATLAB
    Statistics
  • $45 hourly
    • 4.9/5
    • (93 jobs)
    I am a C# developer with more than 10 years of programming experience. For the past years, I have coded many desktop and back-end applications ranging from small tools to complex trading applications that took months to develop. I have excellent skills and experience in: - cryptocurrency trading bots - back end development - developing complex desktop applications - Web and Windows automation Programming stack and technologies: - C# .Net [ Winforms, WPF ] - .Net Core - Databases - MS SQL, MySQL, SQLite - GIT and cloud base repositories such as Bitbucket, Github, and Gitlab.
    Featured Skill Derivatives
    C#
    Python
  • $40 hourly
    • 4.9/5
    • (52 jobs)
    I am a business owner(self-employed) at Quantcentral d.o.o. based in Croatia. I can 100% help with anything that is trading related, while 95% sure I can help with anything MQL/Node.js/Typescript/Javascript related ! - Software developer - Algorithmic trader and quant researcher in Traditional, Derivatives and Crypto markets - Javascript/Typescript/Node.js/MQL developer - Backend development - Author of dozens of profitable proprietary strategies for Crypto/Stocks/Bonds/ ETF markets - I will automate your trading strategies - assets traded don't matter Tasks that I previously did: MQL - Custom Indicator Development: Developed custom technical indicators using MQL4/MQL5 for MetaTrader 4/5. The indicators were designed to help traders identify market trends, entry and exit points, and other significant market patterns. - Automated Trading System Development: Created an automated trading system (Expert Advisor) using MQL4/MQL5. The system was designed to execute trades automatically based on predefined trading strategies and risk management rules. - Script Development: Developed scripts in MQL4/MQL5 to automate routine tasks such as opening and closing trades, adjusting stop loss and take profit levels, and generating custom reports. - Backtesting and Optimization: Conducted backtesting and optimization of trading strategies using MetaTrader's Strategy Tester. This involved testing the strategies on historical data and adjusting the parameters to maximize profitability and minimize risk. - Integration with Third-Party APIs: Integrated MetaTrader 4/5 with third-party APIs to fetch real-time market data, send trade orders to other trading platforms, and implement social trading features. - Custom Dashboard Development: Developed a custom dashboard in MetaTrader 4/5 using MQL4/MQL5. The dashboard provided a comprehensive view of market trends, account balance, open trades, and other key trading metrics. - Conversion of Trading Systems: Converted trading systems from other programming languages to MQL4/MQL5. This involved understanding the logic of the original system, rewriting the code in MQL4/MQL5, and testing the converted system to ensure it works as expected. - Troubleshooting and Debugging: Provided troubleshooting and debugging services for existing MQL4/MQL5 code. This involved identifying and fixing issues related to trading logic, performance, and compatibility with different versions of MetaTrader. Typescript/Node.js/Javascript - API Integration: Integrated major cryptocurrency exchange APIs (like Binance, Coinbase, Kraken, etc.) to fetch real-time market data, place trades, and manage user accounts. This involved understanding the API documentation, handling authentication, and managing rate limits. - Arbitrage System Development: Developed an arbitrage trading system that identifies price discrepancies across different exchanges. The system uses real-time data from multiple exchanges, calculates potential profits after fees, and executes trades when the arbitrage opportunity exceeds a predefined threshold. - Trend Analysis System: Built a trend analysis system using Node.js and TypeScript. The system uses technical indicators and statistical methods to identify market trends and generates trading signals based on predefined strategies. - Copytrading System: Implemented a copytrading system that allows users to copy trades from successful traders. The system monitors the trades of selected traders in real-time, and automatically replicates their trades in the user's account. - Backtesting Framework: Created a backtesting framework in JavaScript that allows users to test their trading strategies against historical market data. The framework includes features for strategy optimization, risk management, and performance analysis. - Trading Bot Development: Developed a trading bot using Node.js and TypeScript that automates the trading process. The bot uses a combination of trend analysis, arbitrage, and copytrading strategies to execute trades 24/7. - Performance Optimization: Optimized the performance of the trading system to handle high-frequency trading. This involved optimizing the code, database queries, and API calls, and using caching and load balancing techniques. - Security Measures: Implemented security measures to protect user data and funds. This included encryption of sensitive data, secure API key storage, and implementation of withdrawal whitelists. Other facts about me: - High success in determining cryptocurrency cycles, trends and overall crypto market movements. - Professional sports career while pursuing software career. I can guarantee that any work will be done on time and with the 100% effort - just like I learned through over 10 years of my pro carreer as athlete - Great team player - open to work in teams - Regular, clear and fast communication is important! Please, respect that if I ask too many questions :)
    Featured Skill Derivatives
    TradingView
    Trading Automation
    Forex Trading
    Trading Strategy
    Code Review
    Financial Trading
    Cryptocurrency Trading
    Derivatives Trading
    MQL 4
    MQL 5
    Algorithm Development
    JavaScript
    Node.js
    TypeScript
    Back-End Development
  • $30 hourly
    • 4.9/5
    • (36 jobs)
    "Unlock Your Child's Math Superpower! Hello! I'm Hina, an experienced online maths tutor with a Master's degree in Mathematics. I help students worldwide, from the USA, UK, Australia, Canada, and beyond, succeed in maths from basic to high school, college, and exam prep (11+, SAT, GCSE, A level, and O level). I'm well-versed in the UK National Curriculum and utilise top online resources like Khan Academy, Math Genie, and more. My teaching approach focuses on conceptual understanding, not just curriculum coverage. In our first trial class, we'll discuss your child's baseline knowledge (10-15 minutes). Then, I'll provide daily practice work, regular tests, and progress reports for parents. Try a free trial class and watch your child shine in math!" Feel free to reach out with questions or to schedule a session.
    Featured Skill Derivatives
    API Integration
    Geometry
    Mathematics Tutoring
    Physics
    Derivatives Trading
    Science Tutoring
    Tutoring
    Teaching Algebra
    Biology
    Integral Calculus
    Calculus
    Differential Calculus
    Algebra
    Statistics
    Mathematics
  • $60 hourly
    • 4.9/5
    • (5 jobs)
    I'm deeply committed to enhancing your trading or investment capabilities through comprehensive research, meticulous backtesting, strategic tuning, and seamless development, deployment, and monitoring. My approach prioritizes thorough backtesting, incorporating methods like Random Walk and Monte Carlo simulations, ensuring honest evaluations. I emphasize discarding ineffective strategies early (inverted thinking) and focus on key metrics like Sharpe and Sortino ratios tailored to your specific risk tolerance. Having worked extensively with leading APIs such as Zerodha, Fyers, and Alpaca, I’m adept at integrating new technologies swiftly and effectively. I’ve developed robust systems for automated trading across various instruments, from equities to derivatives, leveraging Python, Django, PostgreSQL, Docker, and more. My solutions also include real-time reporting through Telegram and custom UI dashboards for strategy management, making the transition to automation seamless and efficient. What I Offer: 1. Backtesting & Strategy Validation: Prove or disprove the validity of your trading edge with rigorous backtesting. 2. Automated Trading Systems: Design and develop fully automated trading systems tailored to your preferred API (Python/Django, PostgreSQL, Docker). 3. Custom Dashboard Development: Create intuitive dashboards for easy administration and monitoring of your trading strategies. 4. Deployment & Maintenance: Manage the deployment and ongoing maintenance of your trading systems on AWS, GCP, or bare metal servers. 5. RESTful API Integration: Seamlessly integrate with third-party APIs to enhance your trading operations. Let’s collaborate to take your trading and investment strategies to the next level with precision, efficiency, and confidence.
    Featured Skill Derivatives
    Financial Trading
    Forex Trading
    Algorithm Development
    Derivatives Trading
    Trading Automation
    Trading Strategy
    Amazon Web Services
    Google Cloud Platform
    AWS Development
    Python
    PostgreSQL
    Django
    Docker
    Project Management
  • $35 hourly
    • 5.0/5
    • (17 jobs)
    🔧 Services Offered:     • Algorithmic strategy development     • Backtesting and optimization     • Strategy conversion & API-based deployment     • Custom indicator development     • Trading dashboards and GUI applications     • Cloud-based deployment and configuration (AWS, Contabo)     • End-to-end trading automation solutions 🛠️ Technical Skills:     • Programming: Python, Amibroker AFL, Pine Script     • Backtesting: Python, Amibroker     • APIs: IBKR TWS, Kite Connect, Angel One SmartAPI     • Platforms: Windows, Linux     • Analysis Tools: Amibroker, TradingView, GoCharting, IB TWS     • Cloud: AWS, Contabo 🎓 Certifications:     • Algorithmic Trading using Interactive Brokers Python API     • Interactive Brokers Python API – Advanced Concepts     • Complete A.I. & Machine Learning, Data Science Bootcamp 💬 I actively build and trade my own systems, and I'm here to help fellow traders turn their ideas into powerful, automated solutions — tailored, scalable, and reliable.
    Featured Skill Derivatives
    Financial Trading
    Trading Language
    GUI Design
    Algorithm Development
    API
    AmiBroker
    Trading Strategy
    AmiBroker Formula Language
    Trading Automation
    Python
  • $50 hourly
    • 5.0/5
    • (18 jobs)
    Freelancer with solid math background (PhD in financial mathematics) and programming skills has expertise in ✔️ Data mining ✔️ Algorithmic Trading Strategies include Market Making using Order Book Imbalance and Order Book Micro Structure. ✔️ Stochastic Control and Optimal Stopping Theory, ML & Mean Fields Game Theory, Q-learning. ✔️ Statistics and machine learning techniques in application to pricing models and risk management tools. ✔️ Python, R, SQL, Kdb+ ✔️ Django, FastAPI, Flask
    Featured Skill Derivatives
    API Development
    Steam API
    Financial Modeling
    Scripting
    Bot Development
    SQL
    Statistics
    Data Science
    Machine Learning
    Python
    C
    C++
  • $139 hourly
    • 5.0/5
    • (21 jobs)
    With over two decades of senior leadership experience in the financial services industry, including roles as Head of Quantitative Analysis in prominent organizations, I offer a wealth of expertise in the realms of financial modeling, investment banking, and portfolio management. My extensive track record spans a wide array of projects, ranging from financial projections and company valuations to private equity fund structuring, credit modeling, and portfolio construction. Client Benefits: My seniority and in-depth experience uniquely position me to tackle projects laden with uncertainty and quantitative challenges. Beyond delivering meticulously crafted financial models, I provide valuable insights and strategic advice that empower clients to make informed decisions, navigate complex financial landscapes, and maximize their returns on investment. Why Choose Me: Monte Carlo Simulations: I excel at harnessing Monte Carlo simulations to quantify uncertainties and devise robust risk mitigation strategies, ensuring clients are well-prepared for the unknown. Real Options: Leveraging real options in company valuations, I bring a forward-thinking approach that accounts for flexibility and adaptability, a crucial aspect in today's dynamic business environment. Startup and Fintech Expertise: I bring a wealth of experience in valuing startups and fintech companies, understanding the unique dynamics and challenges of these industries. Derivatives and Hedging: My expertise extends to financial derivatives and hedging strategies, enabling clients to navigate the complexities of risk management with confidence. Educational Background: As an educator in esteemed universities, I've imparted knowledge in Master's degree courses encompassing Investments, Portfolio Management, and Financial Derivatives, showcasing my commitment to advancing the field of finance. Testimonials: 🌟 "Jose was responsive, thoughtful, kind, and very qualified. I highly recommend working with him." 🌟 "His skills and expertise in the lending industry gave us leverage and made our business more flexible." I invite you to explore my profile further and initiate a conversation through chat. Let's collaborate to unlock the full potential of your financial projects and drive success for your organization.
    Featured Skill Derivatives
    Financial Projection
    Microsoft Excel
    Derivatives Trading
    Portfolio Management
    Investment Portfolio Review
    Investment Strategy
    Investment Research
    Financial Risk
    Financial Analysis
    Business Modeling
    Risk Analysis
    Financial Consulting
    Real Estate Financial Modeling
    Financial Modeling
    Portfolio Performance Modeling
  • $200 hourly
    • 4.9/5
    • (21 jobs)
    Upwork has died, people like me (ones with real value add) don’t use it anymore. Hit me up on X @alphainvestorss or my site alphainvestors.com Who I Help and How 🎯 I collaborate with a range of clients—private investors, HNWIs, start-ups, pension funds, family offices, and businesses. Whether you need to raise capital, raise your profile via a blog post, a white paper, or a comprehensive go-to-market strategy, even a derivative overlay, I've got the expertise. 🌐 With over 15 years in global markets I’ve experience pressure, success, and setbacks. That experience coupled with my natural creativity and problem-solving means I’m well equipped to meet your varied needs. 📈 What I'm Focused on Now 🌱 Taking a step back from the markets, I'm working on my own investment approach blending fundamental and quantitative strategies. Concurrently, I've broadened my services to include expert content creation for blogs and websites, mentorship in risk-taking and derivatives, risk consultancy, business development, and asset-raising. 🌍 My Experience 📚 My background covers both public and private markets, embracing a wide range of assets and strategies. I've raised over $8 billion in assets globally and consistently generated positive returns. 📊 Why Choose Me 🤝 Navigating the financial landscape from multiple angles—risk, history, strategy, psychology, and market trends—I articulate these complexities in an accessible manner. Having worked across the globe—from the US and Europe to Australia—I like to think I bring a well-rounded, informed perspective to the table. 💡 Let's Connect 📞 If any of this resonates with you, I invite you to get in touch. Let's explore how we could work together. 🤗
    Featured Skill Derivatives
    Portfolio Performance Modeling
    Investment Research
    Website Content
    Subject-Matter Expertise
    Copywriting
    Thought Leadership Content
    Business Development
    Investment Strategy
    Marketing
    Portfolio Management
    Investment Portfolio Review
    Stock Option Agreement
    Derivatives Trading
    Startup Consulting
    Forex Trading
  • $40 hourly
    • 4.6/5
    • (53 jobs)
    I am James--an expert in quantitative finance, financial engineering, and econometrics, specializing in stochastic modeling, risk analysis, algorithmic trading, and derivatives pricing. As an experienced Forex trader and the author of Quant (h)Edge on Substack, I combine cutting-edge theoretical research with practical market insights. With deep expertise in R, Python, MATLAB, and Pine Script, I develop cutting-edge financial models, trading strategies, and risk frameworks for hedge funds, asset managers, and institutional clients. Beyond financial modeling, I have extensive experience in academic writing and research. I have written 35+ academic papers for students in top universities, including LSE, HEC Paris, University of Manchester, University of Stirling, Warwick, and Northumbria, covering topics such as quantitative finance, econometrics, portfolio optimization, and financial derivatives. 🔹 Core Expertise: 📊 Econometrics & Financial Modeling Panel Data Analysis: GMM, fixed/random effects, Hausman test, cointegration, stationarity tests Time Series Forecasting: ARIMA, SARIMA, VAR/VECM, Markov-switching models GARCH & Volatility Modeling: GARCH, EGARCH, TGARCH, Heston model calibration Copula-Based Dependence Modeling: Tail dependence, Vine copulas, EVT for risk management Macroeconomic & Interest Rate Modeling: DSGE models, Term Structure Estimation, Nelson-Siegel-Svensson models 📉 Risk Management & Derivatives Pricing VaR & CVaR (Expected Shortfall): Historical, Monte Carlo, and parametric models Credit Risk Modeling: PD/LGD estimation, credit scoring, and structured credit models Options Pricing & Greeks Computation: Black-Scholes, Heston model, Monte Carlo simulations, AAD (Automatic Adjoint Differentiation) for real-time Greeks Interest Rate Derivatives: Hull-White, CIR, Vasicek models, LIBOR-SOFR transition modeling Stress Testing & Scenario Analysis: Systemic risk assessment and liquidity risk modeling 📈 Algorithmic Trading, Pine Script & Strategy Development Custom TradingView Indicators & Strategies: Advanced Pine Script development for retail and institutional traders High-Frequency & Statistical Arbitrage Strategies: Market-making, pairs trading, and factor-based investing Mean-Variance Optimization & Portfolio Construction: Black-Litterman, risk parity, factor models Machine Learning for Trading: LSTMs, reinforcement learning, and feature engineering for alpha generation Backtesting & Strategy Performance Analysis: Custom frameworks in Python & R for robust trading strategy evaluation 🧠 Advanced AI & Deep Learning for Finance Automatic Adjoint Differentiation (AAD) in PyTorch: Real-time risk sensitivities & portfolio optimization Topological Deep Learning for Financial Markets: Persistent homology, graph neural networks for asset dependencies Generative Models for Market Simulation: GANs, VAEs for synthetic data generation & stress testing Deep Reinforcement Learning in Trading: Alpha discovery & order execution optimization 📖 Academic Research & Financial Writing ✔ 35+ Academic Papers Written: Covering econometrics, derivatives, portfolio theory, and quantitative research ✔ Clients from Top Universities: LSE, HEC Paris, Warwick, Manchester, Stirling, Northumbria ✔ Expert in Academic Referencing & Research Standards: Harvard, APA, Chicago, IEEE ✔ Author of Quant (h)Edge: Popular Substack publication on quantitative finance and trading 🖥️ Technical Stack & Tools: ✔ Programming: Python (NumPy, SciPy, statsmodels, PyTorch), R, MATLAB, SQL ✔ Libraries & Platforms: Quantlib, TradingView Pine Script, Bloomberg API, Quandl, EViews ✔ Big Data & HPC: Dask, PySpark, PyTorch for large-scale deep learning models ✔ Trading Platforms: Advanced experience with MT4/MT5, FX platforms, and custom execution systems Why Work With Me? ✅ Elite Quantitative Expertise – Deep mastery of financial mathematics, stochastic calculus, and algorithmic trading, backed by years of practical implementation ✅ Exceptional Client Communication – Rapid response times, clear updates, and professional project management to ensure your complete satisfaction ✅ Outstanding Track Record – 100% client satisfaction across 35+ academic papers and numerous industry projects ✅ Meticulous Time Management – Consistently deliver complex projects ahead of deadlines without compromising quality ✅ Cutting-Edge Knowledge – Active researcher, trader, and Quant (h)Edge author, staying at the forefront of quantitative finance ✅ Comprehensive Solution Provider – From initial concept to final implementation, delivering end-to-end solutions in trading strategies, risk models, and academic research ✅ Industry-Academic Bridge – Unique ability to translate complex theoretical concepts into practical, profitable trading strategies ✅ Quality Guaranteed – Rigorous testing, detailed documentation, and thorough code review for all deliverables 📩 Need a quant model, trading strategy, ML model or academic research? Let's collaborate! 🚀
    Featured Skill Derivatives
    Derivatives Trading
    Project Risk Management
    Econometrics
    Quantitative Finance
    Artificial Intelligence
    Quantitative Analysis
    Time Series Analysis
    R
    Mathematics
    Deep Learning
    Bayesian Statistics
    Machine Learning
    Python
  • $25 hourly
    • 5.0/5
    • (101 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 Derivatives
    Forex Trading
    Equity Research & Analysis
    Equity Research
    Financial Modeling
    Equity Valuation
    Content Writing
    Financial Analysis
    Capital Markets
    Investment Research
    Economic Analysis
    Derivatives Trading
    Quantitative Analysis
    Financial Writing
    Technical Analysis
    Qualitative Research
  • $795 hourly
    • 5.0/5
    • (4 jobs)
    Turned $820 into $442,618 in just 15 months by trading stocks*. As a former finance professor with a Ph.D. in Finance, I provide trading and asset management service. I also provide lessons for effective and profitable swing trading strategies using options . With my blend of academic rigor, a proven track record of successful trading, and dedication to client success, I look forward to contribute to your investment goals and foster a long-term professional relationship. I help you grow your portfolio with lowered risk and develop skills with shortened learning curves whether you are an institution or individual investor, a new or experienced trader, a teenager or septuagenarian. I co-developed and sold a cutting-edge AI trading bot to one of the world's largest investment funds. Created multiple award-winning software solutions, one of which was prominently featured in a college computer textbook when I was still a student. Published research findings in the area of investments in top-tier academic journals. Won second place in a 5000-player poker tournament within a mere month of learning Texas Hold'em poker. Being awarded a U.S. patent for a math-learning invention. Volunteer in classroom teaching in inner city elementary and middle schools as well as one-on-one math tutoring. I tutored one former student who raised their SAT Math score from 660 in October to 780 in December in just ten 50-minute sessions. * My results are not typical. Past performance is no guarantee of future results. In comparison, if one would invest the same amount of $820 in the S&P 500 with dividends reinvested and inflation adjusted for 70 years ending December 2022, one would have $90,243. Not bad for people with the patience and the money to put aside for a long term. However, my tradings in 15 months generated a total return of 53,878%, almost five times of that if invested in the S&P 500 for 70 years and my communities do not have to wait for 70 years to receive tax revenue from my trading.
    Featured Skill Derivatives
    Stock Price Prediction
    Financial Analysis & Valuation
    Financial Analysis
    Behavioral Finance
    Derivatives Trading
    Financial Trading
    Security Analysis
    Portfolio Management
    Investment Research
  • $50 hourly
    • 5.0/5
    • (18 jobs)
    TradeStation EasyLanguage, comprehensive programming by an experienced trader. Over two decades of experience in programming, with a focus on EasyLanguage applications for the past five years. I offer unique coding, indicators, automated trading strategies, and training sessions on TradeStation and EasyLanguage for your convenience. Assisting customers globally to design automated trading systems, varying from simple to highly complex. I have a comprehensive understanding of the financial markets, enabling me to turn clients' concepts into effective trading plans.
    Featured Skill Derivatives
    TradeStation
    Financial Trading
    Software
    Trading Strategy
    EasyLanguage
    Trading Automation
  • $40 hourly
    • 5.0/5
    • (104 jobs)
    Dear Valued Buyer, I am your Microsoft Excel expert. I have expertise in Excel and I am creating amazing automated Workbooks since last 8 years. I have created models for all type of businesses, essentially in Finance domain. So, I am here for help. WHATEVER YOU VISUALIZE I CAN TURN INTO REALITY My biggest strength is of course the Product I deliver, but also the unconditional before and after sales support. I am available 7/7 to make your professional life easier. I'm also a CFA Charterholder and financial engineer : I can also help you on all Financial subjects (Pricing, Portfolio Management, Financial Dashboards...). I look forward to working with you. Work with me and enjoy the real joy of EXCEL. Kind regards El Mamoune
    Featured Skill Derivatives
    Econometrics
    Tutoring
    Google Sheets
    Quantitative Finance
    Business Process Model & Notation
    Chartered Financial Analyst
    Project Risk Management
    Financial Modeling
    Statistics
    API
    Microsoft Excel
    Python
  • $349 hourly
    • 4.7/5
    • (29 jobs)
    As a stock market consultant and portfolio manager, I help professionals and business owners consistently achieve higher returns and reduce risk in their investments. My approach centers on delivering tangible results—clients who work with me see significant improvements in their portfolios, typically enjoying returns that far exceed the cost of my services. What You Can Expect: • Higher Returns: Clients see an average ROI of 35% within 7 months through optimized stock options and equities trading strategies. • Minimized Risk: With a 90% gain-loss ratio, I prioritize protecting your capital while identifying lucrative opportunities. • Tailored Strategies: I offer personalized consulting, ensuring that every decision is made with your specific financial goals in mind. The Value I Bring: By partnering with me, you gain not just expert advice, but a clear path to enhanced financial outcomes. My goal is to ensure that the value you receive is at least double the cost of my services, guaranteed. Why Work With Me? If you’re seeking consistent, data-driven results through expert portfolio management or tailored stock market consulting, I’m here to help. I offer hands-on management to maximize your returns and safeguard your investments, while my consulting services provide personalized strategies that align with your financial goals. Whether you need active portfolio oversight or expert advice to navigate market complexities, I’m committed to helping you grow and protect your wealth. Let’s Talk: I offer a free consultation to discuss how I can help you reach your financial goals. Message me directly, and let’s explore how we can enhance your investment strategy.
    Featured Skill Derivatives
    Financial Trading
    Blue Sky Capital Strategies Portfolio Manager
    Management Consulting
    Investment Portfolio Review
    Stock Market
    Trading Lesson
    Stock Option Agreement
    Portfolio Management
    Financial Management
    Technical Analysis
    Derivatives Trading
    Business Development
    Investment Research
    Investment Strategy
    Financial Modeling
  • $100 hourly
    • 4.9/5
    • (94 jobs)
    As an Investment Analyst with deep expertise in fundraising strategy, investor research, and financial storytelling, I help startups unlock capital by connecting them with the right investors and equipping them with compelling materials that win attention. Whether you're raising pre-seed or Series A, I bring a proven track record of supporting successful raises exceeding $50 million. With direct access to PitchBook, I specialize in identifying and profiling venture capital firms, angel investors, and family offices that align with your sector, stage, and growth vision. I craft tailored investor lists, build high-impact pitch decks, and support outreach strategies that drive real conversations and funding. My core services include: ✔ Investor identification and fundraising strategy - Leveraging PitchBook to source, prioritize, and profile venture capital, angel, and family office investors aligned with stage, sector, and strategic fit for successful fundraising outreach. ✔ Investor Outreach & CRM Support – Developing and managing personalized outreach strategies, including messaging and tracking, to drive meaningful engagement with high-priority investors. ✔ Pitch Deck Creation & Business Storytelling – Crafting investor-ready presentations that highlight financial strengths, market opportunities, and scalability. ✔ Financial Modeling & Valuation – Building robust financial projections and valuation models to support fundraising and strategic decision-making. ✔ Market & Competitive Analysis – Providing insights into market trends, industry benchmarks, and competitor positioning. I work closely with founders, executives, and investment teams to ensure their fundraising efforts are highly targeted and strategically positioned. Whether you’re preparing for a Seed, Series A, or later-stage investment round, I can help refine your fundraising narrative, create a data-backed pitch deck, and connect you with the right investors. Let’s discuss how I can support your fundraising journey.
    Featured Skill Derivatives
    Newsletter Writing
    Equity Research
    Microsoft Excel
    Financial Projection
    Financial Analysis
    Valuation
    Financial Modeling
    Investment Strategy
    Investment Research
    Writing
    Report Writing
    Blog Writing
    Content Writing
    Article Writing
    Financial Writing
  • $100 hourly
    • 4.8/5
    • (182 jobs)
    Hello! I'm an experienced finance professional with +12 years of professional work experience as an Auditor, Accountant, and Financial Analyst at Big Four Accounting firms Deloitte, KPMG, and a NASDAQ registered Company. 🏆 Top-Rated freelancer with over 100+ concluded projects. ------------------- ✅ ORDER from my project catalog today to receive investor-ready documents necessary to raise capital from investors and grow your business. ------------------- "He is one of the best and fastest math whiz out there!" - Erick, DFS Team. "Umar was excellent and quickly responded. The power point presentation was excellent, creative and detailed. He completed a complex project meeting critical deadlines." - Donna Chiaia. ------------------- My core competencies include: ✅Preparation of Financial Statements ✅ Analysis of Financial Statements ✅ Business Plan & Pitch Deck creation for Startups ✅ Preparation of Financial Guidelines/Manuals ✅ Preparation of Technical & Financial Proposals ✅ Preparation of Fixed Assets Register ✅ Preparation & maintenance of Payroll ✅ Microsoft Excel/Word/Powerpoint ✅ Bookkeeping I’m always here to help!
    Featured Skill Derivatives
    Immigration Business Plan
    Bookkeeping
    QuickBooks Online
    Business Plan Writing
    Business Planning & Strategy
    Microsoft PowerPoint
    Financial Writing
    Pitchbook
    Financial Analysis
    Business Plan
    Financial Statement
    Report Writing
    Academic Writing
    Financial Audit
    Microsoft Excel
  • $150 hourly
    • 4.9/5
    • (75 jobs)
    Quant in major Investment Banks, 1B+ Hedge Funds and asset management companies, and Crypto Fund Manager. I have strong knowledge of the financial markets, particularly in Trading Strategies, Asset Allocation, Investments, Derivatives, and Risk. I am a motivated self-starter, analytical, in love with complex tasks and empirical solutions, delivering actual value to investment companies. My skills vary from time series modeling to Machine Learning, Asset Allocation strategies, Systematic Trading, Investment Research, and more.
    Featured Skill Derivatives
    Quantitative Analysis
    Quantitative Finance
    Quantitative Research
    Bot Development
    Cryptocurrency
    Econometrics
    Artificial Intelligence
    Forex Trading
    Investment Strategy
    Time Series Analysis
    Deep Learning
    R
    Machine Learning
    Python
    MATLAB
    Data Science
  • $110 hourly
    • 5.0/5
    • (289 jobs)
    I'm a CFA Charterholder, (Chartered Financial Analyst - charter number #185489). I have created detailed, and connected financial models and BI dashboards for Fortune 500 companies. My list of clients includes public firms such as Sony, Medavail, Novo Nordisk, and Unilever. I'm ranked #99th in the world in the recent Financial Modeling World Cup (FMWC) competition. I have done my time as CFO in SaaS, Blockchain, E-commerce, Real Estate and Manufacturing companies. I have the necessary credentials to create 409A valuations, and expert valuation opinions for courts. I'm a modern Fractional CFO that can optimize your finance department, or create one from scratch. I have deep expertise in financial modeling, valuation, financial analysis, and data science. I have over 19 years of experience in finance in Canadian, US, Australian, Israeli and Italian companies. I've helped raise +$600 million in the last 19 years in debt and equity for real estate projects and startups. I'm well versed in advanced statistics, time series analysis, VBA, Google Scripts, R, Python, SQL, DAX, M, Excel Automation, SPSS, PowerBI, GDS, Dynamics 365 and more. The aim of all my skills is to optimize, automate, present and control your financial and analytical processes. My favorite quote is by Warren Buffett, who is my greatest inspiration: "Someone’s sitting in the shade today because someone planted a tree a long time ago." This quote summarizes my attitude towards financial management, and business.
    Featured Skill Derivatives
    Chartered Financial Analyst
    Economics
    JavaScript
    API Integration
    Visual Basic for Applications
    Looker Studio
    Budget Management
    Microsoft Power BI
    Blockchain
    SQL
    Real Estate Financial Modeling
    Data Science
    Investment Research
    Financial Modeling
    Financial Analysis
  • $200 hourly
    • 4.9/5
    • (51 jobs)
    I have 12 years of experience in the financial industry and I've been on both sides of the fence as a retail trader and as a professional. I have a quantitative and research background. I've worked on projects to search for and optimize trades, build algorithms for trade execution, and backtesters to put context around trade ideas. TECHNOLOGIES: Python, R, C#, Excel, VBA, EasyLanguage, thinkScript, RESTful PLATFORMS: Interactive Brokers, TradeStation, Metatrader, NinjaTrader, Trading Technologies, TD Ameritrade Thinkorswim, QuantConnect RECENT PROJECTS: -My last consulting project was to research and backtest an equity trading idea for a portfolio manager. Once the trade idea was finalized I built the trade execution and integrated it with their desired broker. - I built a C# app for a FX options trading group. They were trading over the counter options which expired at 9am daily and needed to view their expiring inventory easily. The app ran a database query, followed by some data wrangling to display everything to their desired format.
    Featured Skill Derivatives
    Marketing Analytics
    Visual Basic for Applications
    Finance & Accounting
    Statistics
    Automation
    Bitcoin
    NinjaTrader
    Machine Learning
    TradeStation
    Scripting
    MetaTrader 4
    Quantitative Finance
    Python
    API
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