Hire the best Equity Researchers

Check out Equity Researchers with the skills you need for your next job.
Clients rate Equity Researchers
Rating is 4.8 out of 5.
4.8/5
based on 160 client reviews
  • $20 hourly
    Hi! I'm Jethruel Edolsa, 28 years old, male and currently residing in Philippines. Currently, I am a full-time freelancer, open to working on corporate finance, research or data analysis projects. My main work is for a US-based financial information services startup as their M&A Transactions Database Manager. This M&A database is new to their company as they decided to expand their product offerings and I am helping in starting this new initiative, including the software to use, data structure, data collection process, checking, hiring and training. On a per project basis, I work as analyst for various M&A advisory firms and VC firms from USA, Europe and Australia. Responsibilities include: 1. Information Memorandum / Pitch Deck 2. Financial Modelling and Valuation 3. Company and Industry Research 4. Financial and performance analysis 5. M&A research, precedent transactions analysis, public comps analysis 6. Lead generation / database maintenance 7. Other types of research as assigned by client I have also worked remotely for a New Zealand-based company as a Sales Analyst for 6 months, using MS Excel to create templates for data analysis and reporting. Prior to freelancing, I worked for over 5 years on analyst roles in corporate setting. I was a Market Research Analyst for a local venture capital firm, Future Now Ventures. I also had a brief experience as a Business Analyst for RingCentral and lastly I was an M&A Analyst for EMIS where I tracked and covered all deals in India. As a hobby, I trade in our local stock market and forex market. Looking forward to working with awesome clients! :)
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    Presentations
    Mergers & Acquisitions
    Forex Trading
    Venture Capital Consulting
    Market Research
    Microsoft Excel
    Financial Analysis
    Data Analysis
  • $90 hourly
    I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.
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    Researcher
    Business Writing
    MS Excel
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Accounting
    Accounting
    Financial Modelling
    Finance & Accounting
    Financial Writing
  • $85 hourly
    Kristen is an Upwork "Expert-Vetted" Freelance Researcher + Analyst and Founder of KKL Research. This Expert-Vetted designation is for the top 1% of talent on Upwork. Kristen has been ranked as #1 Researcher on Elance/Upwork for over 15 years and is a member of several Private Talent Clouds that serve Fortune 500 companies on Upwork. Kristen has worked with a variety of notable clients including: - Johnson & Johnson - Microsoft - IKEA - Harvard University - Anthem (Blue Cross Blue Shield) - Medtronic - Korn Ferry - United States Navy - The University of Texas - Bloomin' Brands - Janssen Pharmaceuticals - Duke University - XPRIZE - The John Templeton Foundation - Hofstra University - Texas A&M University - The University of North Carolina - Multiple New York Times Best Selling Authors Services include: MARKET RESEARCH: Primary and secondary sources are used to investigate markets, large and small. Discover opportunities, clarify issues and create proper next steps for your organization through our market research services. ACADEMIC RESEARCH: We believe the highest quality information comes from peer-reviewed academic sources. We dig into the depths of scientific research to find the best possible information for your needs. COMPETITIVE REVIEWS: Smart organizations know who their competitors are - we help clients understand competitor products, services, value propositions and business models through our 3-stage competitive review process. BEST PRACTICES + BENCHMARK RESEARCH: We perform rigorous research to find the procedures and processes that have proven be to superior to all others in any industry or offering. GENERAL RESEARCH: You've got questions. We've got answers. WRITING SERVICES: As an add-on to our research offerings, we offer writing services such as whitepapers, formal reports, literature reviews and editing services. Publications include The New York Times, The Washington Post, The Los Angeles Times, The Journal of Black Psychology, The Journal of Computer Science & Technology, and The Journal Media Literacy Education. Additional KKL Research services include, but are not limited to: Scholarly / Literature Reviews Intensive Engine / Organic Search Coding Education, Psychology and Medical Research Economics, Finance and Political Research Undergraduate and Graduate Program Search News / Current Events Research Dissertation and Thesis Editing APA, MLA, Chicago, Turabian, Harvard and Vancouver Formatting Bibliographies Grant Search Patent, Trademark and Copyright Search Procurement Research Consulting Services
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    Legal Research
    Research & Strategy
    Topic Research
    Academic Writing
    Scientific Research
    Research Summary
    Grant Research & Prospect List
    Research & Development
    Market Research
    Qualitative Research
    Report Writing
  • $50 hourly
    My research and data analysis reports have helped academic and corporate clients achieve their goals and attain success in their endeavors. I have 🏆Top Rated Plus Status - awarded to the Top 3% of freelancers on Upwork due to my focus on problem-solving, quality work, and client satisfaction. I have 16 years of experience, worked on 125+ Upwork projects, and logged 2100+ hours on Upwork. I possess expertise in ◾Academic Research◾ Business and Market Research ◾ Data Collection and Analysis ◾ Data Visualizations ◾ Research Report Writing ◾ Customer and Employee Survey Development◾ Business Research Presentations. I am also the founder of PrescienceMetrics Consulting which provides research, data analytics, and finance solutions to business clients (Link provided in "Associated With" section). I have assisted over 30 Ph.D. Scholars in Research Proposals, Literature Reviews, Data Analysis, and thesis Writing. I have supported several Corporate Clients (Top IT Firms like Microsoft, Investment funds, Hedge Funds, and Real Estate firms) in Market Research, Business Report Writing & Data Analysis WORKING WITH ME, YOU WILL ◾ Get Solutions for Your Complex Research, Data Analytics, or Report Writing Problems ◾ Recieve Quality Work along with ✔ On-Time Work Delivery ✔ Desired Results, and Actionable Recommendations ✔ Unlimited Modifications and Revisions ✔ Clear Explanations ✔ Continuous Communication ABOUT ME ◾ Master of Business Administration & Bachelor of Science(Computer Science) ◾ 16 Years of Work Experience ◾ Top Rated Plus Status - Among Top 3% of Freelancers on Upwork ◾ 91% Job Sucess Score on Upwork ◾ Expert-Level English Writing & Speaking Skills SERVICES RESEARCH ◾ Exhaustive Online Research on Any Topic ◾ Systematic Literature Reviews ◾ Theoretical and Conceptual Frameworks ◾ Research Methodology - ✔ Quantitative ✔ Qualitative, and ✔ Mixed ◾ Sampling and Survey Instrument Development (Questionnaires) ◾ Complete Support for the Whole Research Process from the Research Question Stage till the Final Report Stage WRITING ◾ Market Research Reports ◾ Systematic Literature Reviews ◾ MS Excel Reports ◾ Editing & Proofreading DATA ANALYSIS ◾ Descriptive Analysis, Tests, Correlation, Regression, Model Development, Thematic Analysis, Meta-Analysis ◾ Survey Data, World Bank Data, Government Data, Market Data, Real Estate Data, & Industry Reports ◾ Experienced in ✔ MS Excel, ✔ IBM SPSS and ✔ STATA DATA VISUALIZATION ◾ Attractive & Effective Visualization ✔ MS Excel, ✔ Google Sheets, and ✔ Tableau PRESENTATIONS ◾ Impactful Presentation for Corporate clients ✔ MS Powerpoint ✔ Google Slides DOMAIN KNOWLEDGE & EXPERIENCE (Not limited to) ✔Business Management & Strategy ✔ Finance ✔ Computer Science and IT ✔ Economics ✔ Social Sciences ✔ Political Science & Geopolitics ✔ Religion ✔ Real Estate ✔ Stocks, Bonds, & other Investment Modes ✔ Education CLIENT TESTIMONIALS Here is a sample of reviews provided by my clients. These can be checked in my work history along with several other reviews. ⭐⭐⭐⭐⭐ "Prashant is number 1 guy when you need any research done. Prashant writing and research skills are just amazing. A genuine hardworking guy who goes above and beyond for your work. Hard to find a freelancer like Prashant! A gem on upwork!" ⭐⭐⭐⭐⭐ One of the best upwork freelancers I have had the pleasure to work with. Looking forward to working together again soon. Performed well under very tight deadline." ⭐⭐⭐⭐⭐ "Prashant is incredible! Very talented, efficient, and dedicated to his clients. I would highly recommend him to anyone." ⭐⭐⭐⭐⭐ "Prashant Kumar is the best freelancer I have ever hired. He is a capable researcher, great listener, and gets tasks accomplished accurately and timely. Mr. Kumar has earned his opportunity to work with my organization in a greater capacity due to his work on Upwork and I would highly encourage you to reach out to him for your academic researcher needs. Multiple contracts completed all at 5 stars from 1/1/2020 - 4/4/2020. - Marcus A. Green, Ph.D. (North Carolina State University)" ⭐⭐⭐⭐⭐ Quality of work exceeds expectations!!!" ⭐⭐⭐⭐⭐ "I have worked now for the third time with Prashant and I can just say that I am overly satisfied. He delivers high-quality work, works very accurate and improves the work immediately if one has suggestions for improvement. I would definitely work again with Prashant!!" ⭐⭐⭐⭐⭐ "Prashant is a professional data analyst and writer. He is also patient, very quick responsive and followed the instructions. He completed the job professionally and successfully. I will hire him in the future and I highly recommend him." ⭐⭐⭐⭐⭐ "Quality of work is top notch!" ⭐⭐⭐⭐⭐ "I am thoroughly impressed by Prashant's work!! He is very timely, hard working, committed, and communicates very well. I would recommend him 100 times!!" ⭐⭐⭐⭐⭐ "Very good work and communication! Fast response and Prashant went an extra mile for me. 5 stars."
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Market Analysis
    Academic Research
    Business Strategy
    Business Intelligence
    Business Research
    Business Consulting
    Quantitative Analysis
    Literature Review
    Statistics
    Market Research
    Online Research
    Microsoft Excel
    Data Visualization
    Data Analysis
    Qualitative Research
  • $10 hourly
    I have four years experience as a Research Analyst in a value based hedge fund (An American activist fund). I am well versed with all kind of SEC filings. I am a python programmer. Recently I developed a website using django. I do have extensive knowledge in VBA. Apart from the above technical background, I use some of my language skill on translation too. I'm a freelance Eng.-Tamil translator for the last 5 years.
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    Subtitling
    Voice-Over
    SDL Trados
    Financial Analysis
    Tamil
    Selenium WebDriver
    Python
    SEC Reporting
    English to Tamil Translation
    Web Scraper
    Internet Research
    Data Scraping
    Excel VBA
    Security Analysis
  • $30 hourly
    Business & Financial Analyst I bring in over 10 Years of experience from the world of Financial Services. Having worked with JP Morgan Chase for 3 years post which I've worked as a freelance financial analyst , I've had the privilege of working with both fortune 500 companies, small and medium-sized business and startups. The length and breadth of my experience in provide top notch financial services to these firms will help me deliver outstanding results for any project that I'm hired for. My core expertise lies in Business Plans & Pitch Decks Financial Modelling, Valuation, M&A Due Diligence, Pro Forma Modeling FP&A (Financial Planning & Analysis, Pricing Analysis , Stress Testing Business Models) Private Equity Portfolio Management, Monitoring & Reporting Debt Financing, Equity Financing, Mezzanine Financing & Asset Back Securities LBO (Leverage Buy Out Modelling)
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    Business Operations
    Supply Chain Management
    Human Resource Management
    Business Consulting
    Financial Writing
    Private Equity
    Market Research
    Financial Modeling
    Business Plan
  • $80 hourly
    I am an experienced and well-versed financial and business copywriter and consultant for many industries. I have worked with C-Suite executives and business owners involved with Capital Markets and Investments, Investor Relations, Real Estate, Private Equity, Precious Metals, Crypto, and more. I also intend to pursue my CFA certification eventually. I began freelancing on Upwork in August 2020 while completing my Finance Master's program at Harvard University. After graduating with Dean's List honors and a 3.87 GPA and acquiring two additional certificates in Real Estate Investment and Corporate Finance, I started taking my career to the next level. Since graduating, I have provided various expert copywriting and communications services. I always put my client's needs first and uniquely blend my creativity with my knowledge of business and economics. I am happy to provide any examples of my work should you request. I am fully confident you will be pleased with the services I can provide. Looking forward to connecting!
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    Investment Strategy
    SEO Writing
    Real Estate Investment Assistance
    Investment Research
    Landing Page
    Copywriting
    Business Writing
    Content Writing
    Article Writing
    Financial Writing
    Content Marketing Strategy
    Real Estate
    Editing & Proofreading
  • $10 hourly
    I am a top-rated freelancer with a good track record of researching & building detailed email lead lists and Cryptocurrency enthusiasts. I have developed numerous lead generation methods & social media strategies for a diverse client base through which I have been able to increase customer engagement and also gain significant exposure to handling challenging responsibilities. My objective is to provide the best comfort and satisfaction service to my client and make a long-term relationship. My long-term career goal is to continue to learn and grow my specialist skills and abilities, whilst utilizing my experience, knowledge, and skills to benefit any employer I am working. Software / Social Media Exposure : • Infusionsoft • Trello • Divi Theme • Elementor • LinkedIn • Facebook • Twitter • Asana / Pivotal Tracker • Dropbox • Google Drive • Constant Contact • Final Cut Pro • Howitzer : Reddit Marketing Automation Tool. Core Competencies: • Excellent Oral and Written Communication. • Entrepreneurial Self-Starter. • Hard-Working and Dedicated Professional freelancer. • Expert in designing marketing strategies. • Highly Analytical Decision Maker with Exceptional Organisational Abilities • Self-Motivated, Creative and Problem-solving skills. • Enthusiastic and quick learner. My area of Expertise : • Email & Marketing Automation. • Market & Customer Research. • Technical Researcher on the latest development in the IT industry. • IoT (Internet of Things) • Web Research. • WordPress. • Cryptocurrency. • LinkedIn Marketing and Research. • Lead Generation. • Contact Research (B2B / B2C). • Infusionsoft Admin. • Facebook Marketing. • Salesforce. • Data Mining & Management. • List Building. • Basic Bookkeeping. • Data Verification. • Personal / Virtual Assistant. • Food blogging. • Data Extraction. • Social Media Marketing. • Youtube Editor. • Cinematographer • Metaverse.
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    Online Research
    Company Research
    Administrative Support
    Lead Generation
    Email Marketing
    Mailchimp
    Cryptocurrency
    YouTube Marketing
    Data Scraping
    Data Mining
    Email Communication
  • $60 hourly
    Logo Designing, Business Plans & Pitch decks, Resume writing, Cover Letter writing, Linkedin Optimization, LinkedIn Profile Writer, Logo Designer, Logo, Logo design, Resume Writer, CV writer, Resume design, Linkedin Profile Creation, Linkedin Profile Summary & Headline, Business Names & Slogans, Professional Biography, Speech Writing, Research & Summaries, Business Logo Designs, Proofreading & Editing, Financial Modeling & Financial Writing, Grant Writing, Proofreader, Case Analysis & Article writing, Financial Plans & Analysis, Academic Tutor & Mentor, Business Writing, Technical Writing, Creative Writing, Content Writing, Ghost Writing,Article Writer, Best Cover Letter Writing Services on Upwork, Resume Writing, CV Writing and LinkedIn Optimization Service from Top-rated Upwork Freelancer. ⭐ ⭐ ⭐ Resume Service I will fine-tune your resume objective, craft your work history section, and show off your education and skills. I avoid anything on your resume that could potentially clog the (ATS) system. ✔️ (ATS) compliant ✔️ Tailor it to your industry and the job you are applying for ✔️ Quantify your accomplishments I'm a certified Professional Resume and CV Writer, Cover Letter Writer, Recruitment Consultant, and Career Consultant. I'm excited to help you kickstart your career! This is an HR & ATS-based service, including: ☑ Full upgrade of your resume/cv with achievement-based jobs content, grammar, flow, syntax and keyword optimization for ATS. ☑ Powerful professional bio-intro to immediately grab attention. ☑ Dynamic cover letter tailored to you and easily editable for any job. Related Keywords: resume writing, cv, resume design, Linkedin, cover letter, resume writer, cv writer, resumes & cover letters, ATS, resume writing editing, cv resume, cv design, resume writing, cv writing, resume, cover letter writer, cover letter writing, Linkedin Profile Writer ⭐ ⭐ ⭐ Cover Letter Writing I will draft a personalized, tailor-made & editable cover letter. ✔️ (ATS) compliant ✔️ Tailor it to your industry and the job you are applying for This is an HR & ATS-based service, including: ☑ Dynamic cover letter tailored to you and easily editable for any job. ☑ Powerful professional bio-intro to immediately grab attention. ☑ curated content that tells the story of why you’re the best candidate. ⭐ ⭐ ⭐ LinkedIn service I will create an eye-catching, powerfully branded LinkedIn profile that will get you noticed. ✔️ 100% SEO Optimized Linkedin Content to rebrand you and increase the visibility of your profile This is an SEO-based optimization service includes: ☑ Full upgrade of your LinkedIn with achievement-based jobs content, grammar, flow, syntax, and keyword optimization for increased visibility. ☑ Powerful professional bio-intro to immediately grab attention. ☑ Dynamic content tailored to you and easily editable. ⭐ ⭐ ⭐ Business Plan Service: Top Rated Plus Freelancer creates business plans to help you achieve strategic business goals. Over the last 10 years, my business plans have helped our 500+ clients attract financing and funding. ✔️ Industries I have helped: • Education • Consulting • Tech • Non Profit • Healthcare • Real estate • Manufacturing • E-commerce and many more Don't hesitate to contact me to review my sample deliverables. I am a Top Rated Business Plan Writer who consistently maintains a job satisfaction score above 90%. I have done MBA and CFA Level II, and currently, I am working as a Senior Business and Financial Analyst in a Financial and investment advisory firm. I have done many Business Plans, Pitch Decks, Corporate Presentations, Grant Proposals, Industry Analyses & Market Research reports. I can do your work with 100% accuracy, and the quality of work will be exceptional. ⭐ ⭐ ⭐ Pitch Deck Service: Over the last 10 years, our presentations have helped our 500+ clients to attract financing and funding. ✔️ Pitch deck Possible Outline 1: 1) Investment Summary 2) Investment Opportunity 3) Business Services 4) Swot Analysis 5) Competitors 6) Competitive Edge 7) The Market 8) Marketing Strategy 9) Financing 10) Expense Breakdown 11) Financial Highlights ✔️ Pitch deck Possible outline 2: 1) Investment Opportunity 2) The Problem 3) Company Introduction 4) Market Overview 5) Market Trends 6) Business Model 7) Swot Analysis 8) The Market 9) Execution Strategies 10) Financial Highlights ⭐ ⭐ ⭐ Financial Model Service: ✔️ Starter Package: Assumptions Sheet Calculations Sheet Financial Statements - 12 Months ✔️ Standard Package: Assumptions Sheet Calculations Sheet Financial Statements - 36 Months Financial Statements Annual 3 Years Ratio Analysis ✔️ Advanced Package: Dashboard for Graphs Assumptions Sheet Calculations Sheet Financial Statements - 60 Months Financial Statements Annual 5 Years Ratio Analysis Ratio Analysis Breakeven and Financing for startups
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    Essay Writing
    Academic Writing
    Pitch Deck
    Business Analysis
    Cover Letter Writing
    Presentation Design
    LinkedIn Profile Optimization
    LinkedIn Profile Creation
    Resume Design
    Cover Letter
    Logo Design
    CV
    Resume
    Resume Writing
    Business Plan
  • $40 hourly
    Client feedback on my first Upwork consulting assignment: ⭐⭐⭐⭐⭐ "Hemant is a true professional. Hemant delivers on time and goes above and beyond. We now have a strong business plan, financial model, and a well-thought pricing strategy. The quality of the work is exceptional. He doesn't just do the job but he really cares about your business. His experience makes everything so easy. He can respond to any question. He is extremely quick and very intelligent. If you work with Hemant you are going to the next level." 🏆Profile Brief🏆 ✅ Qualified Chartered Accountant (~US CPA) and certifications in financial modeling and research ✅ 15+ years of financial and investment research experience working with global banking clients - Bank of America, Credit Suisse, Deutsche Bank, Truist, etc. ✅ In-depth equity research and valuation experience across industries and regions. Successfully executed and led investment research projects for public and private companies, managed research teams and Business Unit P&L. ✅ Switched to freelancing to expand my horizon beyond banks/institutional investors and leverage my experience to add value to a large spectrum of startups, niche firms and founders requiring financial modeling, research and financial planning & analysis (FP&A) specialization.
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    Personal Budgeting
    Budget Management
    Marketing Analytics
    Financial Forecast
    Research Reports
    Financial Writing
    Microsoft Excel
    Budget Plan
    Financial Services
    Financial Planning
    Investment Research
    Valuation
    Financial Modeling
    Financial Analysis
  • $70 hourly
    Hi! This is Abdur - a seasoned professional with over 4 years of experience in the field of equity research, investment banking, market research, and financial analysis. As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Business Report
    Financial Planning
    Industry Research
    Microsoft Excel
    Financial Reporting
    Investment Research
    Financial Analysis
    Pitch Deck
    Business Plan
    Bloomberg Terminal
    Financial Projection
    Company Research
    Report Writing
    Microsoft Power BI
  • $30 hourly
    || Top-Rated Plus Freelancer || Good at collecting and analyzing information || During the past 12 months: Billed more than USD 10,000 in total for several hedge fund clients based in the US and Asia; Billed more than USD 10,000 in total for a US-based research company; Billed more than USD 10,000 in total on due diligence-related research projects for other clients; Offering red-flag news monitoring (Weekly update + Instant update on breaking news) for Chinese companies listed in mainland China, Hong Kong or the US. I was born in China and grew up Hong Kong. I graduated from HKUST, the best university in Hong Kong and one of the best universities in Asia. I also spent one year abroad in Australia. I've been taking projects through Upwork since 2017 and have earned more than USD 50,000 here. I am a native Mandarin and Cantonese speaker. I speak fluent English and all my work products are in English. My corporate investigator career started five years ago. I have since worked on more than 100 commercial due diligence investigations and business intelligence projects (including Human intelligence or HUMINT), covering greater China and Southeast Asia. I have completed numerous projects in these jurisdictions: China, Hong Kong, Taiwan, Singapore, Thailand and Vietnam. I have developed a diversified clientele, which includes a hedge fund and a short-selling research firm. I was the primary researcher (for both desktop research and HUMMIT) of four short-selling research reports that resulted in the significant drop (more than 50%) in stock price of the target companies in 2020. One of the target companies, a Chinese financial services provider, was delisted by the NASDAQ Stock Exchange. Most of my work requires Chinese- and English-language research, it can be further divided into these categories: 1) short-selling research; 2) targeted industry research and analysis; and 3) profiling, red-flag screening, and full reputational due diligence on corporates and high-net-worth individuals. In addition, I use my network in Hong Kong and China to access information and conduct discreet site visits to help corporate clients mitigate risks prior to mergers and acquisitions. I have also completed more than a dozen of market research projects on e-commerce, real estate, renewable energy, eldercare, electric vehicle and the theme park industry.
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    Mandarin Dialect
    Cantonese
    Company Research
    Simplified Chinese
    Chinese
    Market Research
    Market Analysis
  • $250 hourly
    - Specializes in building rigorous quantitative models for market traders and fund managers so that they can validate their investment theses and raise capital - Past experience as a top analyst at Boston Consulting Group and Director of Quantitative Research at a $1.4B RIA - Designed an MLP portfolio that exceeded the benchmark Alerian index by ~3500 bps in actual live track record performance - Built out the pro formas and financial projections for a $20M VC fund in the midst of the coronavirus crisis - Uses a combination of MS Excel and MATLAB turn high-quality work quickly so that you get the most out of every billable hour and get started making money ASAP
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    Model Optimization
    Cryptocurrency
    Stock Option Agreement
    Mathematical Modeling
    Mathematical Optimization
    Quantitative Analysis
    Quantitative Finance
    Investment Strategy
    Microsoft Excel
    Financial Risk
    Financial Modeling
    Portfolio Management
    Portfolio Performance Modeling
    Bloomberg Terminal
    MATLAB
  • $80 hourly
    M&A professional and LSE Graduate, experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modelling, closing items, pitch books), or business plan creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising.
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    Mergers & Acquisitions
    Business Consulting
    Modeling
    Investment Research
    Acquisitions
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • $50 hourly
    My name is Garvit Bhandari and I am a MBA (Finance) graduate from Virginia Tech (USA) with more than 12 years of experience in equity research, financial modeling, valuation, business plan writing etc. I am currently based in India and working as a freelancer. I have covered a lot of US/Indian companies including large caps and am well versed with financial modeling, industry and company research. I have been involved in equity research including writing initiation reports, quarterly earnings commentary etc. I have prior experience working for US clients and I assure you of high quality work from my side.
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    Equity Valuation
    Equity Research & Analysis
    Industry Research
    Investment Research
    Financial Analysis
    Financial Modeling
  • $50 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 715+ Jobs completed, $800K+ earnings, 35,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
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    Managerial Finance
    Investment Banking
    Real Estate Investment Assistance
    Private Equity
    Business Modeling
    Business Valuation
    Business Proposal Writing
    Microsoft Excel
    Strategic Plan
    Financial Modeling
    Corporate Finance
    Financial Management
    Business Plan
    Business Analysis
    Financial Analysis
  • $23 hourly
    I am a financial analyst, write on websites like businessdayonline insidermonkey marketrealist I am good at Wordpress and SEO. I was occupied with BusinessDay Media Ltd, Nigeria, in the capacity of a Senior Research Analyst. I am also proficient in financial databases like ThomsonOne, CapitalIQ, Factiva, and have also worked on Bloomberg and Datastream. I have worked on financial reports, blogs, forex, bitcoin and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, health, science and entertainment can write on any niche. I am good at reading filings of hedge funds and companies.
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    Economic Analysis
    Blog Writing
    Article Writing
    Research Papers
    Financial Forecasting
    Financial Writing
    Project Management
    Financial Analysis
    Financial Modeling
  • $190 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Investment Research
    Accounting principles
    Financial Modelling
    Microsoft Excel
    Excel
    Derivatives Trading
    Stock Option Agreement
    Financial Analysis
    Financial Modeling
  • $20 hourly
    A seasoned Investment Research and Analytics professional with extensive experience in Equity Research, Financial Modeling, Data Analytics, and Content Writing •End-to-end Equity Initiation Reports (modeling+report writing) and Quarterly updates •Data analytics using Excel, Python, R, and data visualization tools •Content writing - curated and original articles on news items, forex, commodities •Multi-industry exposure – IT, Retail, Resources, and Pharmaceuticals •Proficient in Bloomberg and Capital IQ databases •Masters in Business Administration (MBA-Finance) and CFA Level 1 Passed
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    Financial Modeling
    Report Writing
    Investment Research
    Marketing Data Analytics
    Microsoft Excel
  • $35 hourly
    Searching for a professional trader who can write quality content, analyze charts, provide buy and sell recommendations, then look no further. I am a full-time trader with a decade long experience in trading equities, commodity, Forex, and futures and options. My contributions have been published on oilprice.com, exchangerates.org.uk, hacked.com, and cointelegraph.com. My other passions are powerlifting, health, fitness, yoga and spirituality.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Forex Trading
    Security Analysis
    Financial Writing
    Technical Analysis
  • $50 hourly
    Greetings, Welcome to my profile! I am Nisarg Kotecha from INDIA. I am a Professor catering to MBA (Finance) students in renowned universities. My core niche lies in Financial Derivatives, especially Exchange Traded Derivatives. I love to design the logic, hard code it, optimize it, back-test it, paper trade it, and deploy it live with real money. I am running a proprietary, fully automated algo trading desk since 2016. I also provide the following services for a wide range of asset class, including Stocks, Futures, Options, Commodities, Interest Rates, Cryptos, Forex, etc.: - Researching based on trade instrument - Optimizing Systems - Fully Automated / Semi-Automated Algo Trading System - Testing and Paper Trading on a simulated account - Performing Back-testing and Statistical Analytics reports - Hard Coding strategies on a wide range of platforms including Ninja Trader (NT7/NT8), Amibroker, MetaTrader (MT4/MT5), Trading View (Pine Script), and using native programming languages such as Java, C++, C#, Python, etc - Trading Bots - Connection with Broker's API - Remote Trading Assistance - Managed Account Service - Tailored requirement as per client's need Hoping to create synergies together..! Cheers, Nisarg K.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Research Papers
    Python Script
    API Development
    Quantitative Finance
    Technical Analysis
    AmiBroker Formula Language
    Investment Strategy
    Financial Trading
    Portfolio Management
    Quantitative Analysis
    Trading Automation
    Trading Strategy
    Algorithm Development
    Forex Trading
  • $20 hourly
    Bilingual, highly-efficient, self-motivated economist with a Bachelor’s Degree in Economic Studies from prestigious Universidad de Costa Rica and over 4 years of hands-on experience as a market and financial analyst for US and European companies. I’m well-equipped to conduct economic and financial research, backed up by extensive experience in doing: - Corporate and government bond valuation - Securitized products valuation, specifically CDO/CLO securities - National, local, and international industry research - Macro economics research and assessment of current and future trends Stock market research is another big area of expertise, currently working on: - Annual and qualerly report analysis - Financial statements and valuation analysis - Fundamental and technical analysis - Risk-reward analysis from a macro perspective In the pension industry, I worked as a pension administrator for US companies, where my main tasks were: - Contribution calculation and analysis - Non-discrimination Compliance - Bank Statements reconciliation - Financial statements presented to the RSI - Distribution analysis I'm also very passionate about the cryptocurrency market, I can help provide guide and research to clients about their cryptocurrency investments.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Econometrics
    Industry Research
    Data Entry
    Data Extraction
    Economic Analysis
    Google Search
    Equity Research & Analysis
    Financial Analysis
    Cryptocurrency
    Microsoft Excel
    Market Analysis
    Online Research
    Data Analysis
  • $40 hourly
    I have assisted clients with raising millions in funding through my business plans, financial models, and pitch decks. This is what sets me apart from other freelancers in the business planning category: ✅ Unlimited revisions without any additional charges ✅ Multiple design templates to choose from ✅ Free consultation regarding fundraising ✅ Mulitple versions (for banks and VCs without any additional charges) ✅ Meetings with investors if required. ✅ Prepared more than 1,400 successful business plans, pitch decks, and financial models.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Business Writing
    Business Plan
    Business Analysis
    Business
    Financial Presentation
    Financial Modeling
    Business Valuation
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $45 hourly
    I'm a serial entrepreneur, former investment banker, and former CFO. I've built hundreds of Financial Models, Pitch Decks, and Business Plans across all verticals and stages, raised money successfully for my own ventures, and advised many, many startups on how to think about their finance and investor strategy with great feedback like this "Monica crushed it. Deliverable was excellent" "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." I'd love to help you too if I possibly can!
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $80 hourly
     Certified Business Valuation Analyst (ABV credential in Business Valuation) from American Institute of Certified Public Accountants, USA (AICPA No.- 255907545)  MBA & Ph.D-Finance from Indian Institute of Foreign Trade, New Delhi (Top 10 B-School).  15+ Years of experience with Business Valuation, Startup Consulting & Real Estate  Ex- Venture Capitalist & Investment Banker  GRI, Netherland- Certified Sustainability Professionals Dr. Gaurav Barick has started his career as an Investment Banker and just after 7 years move to Venture Capital Industry. Currently, he is founder of Transaction Capital LLC is a Delaware, United States registered Company. ------------------------------------------------------------------------------------------------------------------------- My Skills are- Startups Consulting:-  Start-up Valuation/Early stage Company Valuation  Business Plan  Financial Projection/Financial Model  Cap-table  Virtual CFO  Industry Research/Market Research  Go to Market Strategy  Feasibility Study  Information Memorandum/Prospectus  E1, E2, EB5 & L1 Visa Business Plan  LBO/MBO Modelling Corporate Transaction Valuation:-  409A Valuation  Valuation of Intellectual property (Intangible Valuation)  Brand Valuation  Valuation of Convertibles, Option & Warrants  ESOP Valuation  Hybrid Valuation/Complex Valuation/Convertible Valuation  Valuation of Corporate Guarantee  Valuation of Trademark & Customer contract  Database & Non-Compete Agreement Valuation  Litigation Valuation/Divorce Valuation  BackSolve Valuation/Black Scholes/Binomial Valuation  Patent Valuation  Discounted Cash Flow (DCF) Valuation/Comparable Valuation  Distress Valuation  Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations  Currency Swap Valuation Research:-  Equity Research  Pre-IPO Research  ESG Reporting/ESG Research  GRI/SASB Reporting  Sustainability Research  Impact Assessment of CSR Activities Real Estate Advisory  Property Valuation  Land Valuation  Real Estate Valuation/REIT  Real Estate Private Equity Fund (GP/LP, Waterfall, IRR, DSCR)  Real Estate Underwriting  Multi Family/Single Family  Real Estate Appraiser Tax Compliance Valuation:-  Share-Based payments including for Tax Reporting purposes (IRC 409A, ASC 718, IFRS 2)  Specialized Tax and Financial Reporting Situations (IRC 338, IRC 331, ASC 852, IFRS 9, and IAS 39)  Valuation of Charitable Trust (IRC 170)  In-Process R&D Analysis (IRC 170)  Valuation of Non-Compete agreements (IRC 197)  Asset Allocation Analysis (IRC 1060)  Valuation for “C” to “S” Conversion (IRC 1374)  NOL Limitations (IRC 382)  Business & Legal Entity Valuations (IRC Section 338 and IRC Section 355)  Gift and Estate Tax Planning (Sec 20.2031-1(b) & 25.2512-1)  Valuation support for Section 83(b) elections) Financial Reporting Valuation:-  Fair value Measurement (ASC 825)  Impairment or disposal of long-lived assets (ASC 360)  Goodwill and Indefinite-Lived Intangible Impairments (ASC 350)  Purchase Price Allocation and Impairment Testing (ASC 805, IFRS 3, IAS 36)  Venture Capital and Private Equity Portfolio Valuation Support (ASC 820 and IFRS 13)  Options (ASC 718) and restricted securities  401(k) investments in closely held companies  Asset Retirement Obligation (ASC 410)  Derivatives instruments (ASC 815)  Section 382 NOL Ownership Change Studies  Non-Cash Charitable Contributions
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Investment Preparation
    Real Estate Financial Modeling
    Financial Model
    Sustainability
    Underwriting
    Financial Prospectus Writing
    Real Estate Appraisal
    Company Valuation
    Startup Consulting
    Financial Projection
    Business Plan
    Venture Capital Consulting
    Financial Analysis
    Business Valuation
  • $75 hourly
    If you are an entrepreneur trying to raise funds or an investor seeking investment opportunities, my Forbes-featured financing and investment shop can help. Quick facts: 🏆 $750M+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) with 92%+ Funding Rate 🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries 🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg... 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial and Valuation Models ✅ In-depth Market Research and Competitive Analysis ✅ Investor Sourcing (Pitchbook Data) ✅ Fundraising Campaign Management (including Equity Crowdfunding) The Benefits of My Services for Investors: 🎯3x Deal Flow, 🎯0.4X Due Diligence Costs, 🎯2x Faster TAT on Startup Assessment Reports My Solutions for Investors: ✅ Mergers and acquisition - M&A (including LBO) Advisory ✅ Venture Capital Due Diligence ✅ Financial Modeling & Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing I also provide fractional CFO services to startups and SMEs that need financial guidance. My CFO Solutions Include: ✅ Financial Analysis and Reporting (FA&R) ✅ Cash Flow Management ✅ Budgeting and Forecasting ✅ Strategic Planning and Risk Management ✅ Accounting and Bookkeeping 💎 I provide Wall Street-grade services trusted by hundreds of entrepreneurs and investors, all at a fraction of the cost. My clients leave me EXCLUSIVELY POSITIVE feedback: 🏆"Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." - FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs 🏆"Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" - Managing Partner at NYC-based VC firm, $210M AUM 🏆"Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts," Giorgi stands apart from the rest by a mile." - AI SaaS CEO, raised $35M Series B - CURRENT UNICORN 🏆"Giorgi did it great! Very strong technically and excellent in communication. Could not recommend him more" - VC Investor, $10B AUM 📝 NEXT STEP: Please message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________________________________ My story: My financial analysis and industry research expertise was honed at Galt&Taggart, the region's largest investment bank and a subsidiary of London-Stock-Exchange listed BOG. After becoming a senior research analyst, I published numerous market analysis reports and perfected my investment analysis skills across various asset classes (including Private Equity/PE). Working on multiple business plans and confidential information memorandums (CIM) also gave me a deep knowledge of creating compelling data room/investment package materials. My skills were further advanced during my tenure at San Francisco-based venture capital firm Mission One Capital, where I served as a senior financial analyst and gained valuable insights into the VC capital raising process. I also mastered pitch deck preparation and investor pitch coaching skills. Scanning numerous deals daily allowed me to internalize the principles of conducting successful investor sourcing and investor outreach activities. I reverse-engineered startup fundraising and investor research process and gained invaluable due diligence skills. Equipped with a 360 view from every seat at the boardroom table, I united fundraising and investing experts - creating a one-stop shop that has helped over 400 businesses and investors worldwide. Each team member specializes in critical aspects of successful consulting experience - business plan writing, financial modeling, PowerPoint presentation design, investment strategy & evaluation, tokenomics, competitive analysis, valuation modeling, exit strategy planning, and other services. Additional Stats: ✅ CFA (All three levels above 90th percentile, Charterholder) ✅ ACCA - F1, F2, F3, F4, F5, F6, F7, and F9 ✅ Management Accounting-CIMA 1-7 levels ✅ Among Top 27 Freelancers (out of 1.2Million+) Globally on Upwork in Fundraising and Investing (as well as in CFA, PE, VC, Pitch Decks...) Industry Expertise: ✅ FinTech / SaaS ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ E-Commerce ✅ Healthcare / BioTech ✅ Real Estate ✅ Consumer / CPG / Manufacturing ✅ EdTech Please, feel free to reach out with any questions.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Management Consulting
    Valuation
    Startup Consulting
    Company Valuation
    Financial Modeling
    Financial Projection
    Business Plan
    Venture Capital Consulting
    Financial Analysis
    Pitch Deck
    Pitchbook
    Fundraising
    Business Presentation
    Presentations
    Presentation Design
  • $30 hourly
    Detail-oriented real estate analyst, underwriter, and finance writer with an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective and high working standards. My real estate experience includes: - US multifamily real estate underwriting - US commercial (NNN/FSG/MG leases) real estate underwriting - US self storage real estate underwriting - Performing comps analysis, - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports I am familiar with analyzing rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums. My writing experience includes delivering articles for clients who have published them on - SeekingAlpha - Blogs - Newsletters - Fund websites - Crypto Platforms. My other past work experience includes: - Writing about ESG Investing & Impact Investing - Equity research and technical analysis - Putting together investor presentations - Investment/financial analysis work - Embedding keywords and other SEO elements like meta title, description, etc. My passion for investing, my experience in working with Excel, and my interest in the financial markets has led me to do backtesting projects and portfolio analysis work. I have also used Python for collecting stock data and doing portfolio analysis, including Markowitz efficient frontier curve and portfolio stock correlation analysis. I am passionate about Technical Analysis using trendlines, chart patterns, support and resistance study, moving averages, and other price action analysis tools. I can also work on Reuters terminal, Capital IQ.
    vsuc_fltilesrefresh_TrophyIcon Equity Research
    Microsoft Word
    Portfolio Performance Modeling
    Microsoft Excel
    Technical Analysis
    Financial Modeling
    Real Estate Financial Modeling
    Internet Marketing
    Data Entry
    VLOOKUP
    Investment Strategy
    Investment Research
    Writing
    Financial Analysis
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