11 Best Equity Researchers For Hire In California

Check out Equity Researchers in California with the skills you need for your next job.

Get started

$170 hourly
- 5.0/5
- (58 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Equity Research
Real Estate Investment Assistance
Cash Flow Analysis
Fundraising
Acquisitions
Capital Markets
Real Estate
Real Estate Financial Modeling
Microsoft Excel
Financial Analysis
Pro Forma Statement
Financial Modeling
$80 hourly
- 4.9/5
- (33 jobs)
I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers. I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this). As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years. I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams. I look forward to talking with you about how I can help your business.

Equity Research
Microsoft Excel
Blog Writing
Project Risk Management
Financial Writing
Ebook
Investment Research
Newsletter Writing
Private Equity
Investment Strategy
$75 hourly
- 4.6/5
- (71 jobs)
I’m a professional trader with 20+ years of trading experience. My credentials include multiple BA Degrees in Economics and International Relations, completion of an intensive trainings program with a highly reputable Wall Street firm, and three NASD (now FINRA) licenses including a Series 7, Series 63, and a Series 55 Equity Trader License. I have extensive knowledge in all facets of trading financial markets, and an in-depth understanding of Technical and Fundamental analysis of markets, including the forex market, stock market, futures, and cryptocurrencies. My work experience includes market-making, proprietary trading, private equity placement, and trading system development including programming, testing, and execution.

Equity Research
Financial Writing
TradeStation
Technical Analysis
Financial Analysis
Financial Modeling
MetaTrader 4
Forex Trading
$70 hourly
- 5.0/5
- (33 jobs)
I spent 2 years as an Investment Banking Analyst at Morgan Stanley so I have extensive experience with financial modeling and creating bespoke spreadsheets to analyze problems using Excel. While at Morgan Stanley I raised more than $50 billion for the 4 major Australian banks across the capital structure from senior unsecured debt to Additional Tier 1 Capital. Worked across the whole life cycle of more than 15 deals from creating the original pitchbooks to onboarding clients, reviewing Offering Memorandums, Private Placement Documents, etc. Since leaving banking I have worked with small businesses helping them streamline their operations using Excel. Financial analysis, modeling, capital markets, or anything accounting related I'm your man.

Equity Research
Corporate Finance
Capital Markets
Real Estate Financial Modeling
Forex Trading
Financial Modeling
Data Analysis
$150 hourly
- 5.0/5
- (61 jobs)
My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - 25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

Equity Research
Business Plan
Industry Research
Business Consulting
Investment Research
Marketing Strategy
Financial Analysis
SaaS
Pitch Deck
Market Analysis
Startup Consulting
Venture Capital
Business Valuation
Proposal Writing
Content Writing
Financial Writing
$40 hourly
- 0.0/5
- (1 job)
I leverage experience in freelance writing, SEO, marketing, financial consulting, and project management to help clients achieve their objectives. As a seasoned freelance writer for over a decade, a well-rounded skill set enables me to produce top-quality marketing materials, SEO-friendly content, long- and short-form creative articles, and meticulous industry analysis. I love presenting exhaustively researched, often complex, or technical content in an engaging, approachable manner without sacrificing analytical rigor. In recent years, I have provided SEO copywriting services for clients across a variety of sectors, including medical and dental sciences, footwear, fashion, beauty, culinary, specialty food, and non-profit industries. However, I also have extensive experience with creative, longform writing. My greatest area of focus here is sports, namely NBA basketball and European football, particularly Spain (and FC Barcelona), England, and the United States. My sports writing has been featured at prominent outlets including Defector, ESPN, Yahoo Sports, The Blizzard, Urban Pitch, Sports Illustrated, Sports Collectors Daily, Forum Blue & Gold, and La Barça Soc Supporter, the first-ever Substack publication dedicated to FC Barcelona’s wildly successful women’s team. My longform work on other subjects has also been featured at prominent outlets, from restaurant industry site EMERGING to casino gaming news site Bonus.com and finance, technology, and culture site Hacking Finance. Earlier in my career, I spent more than a decade providing financial, data analysis, equity research, and risk management (assessment, audit, and remediation) services at leading global institutions in the U.S., Europe, Asia, and Latin America, like Goldman Sachs, JP Morgan Chase, HSBC, Natixis, Itau Unibanco, and PayPal. Thanks to this experience, I excel (pun not intended… but also not changed) at generating in-depth, actionable, micro- and macro-level financial models, transaction analyses, company valuations, research reports, and presentations focused on industries including casino gaming, professional sports, real estate, hospitality, video games, and private equity. These materials, while technically robust, were made approachable to diverse audiences, including project teams, clients, investors, sales staff, and senior internal stakeholders. Additionally, in more than two years as a Virtual Economy Analyst with video game industry leader Take-Two Interactive Software, I worked with Game Development, Game Security, and Legal teams to design and implement monitoring and oversight functions for the in-game economy and virtual currency transactions for one of the biggest-ever video massive multiplayer online (MMO) video games, Grand Theft Auto Online. Whether crafting compelling narratives, conducting in-depth research and analysis, or creating inspiring marketing content, I am committed to delivering high-quality, tailored solutions. My work speaks to my dedication to thorough research and strategic thinking, ensuring top-tier results for every client.

Equity Research
Translation
Presentation Design
Financial Modeling
SEO Localization
SEO Writing
SEO Audit
Communications
Nonfiction
Statistical Analysis
Company Research
Website Copywriting
Sports Writing
Investment Research
Market Research
$20 hourly
- 5.0/5
- (6 jobs)
I'm an economics graduate from University of Lima with experience in financial analysis and investment planning. Through internships at esteemed firms like AC Capitales, Allié Family Office, and GRUPO EFE, I have put to work my analytical skills and contributed to various projects, including market analysis, financial modeling, and sales reporting enhancement for digital platforms. Proficient in Microsoft Excel, STATA, R, SPSS, @RISK, and Bloomberg, I am adept at navigating complex data sets and crafting data-driven insights to support sound financial decision-making.

Equity Research
Business Research
Bloomberg Terminal
Microsoft PowerPoint
Market Research
General Transcription
Financial Analysis
Spreadsheet Software
Bookkeeping
Data Entry
Microsoft Excel
$30 hourly
- 5.0/5
- (2 jobs)
I have a strong background in clear and effective written communication, investment research (public and private companies), business development (cold calling & cold emailing), and Excel analysis.

Equity Research
Teaching English
Investment Research
Social Media Copy
Research Interviews
Copy Editing
Cold Email
Organizer
Business Development
Cold Calling
Writing
Research & Strategy
Cold Call
Microsoft Excel
$185 hourly
- 0.0/5
- (0 jobs)
I'm Robert, a seasoned finance professional specializing in financial modeling (M&A, LBO, DCF), budgeting & forecasting (FP&A), and stock research. I've worked as a senior executive for both public companies and PE-backed companies (Multiple analysis, NAV analysis). I joined Upwork because I like to help people and explore new businesses and challenges (while getting paid!). My strengths lie in strategic financial planning and analysis, particularly for companies in the financial services, real estate (OpCos and REITs), technology, and energy sectors. I have a rich background in leading financial operations, including IPOs and mergers and acquisitions, where I excel at enhancing business growth and operational efficiency. My approach combines deep market insights with a strategic view to drive financial success in both public and private enterprises.

Equity Research
Equity Valuation
Corporate Finance
Budget Planning
Investment Banking
Budgeting & Forecasting Software
Valuation
Forecasting
Financial Modeling
$65 hourly
- 0.0/5
- (1 job)
UCLA Anderson MBA | Equity Analyst | CFA Level II Candidate | Former Navy fighter pilot I am a buy-side equity analyst and a significant part of my role is to construct and maintain financial models, customizable to any business scenario. In addition, I produce top-down or bottoms-up financial forecasts that incorporate a variety of macroeconomic factors and management-driven guidance. These models also consist of valuation models (DCF, comparable, etc.) that are useful in many economic decisions. More importantly, I regularly conduct due diligence (financial analysis, host discussions with management, financial reporting, etc.) to determine the feasibility of equity investments within the context of an investment portfolio. I have been described as a strong leader with excellent analytical and interpersonal skills and I always take initiative to ensure that the client takes priority. Please reach out if any of these skills are right for your job!

Equity Research
Financial Analysis
Microsoft Excel
Financial Report
Valuation
Financial Modeling
Financial Statement
Business Valuation
Equity Valuation
Due Diligence
$27 hourly
- 0.0/5
- (0 jobs)
I'm developing experience in Social Research for Market and Academic purposes. Whether you are looking to broaden your market reach across diverse communities or develop retention and recruiting efforts for your company, I have experience in the Public, Private, and Nonprofit sectors. Skills: Microsoft Suit, Google Suite, Boolean Strings, CITI certifications, SPSS, ArcGIS Pro, SEO, Recruitment, User research, Training and mentorship, Truello, SurveyMonkey, Zoom.

Equity Research
Market Research Interview
Research Interviews
Public Policy
Policy Analysis
Sociology
Cultural & Ethnic Studies
Social Impact Assessment
Higher Education
Diversity & Inclusion
Company Research
Market Research
Academic Research
General Transcription
Data Entry
Want to browse more freelancers?
Sign up