Hire the best Equity Researchers in the United States

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

Get started

$200 hourly
Jake L.
- 5.0/5
- (78 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
$68 hourly
Claire E.
- 5.0/5
- (31 jobs)
Carta Launch Setup & Management for startups. I have experience managing the entire Carta Launch process, from the initial setup to the extent of the transfer of founders' stocks to a Special Purpose Vehicle (SPV). My expertise includes managing stock options pool offers, executing funding-related transactions on Carta, and ensuring accurate and efficient management of equity ownership while maintaining compliance with regulatory requirements. I coordinate seamlessly with founders, legal teams, and other stakeholders to ensure a smooth transition of ownership. My skills include: - Proficient management of Carta Launch - Expertise in equity ownership management - Strong knowledge of regulatory compliance - Effective stakeholder coordination - Exceptional attention to detail If you are looking for a professional with in-depth knowledge of Carta Launch and experience in managing equity ownership for startup businesses, I am the ideal candidate to help your startup thrive. *This experience encompasses Portfolio / Statement of Investments onboarding and ongoing maintenance for funds as well. Cap Table Implementation: Oversee the meticulous implementation of complex cap table structures encompassing numerous classes of stock, stock options, and debt instruments for a substantial shareholder base. Ongoing Management: Take ownership of the quarterly cap table process, ensuring its accuracy, integrity, and compliance with regulatory requirements. LP & Shareholder Communication: Use in-app features to communicate with shareholders / stakeholders, providing clear and concise updates on cap table changes, stock-based compensation, distributions, and KPI metrics. Collaborative Partnering: Collaborate closely with internal teams, external legal advisors, and financial experts to manage the cap table seamlessly and provide valuable insights into stock-related matters. Process Enhancement: Continuously refine and improve cap table and KPI management workflows, ensuring the highest level of accuracy. Quarterly Financial Reporting: Oversee the connection of accounting softwares to the Carta platform or the configuration of Financial Statements onto Carta. Qualifications: Expertise in Implementing and managing stock plans / equity incentive plans / option plans utilizing Carta, encompassing the life cycle of the offer letter(s), board consents, option grants, to exercises. Proven Carta Expertise: 4 years of hands-on experience working with the Carta software platform, with a track record of successful cap table and KPI management. Managerial Level: Comfortable operating at a managerial level, able to take the lead in complex projects and drive effective collaboration among cross-functional teams. Analytical Acumen: Proficiency in Waterfall and Breakpoint report generation and analysis, enabling informed decision-making and strategic insights using in app features. Shareholder Communication: Strong communication skills with the ability to convey complex equity and financial information clearly and concisely to internal and external stakeholders.

Equity Research
Investment Preparation
Investment Portfolio Review
Fundraising
Fundraising Software
Limited Partnership
Shareholder Relationship
Private Equity
Stock Issuance
Equity Research & Analysis
Capital Networks Audience
Venture Capital Consulting
Venture Capital
Go-to-Market Strategy
Database Management System
$85 hourly
Teri G.
- 4.9/5
- (34 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
$125 hourly
BENJAMIN C.
- 5.0/5
- (37 jobs)
Finance professional with ~10 years of i) investment banking; ii) valuation consulting; iii) equity research; and iv) private equity experience, exceptional fundamental and technical knowledge and sound understanding of financial markets. Primary Services Include: -Independent Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Microsoft Excel/PowerPoint/Word Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida

Equity Research
Business Valuation
Mergers & Acquisitions
Private Equity
Investment Banking
Investment Research
Valuation
Investment Strategy
Microsoft Office
Microsoft Excel
$75 hourly
F. Richard M.
- 4.6/5
- (77 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
Andrew B.
- 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
$75 hourly
Donald A.
- 5.0/5
- (1 job)
Proven track record of making profitable Investment recommendations. Trained fundamental research analyst who utilizes technical analysis for but and sell points.

Equity Research
Portfolio Management
$80 hourly
James M.
- 5.0/5
- (56 jobs)
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.

Equity Research
Business Writing
Financial Writing
Financial Accounting
Investment Research
Finance & Accounting
Investment Strategy
$80 hourly
Robert S.
- 5.0/5
- (116 jobs)
One of the proudest moments in my career came when the marketing director of a supply chain tech client I was working with told me, "You just explained our solutions better than I could, and I helped build the damn thing." It’s humbling and affirming to hear something like that because it's what I pride myself on most. And affirms that I’m very good at what I do: taking the complicated stuff and making it make sense to the people who matter. My career hasn't exactly been a straight line. I've sold a boxing website with over a million monthly visitors, lived overseas, analyzed Manhattan real estate markets, and helped Asian companies communicate their companies and value propositions to US investors. Then, almost by accident, I fell into everything from strategic communications to producing SEO-optimized content for finance, real estate, tech, pharma, and logistics and supply chain clients. Through it all, I've discovered that clear communication drives results whether you pitch to VCs or truckers. Yes, I've got a Harvard Master's degree and professional certificates to sell myself on (Dean's List honors and a 3.87 GPA), but my real value comes from translating jargon into stories that stick. I have the track record and references to back it up. I'd love to help bring that same value to you. You won't regret it. Let's talk soon.

Equity Research
Investment Strategy
Real Estate Investment Assistance
Investment Research
Landing Page
Copywriting
Business Writing
Content Writing
Financial Writing
Editing & Proofreading
SEO Writing
Article Writing
Content Marketing Strategy
Real Estate
$200 hourly
Nils-Bertil W.
- 4.8/5
- (43 jobs)
Data science and investment professional with over ten years of experience. Capable of creating sophisticated machine learning, marketing, financial, valuation, and M&A models. Considerable experience with forecasting, management due diligence, and investor communications. Adept in Python, R, and SQL. CFA charter holder, TensorFlow Developer certificate holder, and a certified Financial Risk Manager. Received best stock picker award for industry coverage from Thomson/Reuters.

Equity Research
Chartered Financial Analyst
Quantitative Analysis
Statistics
Forecasting
RStudio
Financial Modeling
Investment Research
Content Writing
Investment Strategy
Microsoft Excel
Financial Analysis
Machine Learning Model
Machine Learning
Python
Data Science
$70 hourly
Arghya R.
- 5.0/5
- (5 jobs)
Experienced quantitative trader and data scientist. The scope of the work can and will be modified at the client's request. Professional Skills: Python R Excel/VBA C++ SQL MATLAB Big Data Machine Learning Time Series Manipulation Blockchain Engineering Project Management Business Writing

Equity Research
Big Data
Quantitative Analysis
Visual Basic for Applications
Investment Strategy
Statistics
Data Analysis
Data Visualization
Investment Research
SQL
Data Science
Machine Learning
Python
R
$65 hourly
Bond S.
- 5.0/5
- (1 job)
"3P"-focused ("People, Planet, Profit") business executive and start-up founder. I am an experienced investment banker, Chartered Financial Analyst, and sustainability entrepreneur. I have successfully worked with clients ranging from multi-billion-dollar market cap, publicly listed companies in numerous sectors, to early-stage start-ups. My portfolio of capabilities include: * Financial strategy, company valuation, financial modelling, financial planning, institutional equity research and sales, investment research, investment management, economic analysis, financial inclusion, financial education. * Corporate sustainability, sustainable finance, ESG, GRI, SASB, GHG Protocol, UN SDGs, sustainable human resources management, sustainable supply chains. * Business development, business building, entrepreneurship, start-ups, corporate sales, project management, multi-cultural cross-border team building and leadership, operations. I look forward to being of service to you and your company.

Equity Research
Corporate Social Responsibility
Environmental, Social & Corporate Governance
Sustainability
Chartered Financial Analyst
Company Valuation
Business Valuation
Financial Analysis
$40 hourly
Emily G.
- 5.0/5
- (2 jobs)
A seasoned professional with extensive experience in Diversity, Equity, and Inclusion (DEI), higher education, and talent development. Expert in cultivating inclusive environments and implementing educational programs that embrace diversity and promote equitable opportunities. Adept at designing and delivering targeted talent development initiatives that enhance individual and organizational capabilities. Skilled in facilitating workshops, leading strategic planning, and collaborating with cross-functional teams to drive cultural change and foster a climate where all individuals can thrive. With a strategic and empathetic approach, effectively bridging the gap between diverse groups and institutional objectives to achieve excellence in education and workforce development.

Equity Research
Blog Content
Diversity & Inclusion
Community Engagement
Ghostwriting
Proofreading
Writing
Policy Writing
Community Outreach
Community Development
Poetry
Essay Writing
$50 hourly
Matthew M.
- 5.0/5
- (27 jobs)
Hi! My name is Matt. I am an Assistant Professor at a Research One institution with teaching, research, and publishing experience. I have an eye for APA formatting and a knack for shepherding individuals in the dissertation process. As a peer reviewer for multiple academic journals (including editorial board membership for one journal) I have plenty of experience publishing, reviewing, and editing both qualitative and quantitative work. Do you need help proofing your dissertation or thesis? Would you like another set of eyes to review it for readability, flow, and APA formatting? Reach out and let me know! Ebook formatting *NEW OFFERING* want to publish your book through Amazon’s Kindle Direct Publishing? Want someone to format your documents for you? I do that! I will also do line edits. Let’s collaborate! I am new to UpWork and want to get some experience. I believe these prices are very appropriate. Some services and prices you can expect: -Construct reference section in APA 7 format for only $1 per reference -Provide peer-review level feedback for journal article $50 -Academic presentation slide proofing, formatting, or support $40/hour -Mentoring conversations about research process $40 for a one hour planning sessions with notes and recorded video Reach out and say hi!

Equity Research
Academic Proofreading
APA Formatting
Microsoft Word
Presentation Design
Middle School
Academic K-12
Qualitative Research
Kindle Direct Publishing
Curriculum Development
Ebook File Format
Google Docs
Ebook Formatting
Academic Editing
$200 hourly
Joshua B.
- 5.0/5
- (12 jobs)
I hold an MBA / MS Computer Science from UChicago and am a buyside tech investor with a growth product management and sellside M&A background. I like to use my writing skills, business acumen, and technical background to help MBA applicants gain admission to M7 + top International B-Schools (LBS, INSEAD, etc.). I have also worked on applications for graduate school programs in Quantitative Finance, Liberal Arts, and Computer Science. Creative writing has always been a passion of mine, and in 2009, I won a UK-wide essay competition sponsored by the Higher Education Academy. By getting to know my clients on a personal level, I am able to identify their hidden strengths to present a powerful story to the Admissions Committee. My clients have always gotten into one of their top choice programs. Some of the MBA programs my clients have gained admissions to include Wharton, Booth, LBS, Kellogg, CBS, Berkeley Haas, and Yale. Other programs my clients have gained admission to include: GaTech's MS Quantitative and Computational Finance, LSE's MS Accounting & Finance, and HEC's MS International Finance. Professional Background: I started my career in Dubai and Singapore in finance on the sellside, where I worked for an elite boutique investment bank that focused on M&A and capital raising in the Tech, Media, and Telecoms (TMT) industry. I then decided to go directly into tech as a Growth Product Manager at a startup in the Bay Area that provided SaaS solutions to telco clients. After B-School, I received offers from Bain & Co. Consulting as well as from my current role as a tech investor for a $30Bn fund. I also have helped cofound a startup that raised a $250k, and I've used this experience to assist entrepreneurs with financial modelling, pitch decks, fundraising, etc. Additionally, since I landed the offer at Bain & Co., I have done case interview prep with MBB candidates. On the research side, I can help you craft the perfect stock pitch in preparation for equity research interviews. I have 3+ years Investment Banking experience (TMT) and now work on the buyside. I was also a Co-Chair of Chicago Booth's Investment Management Club.

Equity Research
Equity Valuation
Writing
Equity Research & Analysis
Academic Editing
Due Diligence
Business Presentation
LinkedIn Development
Cover Letter Writing
Executive Summary
CollegeNET Admissions
Resume Writing
Creative Writing
$40 hourly
Christine W.
- 5.0/5
- (2 jobs)
I am a seasoned finance/accounting professional and equity analyst. I am a CPA and MBA with big four managerial experience and I graduated top of my class from UC Berkeley's MBA program. I passed 2 levels of the CFA exam. I was a finance manager at Oracle and I have 2 years of equity research experience with a regional iBank and 2 years of equity research experience as a Hedge Fund Equity Research Analyst. I specialized in Asian Equities and covered all sectors except Tech and I worked for a well known hedge fund with $13b USD under management and all my stock recommendations generated outsized returns. I also built an online company which generated more than $1M in sales. My specialty would include investment advice, equity research and valuation, private company valuation and startup advice. Microsoft Excel/Research Proficiencies: • Building an Income Statement • Building a Balance Sheet • Building a Cash Flow Statement • Creating a Common Size Income Statement • Creating a Common Size Balance Sheet • Creating a Common Size Statement of Cash Flows • Creating a Budget • Financial Statement Analysis: Including Liquidity Ratios, Efficiency Ratios, Leverage Ratios, Coverage Ratios, Profitability Ratios, Financial Distress Prediction. • Using Financial Analysis: For Trend Analysis, Comparing to Industry Averages, Company Goals, and Debt Covenants, Automating Ratio Analysis. • Financial Forecasting • Break-Even and Leverage Analysis • Time Value of Money Calculations • Common Stock Valuation: Using Discounted Cash Flow, Relative Valuation, Free Cash flow. • Weighted Average Cost of Capital Calculation • Capital Budgeting - Pivot Tables and Data Analysis - SWOT Analysis and Porter's Five Forces

Equity Research
Financial Writing
Entrepreneurship
Business Consulting
Financial Analysis & Valuation
Forecasting
Business Valuation
Company Research
Company Valuation
Financial Reporting
Financial Modeling
Investment Research
Startup Consulting
Equity Research & Analysis
Equity Valuation
$100 hourly
Rachel C.
- 5.0/5
- (1 job)
I'm a medical writer with a background in pharmacy and experience as a clinician, educator, researcher, freelance writer, and health equity advocate. I have experience with patient education/technical writing and needs assessment.

Equity Research
Pharmacology
Healthcare
Diversity & Inclusion
Writing
Public Health
Education
$125 hourly
Victor A.
- 5.0/5
- (2 jobs)
Finance professional with a decade long experience in investment analysis, equity research and corporate finance. Added $15 million in revenue and secured $5 million in financing through the course of my career. Frequently quoted and interviewed by various media outlets including the Wall Street Journal, Barron's, Yahoo Finance, CNN, Fox Business and Reuters regarding company strategy and industry trends. I can help with: - Financial modelling, valuation, pro-forma projections and financial statement analysis - Crafting pitchbooks, investment memos, slide decks, valuation and presentation documents - Market research, due diligence and industry analysis - Strategy formulation and execution agenda

Equity Research
Real Estate Financial Modeling
Financial Modeling
Pitch Deck
Corporate Finance
Investment Research
Due Diligence
Equity Valuation
Valuation
Data Analysis
Corporate Strategy
Finance
Equity Research & Analysis
Strategy
Finance & Accounting
$100 hourly
Ryan M.
- 5.0/5
- (14 jobs)
I’ve spent the last 8 years working for one of the largest banks on Wall Street, logging tens of thousands of hours crunching numbers, building financial models and forecasts, pouring over financial statements, crafting pitch decks and presenting them to C-Suite level execs. If you're in search of a fractional CFO or financial analyst, you'll be in expert hands. Let's work together so I can handle the boring stuff, and you can focus on the parts of your business you love most! ⚡️Here's how you'll benefit by choosing to work with me: 🏆 Elite Talent: Over the past decade, I’ve honed my skills on Wall Street at one of the world’s largest banks, earned a top-10 MBA, earned the Chartered Financial Analyst (CFA) designation, and spent thousands and thousands of hours mastering the labor-intensive work, so you won’t have to! 🏆 Exceptional Results: You can expect exceptional results, from an award-winning analyst, developed by my background and training at a Tier 1 investment bank 🥇 High-Quality Deliverables: With over 10 years of experience delivering hundreds of projects to C-suite level execs, I know what’s required to consistently deliver high-quality results that always exceed client expectations 🥇 Availability and Responsiveness: Highly accessible and provide rapid responses to address your questions immediately Services Offered / Areas of Expertise: ▪️Fractional CFO, Financial Markets Pro 📈 ▪️Financial Modeling, Excel/VBA/PowerBI 💻 ▪️Analytics, Dashboards, KPIs, Tableau 📊 ▪️Pitch decks, PowerPoint presentations 🧑‍💻 ▪️Startups/VC, Unicorns, Small business 🦄 ▪️Finance Tutoring for Undergrad/CFA 📚 Background: ▪️10+ yrs corporate finance experience 💼 ▪️8yrs on Wall St. at Tier 1 Bank 🏦 ▪️Chartered Financial Analyst (CFA) 🕵️‍♂️ ▪️MBA from NYU Stern 🎓 ▪️MS Finance from U of Michigan 🎓 Looking forward to hearing from you!

Equity Research
Dashboard
Market Research
Statistical Analysis
Microsoft PowerPoint
Presentation Design
Tableau
Equity Valuation
Chartered Financial Analyst
Financial Planning
Finance
Microsoft Excel
Financial Analysis
Corporate Finance
Financial Modeling
$110 hourly
Jack F.
- 5.0/5
- (4 jobs)
I'm a Consumer Insights & UX Research professional with 13 years of experience in the industry in a consulting capacity and leading in-house research teams in tech and healthcare. I'm an expert in quantitative and qualitative (and mixed-methodology) research initiatives and take pride my ability to uncover (and continually measure) the “why” behind consumer behaviors and actions, translate these findings to stakeholders, and give a voice to the customer in key business decisions.

Equity Research
Marketing Consulting
Research Methods
Consumer Profiling
Consumer Research
Customer Insight Analysis
Market Analysis
Brand Positioning
Marketing Strategy
Brand Research
UX Research
Research & Strategy
Market Survey
Market Research Interview
Market Research
$65 hourly
Brynn F.
- 4.9/5
- (38 jobs)
I'm a story-driven writer, editor, and curriculum designer who helps take content and make it an engaging journey your reader or end user wants to be on with you, all the way to the end. Whether it's academic writing or curriculum design for your online class, I use my expertise in communication, rhetorical strategy, and narrative design to help your message be clear, memorable, and actionable. I am an experienced UpWork writer and editor with a PhD in English - Rhetoric and Composition and experience in journalism, political communications, academic writing, teaching, and editing, and copywriting for the educational, medical, entrepreneurial (gig economy, coworking, startups), and non-profit sectors. Previous clients include the American Academy of Family Physicians, the Arts Council of Johnson County, ArchKATect (medical B2B copywriting), Aesthetics Accelerator and Everything Coworking (business development training and mentoring), Brighton Academy (private K-12 school), Prolepsis KC (arts-based nonprofit), and many others. I've edited for multiple academic journals and presses and have also worked with grassroots organizations on projects related to arts and mental health, healthcare and housing access, and citizen journalism. While my experience has made me detail-oriented and excellent at grammar, style, and technique, the over-arching focus of my work is the story. Successful writing compels the reader to care about the topic, give them a clear goal to want, and push them through their own reservations and toward the call to action. Every piece of successful writing uses the story of the company, the product, or the cause to draw the reader into a narrative that they care enough about to see it through to the end--whether that end is a click, a purchase, or a decision. Curriculum and teaching is no different. When you think back on your most positive learning experiences, you likely remember connection--conversation that felt personal, and stories that made you care. When I design and write curriculum--whether it's a college-level syllabus or scripts for an online mini-course--I'm taking your goals and outcomes and turning them into connection points. Curriculum should be a point of connection between you and your students--a story you make with them. My clients have commented repeatedly on my ability to tell a story, to tell it in a way that engages and flows, and to deliver it in a polished form in a timely fashion. This level of excellence is not only because of years of experience in deadline-driven environments. It's also because I take the time to understand and connect with the stories that fuel my clients, and then use that connection to draw out their unique stories through the best ideas, the best organization, the best communication, and the best technical execution. If you're looking for written work that highlights your story and demonstrates excellence from concept to sentence construction, I'd love to talk with you.

Equity Research
Instructional Design
Curriculum Design
Educational
Academic Editing
Newsletter Writing
Biography Writing
Technical Writing
Journalism Writing
Speech Writing
Ebook Writing
Topic Research
Essay Writing
Scientific Writing
$190 hourly
Lucas W.
- 5.0/5
- (80 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 - FINRA Series 7, 63, 86, 87 -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
$250 hourly
Michael K.
- 5.0/5
- (29 jobs)
I am the voice behind Mott Capital Management and a contributor on Seeking Alpha, CMC Markets, and Investing.com, As well as social media outlets like X.com (formerly Twitter) and YouTube. I am also the creator of the subscription services Reading The Markets on Seeking Alpha and The Market Chronicles on Substack. If you have enjoyed my work on individual stocks or my deeper market analysis in the past, then this is your chance to get me to work directly for you and dig deeper into topics you may need additional information on, whether in a one-on-one chat session or a written report. I specialize in everything from stock market mechanics around options positioning to Fed monetary policy. I use a unique Intermarket analysis approach to uncover the facts and details ordinary analysts miss becuase I do not work in a silo and instead focus on being a 5-tool analyst. Please feel free to contact me to learn more or schedule a brief interview to chat. -Mike

Equity Research
Technical Analysis
Investment Research
Market Analysis
Blog Writing
Newsletter Writing
Content Writing
Economics
Financial Writing
Financial Analysis
$40 hourly
Emile A.
- 0.0/5
- (0 jobs)
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
$50 hourly
Gregg K.
- 4.9/5
- (6 jobs)
I'm interested in managing money for a cut of the profits -- $25K minimum I teach traders & investors how to profit by trading stocks & options. I don't trade forex or crypto. I made 75% profit in 2022. I have 22 years trading experience. I've been coaching and offering stock & option trade alerts. I'm interested in: --managing funds --training people about investing & trading --writing about stocks --researching stocks My YouTube channel has 1 million views and 5000+ subscribers with over 50 videos. I also enjoy writing and helping others learn. -- 20+ years Investing in stocks -- 10+ years Trading stocks and stock options -- 6+ years Teaching others how to trade -- 8+ years Writing articles and creating videos about stocks, the economy, etc.

Equity Research
Equity Research & Analysis
Website Content
Investment Research
Blog Writing
Investment Portfolio Review
Portfolio Management
Investor Overview
Blog Content
Investment Strategy
$30 hourly
Ochieng R.
- 4.7/5
- (37 jobs)
Are you a top executive looking for a data scientist to transform your organization into a data driven organization? Are you finding it hard to understand your growth drivers? I am a data scientist with a masters’ degree from the prestigious Muma Business School in Tampa Florida, I am also a financial analyst with experience in financial modeling and forecasting. I can help your business transform by helping you make decisions that generate growth. To this, I will have to sit down with you and fully understqnd your business. I will then find out the things that really matter to you and model these into variables that can help you make better informed decisions. Feel free to reach out to me for further discussion.

Equity Research
Deep Learning
Machine Learning
R
SQL
Azure OpenAI Service
Weka
Python
Data Science
Chartered Financial Analyst
MySQL Programming
Private Equity
Database Management System
Financial Analysis
Statistics
$150 hourly
David R.
- 0.0/5
- (5 jobs)
Best Selling Author of "The Ecstatic Stock Market." Over 35 years of experience. Buy side, sell side, market maker CBOT CME. Knowledgeable in all time frames and strategies. I can help you find the mix that works for YOU. Success comes when you find the trading/investing style that works best with your skill set, time frame and risk profile.

Equity Research
Business Coaching
Fashion Forecasting
Investment Strategy
Derivatives Trading
Stock Option Agreement
Financial Modeling
Financial Analysis
Want to browse more freelancers?
Sign up