Investment Banker job description template

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Investment Banker Job Description Template

Investment bankers are vital to the financial services sector, providing expertise in corporate finance, capital markets, and investment opportunities. These professionals are instrumental in helping businesses, governments, and organizations navigate mergers, restructuring, and raising capital. This article provides a detailed investment banker job description template to help businesses attract qualified candidates, from entry-level analysts to experienced leaders like managing directors or vice presidents.

Whether you're hiring for financial analysis, preparing financial models, or structuring initial public offerings (IPOs), this template will guide you in creating an effective job description. You’ll also learn what qualifications are necessary for candidates to excel in the investment banking industry. By following this guide, you can ensure your posting appeals to professionals with expertise in valuation, private equity, and wealth management.

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Job overview

At our firm, investment bankers are responsible for advising clients on critical financial decisions, including raising capital, managing portfolios, and conducting due diligence.

The role requires building relationships with potential investors, analyzing market conditions, and collaborating with teams to develop strategies for profitability. From preparing pitch books to navigating complex financial markets, this position demands a combination of analytical skills, strong communication, and adaptability in high-stakes environments.

Key responsibilities

Investment bankers are responsible for:

Mergers and acquisitions (M&A). Performing detailed due diligence, creating valuation models, and negotiating deal terms to maximize client outcomes.
Raising capital. Assisting clients in securing funding through IPOs, venture capital, or private equity investments.
Financial analysis. Developing comprehensive forecasts, building detailed financial models, and evaluating portfolios to identify opportunities.
Pitch books and presentations. Preparing polished materials to present strategies to potential investors and decision-makers.
Market research. Monitoring market trends and analyzing financial markets to guide strategic recommendations.

Qualifications and skills

Successful candidates will possess:

Education. A bachelor’s degree in business administration, finance, or a related field. A CFA certification is advantageous.
Work experience. Proven experience in corporate finance, financial analysis, or the investment banking industry. Relevant internships for entry-level roles are valuable.
Technical skills. Proficiency in Excel, financial modeling, and tools for preparing forecasts and valuations.
Soft skills. Strong communication, problem-solving, and decision-making abilities.

About our company

We are a leading player in the investment banking industry, with a focus on wealth management, capital markets, and restructuring. Our collaborative team works tirelessly to exceed client expectations, delivering solutions in line with the ever-evolving financial markets.

What does an investment banker do?

Investment bankers play a central role in the financial ecosystem, offering services that range from advisory to strategic execution. Core responsibilities include:

Facilitating mergers and acquisitions (M&A). Investment bankers help businesses identify strategic partners, evaluate potential deals, and negotiate terms. This endeavor involves deep due diligence, valuation assessments, and structuring contracts to ensure profitability for all stakeholders.
Raising capital for clients. They assist organizations in accessing funds through IPOs, debt issuance, or equity sales. This strategy involves building relationships with potential investors, preparing comprehensive pitch books, and presenting opportunities in line with market trends.
Navigating corporate finance. Investment bankers advise clients on restructuring, asset sales, or strategic pivots based on changes in market conditions.
Conducting financial analysis. This task includes creating and analyzing financial models, preparing forecasts, and evaluating portfolios to provide actionable insights.
Monitoring financial markets. Investment bankers keep a close eye on market conditions, changes in capital markets, and day-to-day fluctuations to provide informed guidance.

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How to write an investment banker job description

Creating a strong investment banker job description is critical for attracting top-tier candidates. Here’s how to tailor your posting to the role:

Start with the title. Use a clear title such as “Investment Banking Analyst” or “Vice President of Investment Banking” to set expectations.
Write an engaging overview. Provide a brief summary of the role, focusing on key activities like financial analysis, raising capital, and client advisory.
Detail responsibilities. List specific tasks such as managing IPOs, facilitating mergers, and preparing pitch books to highlight the scope of work.
Specify qualifications. Include education requirements, such as a bachelor’s degree in business administration or a related field, along with relevant work experience and technical expertise.
Describe the company. Offer a concise overview of your company’s mission, services, and industry focus to appeal to candidates with aligned interests.

FAQs about investment bankers

What is the typical investment banker salary?

Investment bankers often earn high salaries, with a base salary for analysts starting around $106,000 annually in cities like New York. Professionals in the investment banking industry at established firms like Goldman Sachs may earn significantly more, depending on their years of experience.

What skills do investment bankers need?

Key skills include strong communication, advanced analytical skills, and proficiency in tools like Excel. Technical expertise in financial models and experience in financial markets are also essential.

What industries are hiring investment bankers?

Industries such as private equity, venture capital, and wealth management regularly seek investment bankers. These roles are also in demand in sectors focused on restructuring, capital markets, and corporate finance.

Hire investment bankers on Upwork

Upwork connects you with skilled professionals in the investment banking industry. Whether you need support with financial analysis, valuation, or raising capital, Upwork offers access to top talent worldwide. Post your job today to find the right investment banker who meets your needs.

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$35 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Investment Banking
Business Coaching
Pitch Deck
Pitchbook
Fundraising
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As a seasoned Financial Modeling and Consulting Expert, I empower startups and growing businesses to secure funding and achieve their financial goals. I specialize in startup/business valuations, crafting compelling business plans and pitch decks, and building robust financial models. With a proven track record of success, I've helped numerous clients secure funding, optimize their financial strategies, and drive sustainable growth. Let me help you translate your vision into a reality Services Offered: Financial Modeling & Analysis: • Startup/Business Valuations (DCF, Market, etc.) • Financial Forecasting & Budgeting • KPI Analysis & Dashboard Development • Profitability Analysis & Revenue Growth Strategies • Multifamily Acquisition Modeling Business Planning & Fundraising: • Comprehensive Business Plans & Pitch Decks • Market Research & GTM Strategy • Investment Readiness & Fundraising Advisory Fractional CFO Services: • Strategic Financial Planning • Management Accounting & Reporting • Risk Management & Compliance Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$60 hourly
Manjit S.
- 4.9
- (67 jobs)
Gurugram, HARYANA
Investment Banking
Investment Research
ETL
Microsoft PowerPoint
Python
Microsoft Excel

Hello!! I am an experienced finance professional with 10+ years with investment banks and private equity firms. I have good knowledge of almost all the sectors, however, I have worked primarily on Real Estate, Healthcare, Technology, Banking and Energy sectors. I have prepared numerous comprehensive Pitch decks and financial models. My keys areas of expertise are: ✓ Financial Modelling (LBO, DCF, Trading Comps, etc) ✓ Pitch Deck (Startups Investor Deck, Industry Studies, Dashboards, etc) ✓ Detailed Business Plan ✓ MS Office automation using VBA ✓ Web Scrapping About my educational qualifications: ✓ I am Bachelors in Engineering & MBA (Finance) from premier colleges of India. ✓ I am CFA (USA) charterholder and FRM Certified from GARP (USA). Other Qualities: ✓ I am passionate about startups achieving their vision, therefore, can help startups raise capital with above mentioned products. ✓ I have advanced VBA, Excel and PowerPoint skills. I can automate anything in MS office, and have built vast number of tools using VBA. ✓ Also, I am passionate about finance, and takes pride in my work. ✓ I look for building long term relationship :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.
$100 hourly
Hayden B.
- 4.6
- (39 jobs)
Denver, CO
Investment Banking
Web Development
Microsoft PowerPoint
Mergers & Acquisitions
Management Consulting
Financial Statement
Financial Modeling
Microsoft Word
Microsoft Excel

I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.

$35 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Investment Banking
Business Coaching
Pitch Deck
Pitchbook
Fundraising
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As a seasoned Financial Modeling and Consulting Expert, I empower startups and growing businesses to secure funding and achieve their financial goals. I specialize in startup/business valuations, crafting compelling business plans and pitch decks, and building robust financial models. With a proven track record of success, I've helped numerous clients secure funding, optimize their financial strategies, and drive sustainable growth. Let me help you translate your vision into a reality Services Offered: Financial Modeling & Analysis: • Startup/Business Valuations (DCF, Market, etc.) • Financial Forecasting & Budgeting • KPI Analysis & Dashboard Development • Profitability Analysis & Revenue Growth Strategies • Multifamily Acquisition Modeling Business Planning & Fundraising: • Comprehensive Business Plans & Pitch Decks • Market Research & GTM Strategy • Investment Readiness & Fundraising Advisory Fractional CFO Services: • Strategic Financial Planning • Management Accounting & Reporting • Risk Management & Compliance Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed over 50 financial models for startups and operating companies. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI enriched results Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$60 hourly
Manjit S.
- 4.9
- (67 jobs)
Gurugram, HARYANA
Investment Banking
Investment Research
ETL
Microsoft PowerPoint
Python
Microsoft Excel

Hello!! I am an experienced finance professional with 10+ years with investment banks and private equity firms. I have good knowledge of almost all the sectors, however, I have worked primarily on Real Estate, Healthcare, Technology, Banking and Energy sectors. I have prepared numerous comprehensive Pitch decks and financial models. My keys areas of expertise are: ✓ Financial Modelling (LBO, DCF, Trading Comps, etc) ✓ Pitch Deck (Startups Investor Deck, Industry Studies, Dashboards, etc) ✓ Detailed Business Plan ✓ MS Office automation using VBA ✓ Web Scrapping About my educational qualifications: ✓ I am Bachelors in Engineering & MBA (Finance) from premier colleges of India. ✓ I am CFA (USA) charterholder and FRM Certified from GARP (USA). Other Qualities: ✓ I am passionate about startups achieving their vision, therefore, can help startups raise capital with above mentioned products. ✓ I have advanced VBA, Excel and PowerPoint skills. I can automate anything in MS office, and have built vast number of tools using VBA. ✓ Also, I am passionate about finance, and takes pride in my work. ✓ I look for building long term relationship :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.
$100 hourly
Hayden B.
- 4.6
- (39 jobs)
Denver, CO
Investment Banking
Web Development
Microsoft PowerPoint
Mergers & Acquisitions
Management Consulting
Financial Statement
Financial Modeling
Microsoft Word
Microsoft Excel

I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
$75 hourly
William M.
- 5.0
- (32 jobs)
Pisgah Forest, NC
Investment Banking
Project Management Professional
Asset Management
Hospitality
Private Equity
Portfolio Performance Modeling
Valuation
Financial Analysis
Microsoft Excel
Presentations
Financial Modeling

Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.
$150 hourly
Anthony V.
- 5.0
- (81 jobs)
Pittsburgh, PA
Investment Banking
Succession Plan
Business Valuation
Company Valuation
Pitchbook
Executive Coaching
Small Business Administration
Capital Markets
Due Diligence
Corporate Finance
Management Consulting
Strategy
Business Plan
Mergers & Acquisitions

I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America
$100 hourly
Alexander C.
- 4.9
- (5 jobs)
Lafayette, CO
Investment Banking
Data Entry
Data Analysis
Data Visualization
Financial Modeling
Spreadsheet Software
Microsoft Excel
Finance & Accounting
Financial Analysis

I enjoy helping people with excel-based work that makes life easier, facilitates well-informed decision making, or simply makes things look cleaner and more presentable. I recently worked as an Investment Banking Analyst at J.P. Morgan which consisted of 80-100hrs of work per week revolving around collecting/analyzing/modeling financial data in excel and building presentations to advise large public companies on M&A transactions and capital raising. I chose to leave for an exciting new opportunity, and since I'm no longer working 80+ hours per week, I have time and energy to work on the side. I have a diverse occupational background so I'm happy to help with any excel-based work you may need even if it isn't finance-related. I've used excel extensively across logistics, operations, recruiting, and HR as well. My "softer" experience includes having led teams ranging in size from 9 - 75 employees across HR, Recruiting, Operations, and Logistics in both the conventional Army and Army Special Operations. I have encountered and solved an extensively wide range of problems across multiple business functions in a wide variety of environments, so I'm happy to help you with any management consulting / problem-solving work as well.
$250 hourly
Max P.
- 5.0
- (14 jobs)
Asheville, NC
Investment Banking
Computer Science
Business Consulting
Due Diligence
Business Valuation
Financial Modeling
Financial Projection
Business Plan
Forecasting
Financial Report
Business Analysis
Financial Analysis

Successful exit as a first time founder with LoansIntel (B2B Saas). After 4 years of building the company alongside my partner and our team of 15 employees, we sold to Reorg (a ~$1.3bn business) in Jan-24. After the sale, I left for personal reasons and during this next phase, I want to be a resource for others to help pursue their ambitions and dreams. I'm heavily interested in strategy, advising on the overall business, fundraising, go-to-market, marketing, etc., as well as assisting with product development and budgeting. Also, happy to get my hands dirty in a financial model. A little about me and my background. Prior to LoansIntel, I started my career in investment banking at JPMorgan, quitting after a few years to pursue professional tennis. I'm passionate about the environment and health & wellness and aiming for my next company to be in either field. Love being outdoors, playing any sport, and an Arsenal FC fan.
$90 hourly
Eric W.
- 5.0
- (27 jobs)
Little Elm, TX
Investment Banking
Pitchbook
Investor Overview
Business Analysis
Financial Accounting
Management Consulting
Financial Writing
Business Consulting
Managerial Finance
Corporate Finance
Project Finance
Python

Former CFO, excel master. Passionate about finance, scenario planning and valuation. Founder mindset.
$40 hourly
Gianluca L.
- 5.0
- (21 jobs)
Brescia, PROVINCE OF BRESCIA
Investment Banking
Search Engine Optimization
SEO Writing
English
Article Writing
French
Proofreading
Translation
Content Writing
Database Management
Machine Learning
Python
Automation

My name is Gianluca Longinotti, Senior Project Manager and Data Scientist with two Master Degrees in Economics/Finance and a long time experience in Python coding. I have always worked in the financial sectors, both directly for banks and for one of the Big Four companies in the advisory industry.
$50 hourly
Erica C.
- 5.0
- (4 jobs)
Toronto, ON
Investment Banking
Company Research
Microsoft Excel
Financial Report
Regulatory Compliance
Accuracy Verification
Anti-Money Laundering
Academic Research
Data Entry
English
Finance & Accounting

Experienced KYC AML Professional and was trained in the biggest banks of the financial industry. Prior to freelancing, I used to work for Citibank Philippines as a KYC AML Analyst. My roles include conducting, searching, and reviewing documentation on the existing clients of Citibank Asia Pacific region. I used to perform anti-money laundering measures through reviewing of transaction records and made use of analytical risk assessments. Coordinates with the Investment Banking and Compliance department on how to evaluate clients according to established policies and procedures. I am highly driven in my job and a high adaptability in environment as I have lived in different countries (Saudi Arabia, Philippines, Canada). I can work under pressure but can still deliver high quality work. Previous affiliations: Integreon Managed Solutions (2016-2018), Mynt (Globe Fintech Innovations Inc.) (2018-2019).
$70 hourly
Dwight C.
- 4.6
- (44 jobs)
New York, NY
Investment Banking
Blog Content
Online Writing
Capital Markets
Content Writing
Asset Management
SEO Writing
Business Writing
Project Risk Management
Business Editing
Financial Writing
Copywriting
Finance & Accounting

Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
$100 hourly
Patrick F.
- 5.0
- (6 jobs)
Exton, PA
Investment Banking
Copywriting
Financial Writing
Investment Strategy
Forex Trading
Financial Planning
Investment Research
Financial Management
Finance & Accounting

Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.
$56 hourly
Justin W.
- 5.0
- (4 jobs)
Destin, FL
Investment Banking
Valuation
Business
Financial Analysis & Valuation
Financial Modeling
Mergers & Acquisitions
Financial Statement
Corporate Finance
Risk Analysis
Capital Markets
Microsoft Excel
Ecommerce
Investment Strategy
Economics
Private Equity

The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!
$70 hourly
Cristian T.
- 5.0
- (42 jobs)
Bucharest, BUCUREŞTI
Investment Banking
Startup Consulting
Mergers & Acquisitions
Corporate Finance
Company Valuation
Financial Presentation
Pitchbook
Business Modeling
Private Equity
Management Consulting
Financial Analysis
Market Research
Presentations

An experienced Investment Banking professional, with proven history of offering strategic and corporate finance services to top clients the US and Europe. Great track record of helping SMB clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling. Experienced at creating value through multiple avenues including sell-side business advisory, strategic and financial planning, growth initiatives, cost reduction, operational improvements, complex market & competitor analysis. Held multiple Corporate Finance / Investment Banking roles in Big 4's (EY, Deloitte), a top CEE Regional Investment Bank (WOOD&Co.), and a French M&A Boutique (Pegase Capital), and most recently lead M&A advisor role on over 30 transactions for the US company Synergy Business Brokers (SBB). He has worked with various investment banks, consultancy firms, hedge funds, PE's, venture capital firms, and startups across the globe on various situations. The following core services are provided: ✅ M&A Support – Investor long list, target screening, deal marketing ✅ Market Research - industry analysis, market sizing, competitive analysis, customer & vendor analysis etc. ✅ Pitch Books / Investor Presentations, including industry sector studies and detailed company profiles ✅ Information Memorandums / Corporate Presentations ✅ Business Plans ✅ Startup Consulting, Pro-Forma Financial Projections ✅ Financial Analysis, Financial Forecasting, and Financial Models (3 statement, LBO, M&A) ✅ Competitive benchmarking, industry sizing, trends & drivers analysis, etc. ✅ Company Valuation – DCF / Relative Valuation Models (Public comps and precedent transactions) ✅ Strategic planning and execution ✅ Financial and operating bench-marking exercises for a set of companies in any given industry/geography Selected Key Transactions: ▶️Sell-side for a large US Coding Bootcamp ▶️Sell-Side for a US Royalty Fee Calculation SaaS company ▶️ Sell-side M&A for a luxury car dealership in Romanian ▶️ Sell-side M&A of BFCC (Protilab), leading French dental prosthesis players ▶️ IPO of Sphera Francise Group (francize owners of Pizza Hut, KFC and Taco bell in Romania) on the Bucharest Stock Exchange ▶️ IPO of the energy holding Electrogroup Infrustructure ▶️ SPO of Romanian steel pipe producer TMK Artrom ▶️ Capital Raise for a payment gateway start-up I promise a quick turnaround, top priority, delivering 100% project success rate within timeline and budget, and excellent customer service. In case you need assistance on any projects in financial analysis, market research, investment banking (M&A and ECM), advisory on fundraising, let's get in touch to see how my expertise might be of use to your project. Advanced working knowledge with various databases like: Pitchbook, Capital IQ, Refinitiv Eikon Reuters, MergerMarket, Crunchbase, Gartner, EMIS, Factiva , DnB hoovers, Verdantix, and EIU Viewpoint, among others. Reachable at: +1 (321) 340-6146 Regards, Cristian Tofan Iceberg Acquisitions Advisory _______________________________________________________________________ Recent client testimonials: 🗣️ "If you are selling a tech business, I could not recommend Synergy BB more. From start to finish, Ashish and Cristian took us through a complicated process with several significant bumps in the road, and got us the maximum value for our business, more than I was expecting. I interviewed 5 other companies, and Synergy recommended the highest selling price, but provided a detailed analysis to support it. And their analysis was proven when the buyer bids came in. Through all phases of the sales process, their support and guidance was outstanding!" 🗣️ "Christian was provided with a broad scope of work to produce a report to support our investment thesis for a Series A fundraise. He produced a report of the highest quality, one that modified our company strategy and played a major role in our investment process. Investors noted the quality of the report, the depth of the analysis and the powerful insights and how useful this was for their process. He set clear milestones and met each one. He responded quickly, accepted feedback and challenged our thoughts and pre-conceptions to ensure the end product was robust. I shall work with Christian again and I would recommend him without reservation." 🗣️ "Cristian did an exceptional job delivering exactly what we needed. He carries a high degree of professionalism that is unmatched on Upwork. It can be difficult to find talent on Upwork that's eager to go above and beyond, but Cristian did it naturally with enthusiasm. If you need help with projects related to M&A or Investment Banking functions Cristian is well equipped and highly skilled. His communication skills are consistent with that of executive-level professionals and it's clear he wants to exceed expectations. We look forward to working together again soon!"
$125 hourly
Kuber B.
- 5.0
- (53 jobs)
Sharjah, SH
Investment Banking
Business Development
Investment Research
Private Equity
Mergers & Acquisitions
Financial Management
Corporate Finance
Financial Modeling
Financial Analysis
Company Valuation

Book a meeting: calendly.com/kuberbindra/30min An experienced Investment Banking & VC professional, A qualified Chartered Accountant, CFA L1 and a graduate in Commerce. Have worked with various investment banks, consulting firms, private equity firms, venture capital firms, hedge funds and startup companies globally An investment banker with previous experience at Bank of America, Man Group (Hedge Fund), Pegase Capital and Blacksoil Capital in Europe, US and India. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top rated skills in Financial modeling, Pitch decks, Business Plans and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and TWCF cashflow analysis - DCF/Valuation Models - Business plans and market research - Financial models for real estate projects - Financial models at a fund level and also at portfolio level - Financial models for Leveraged Buyouts and mergers - Review/auditing of financial models - Remote CFO I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements.
$150 hourly
Victoria K.
- 5.0
- (4 jobs)
Frankfurt am Main, HESSE
Investment Banking
Budget Management
Credit Scoring
Business Valuation
Investment Strategy
Equity Research
Financial Modeling
Business Analysis
Company Valuation
Financial Analysis

Victoria Kruchevska, CFA, FRM, is a finance coach and business growth advisor with 15+ years of experience spanning investment banking, credit analysis, and strategic finance. Over the past seven years, she has worked closely with startups and scale-ups, helping founders master financial intelligence by validating business models, structuring finance teams, and implementing financial strategies that drive growth. She specializes in budgeting, forecasting, financial modeling, investor readiness, and IPO preparation. Having built finance teams from scratch, she understands the challenges entrepreneurs face—from operational inefficiencies to investor communication gaps. Victoria empowers founders with the tools to scale sustainably, optimize cash flow, and make strategic decisions with confidence. Whether setting up financial operations or preparing for funding rounds, she ensures businesses have a solid financial foundation to thrive.
$40 hourly
Jonathan H.
- 5.0
- (2 jobs)
Caracas, A
Investment Banking
Financial Analysis
Financial Modeling
Equity Research
Company Valuation
Startup Company
Real Estate Financial Modeling
Financial Accounting
Financial Audit

I'm a Certified Public Accountant, a CFA® Level II Candidate and also a Financial Modeling & Valuation Analyst Charter holder (FMVA®) with over 7+ years of experience in Financial Modeling, Business Valuation, Investment Research, Financial Reporting, and Financial accounting. I’m well versed in MS Excel, PowerPoint, PowerBI and DAX. Ex-Big4 Audit Senior Associate (Ernst & Young). Recipient of the EY Exceptional Award 2019. During my career I have delivered hundreds of successful projects to corporate clients on topics related to accounting, corporate finance, financial analysis, and financial modeling in a variety of industries including technology, consumer retail, media & entertainment and financial. My skills include: • Financial Models – My deliverables include a dynamic proforma financial statement (up to 10yr forecast), Capex, Debt, Depreciation and Working capital analyses, scenario analysis, visual charts & graphs and an automated financial dashboard. (All types of companies including: Startups, SaaS, Real Estate, Product and Services). • Financial Planning & Analysis – My deliverables include financial reports with KPI analysis and visual graphics that provides critical information about the profitability, efficiency, liquidity and stability of your company and make recommendations to maximize ROI, save time and standardize your processes. • Business Valuation – Performing valuations on private and publicly traded companies by developing important inputs like cost of capital, assumptions, multiples and applying them to perform different valuation methods like discounted cash flow, comparable analysis, precedent transactions and scenario/sensitivity analyses. • Investment Research – Perform tailored investment research of specific economies, industries and different asset classes like equities, fixed income, currencies, commodities, derivates and alternative investments to help you enhance your portfolio and make strategic decisions. • Accounting – Financial Statements preparation, US GAAP and IFRS consultation, Research and application of new and emerging accounting guidance including leases, revenue recognition, and CECL, and Forensic accounting. Please feel free to reach out and I look forward to (hopefully) working with you! Thank you.!
$300 hourly
Culbertson L.
- 4.6
- (23 jobs)
Gilbert, AZ
Investment Banking
Legal
Finance & Accounting
Blockchain, NFT & Cryptocurrency
Fundraising
Mergers & Acquisitions
Legal Research
Finance & Law
Blockchain
Compliance
Contract Negotiation
Contract Law
Commercial Litigation
Legal Entity Structuring
Corporate Law

I am an AZ and TX barred attorney with extensive experience in forming entities, raising capital, prepare SEC-related documents for start-up and growing companies, enforcement of creditor's rights, and litigating business-related matters.
$45 hourly
Alfred K.
- 5.0
- (4 jobs)
Beirut, BA
Investment Banking
Financial Modeling
Financial Accounting
Financial Model
Pitch Deck
Financial Planning
Customer Relationship Management
Microsoft PowerPoint
Investment Preparation
Finance
Corporate Finance
Customer Acquisition Strategy
Financial Analysis
Finance & Accounting

Experienced Investment Banker with a successful record of developing and maintaining client relationships and consistently delivering solid results in the investment banking industry, pitch deck consolidation, and financial modeling. Fluent in English, Arabic, and French. Skilled in Financial Modeling, Pitch Deck and Investor Memorandum Creation and Modeling, Client Servicing, Negotiation, Risk Management, Corporate Finance, Website Design and Development, and Digital Marketing.
$90 hourly
Jason C.
- 5.0
- (12 jobs)
San Francisco, CA
Investment Banking
Personal Finance
Finance
Finance & Accounting
Analytical Presentation
Spreadsheet Software
Spreadsheet Skills
Google Sheets
Private Equity
Microsoft Excel
Financial Analysis

Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.
$70 hourly
Mirette R.
- 4.9
- (191 jobs)
Cairo, C
Investment Banking
Business Proposal Writing
Business Modeling
Venture Capital Consulting
Business Valuation
Private Equity
Investment Research
Chartered Financial Analyst
Pitchbook
Valuation
Financial Modeling
Financial Planning
Investment Strategy
Pro Forma Statement
Financial Analysis

I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
$40 hourly
Hawal K.
- 5.0
- (7 jobs)
Vaesteras, VÄSTMANLAND
Investment Banking
Translation
Swedish to English Translation
English to Swedish Translation
Economic Analysis
Business Management
English
Swedish
Proofreading
Video Transcription
General Transcription
Audio Transcription

Through my work in the banking world, I have gained both broad experience and knowledge in many different areas. I am a detail focused translator with an eye for the bigger picture. I have translated and proofread business ideas, economic papers and documents, CV and personal letters, sensitive documents, questionnaires, educational papers for other students, and more. I have a personal interest in the stock market, technical industries and games. One of my best features is my eagerness to learn and adapt to my tasks. I am a native Swedish and fluent English speaker with an economics degree from a Swedish University. I use both Swedish and English as the primary language in my daily life as well as in a professional environment. I am flexible with working hours and deadlines.
$50 hourly
Ankit A.
- 5.0
- (1 job)
Delhi, DL
Investment Banking
Budget Management
Financial Modeling
Business Plan
Business Planning & Strategy
Microsoft Excel
Management Consulting
Financial Analysis
Corporate Finance
Pitchbook
Presentations

I am a seasoned professional with 9+ years experience in Investment Banking and Strategy Consulting. I have worked on M&A, Fund Raising and Strategy Consulting Projects for various sectors including SaaS, Fintech, IT, Logistics, Pharmaceutical, Real Estate, Banking and Pay TV as well for USA, Europe, Japan, India & Middle Eastern Clients. • Specialize in equity fund raising and M&A transactions having worked on a wide range of sectors including AdTech, MarTech, SaaS, FinTech & Supply chain among others with global clients • Developed Pitch decks, IMs and valuation/ financial models based on DCF & comparative analysis • Advised and supported on strategic JV between a Swedish SaaS company and a leading Japanese IT company, among other transactions • Advised on acquisition of a North American supply chain company by an insurance services group I hold an MBA finance from a Top 15 B school in India. I am also an Avid Public Speaker and love to read about politics, business and finance.
$85 hourly
Rahul F.
- 5.0
- (5 jobs)
Dubai, DU
Investment Banking
Valuation
Management Consulting
Real Estate
Fundraising
Financial Analysis
Pitch Deck
Company Valuation
Financial Modeling
Financial Analysis & Valuation
Chartered Financial Analyst
Startup Company
Business Plan
Private Equity
Microsoft Excel

Experienced finance professional with 12.0+ years of experience in real estate, equity research, investment banking, and fundraising and a good understanding and comprehension of the equity, debt, and alternative investment market. Sector agnostic in taking assignments. Happy to assist clients in all stages of transactions which involves the origination of deals, industry & company research, preparing pitch books, financial models, and valuation. My core competencies include - Financial Modeling, Due Diligence, Strong Analytical skills, Deal Origination & Structuring, Investment deck & pitchbook, Company's valuation, Cap table, and, other shareholders-related activities, Fundraising. About my qualification, I graduated from the Indian Institute of Technology, Kanpur in 2010 with a Bachelor of Technology (B.Tech) degree in Civil Engineering, and have cleared all three levels of CFA Institute, USA.
$100 hourly
Andrew M.
- 4.8
- (2 jobs)
Slanchev Bryag, BURGAS
Investment Banking
Nonprofit Industry Consulting
Innovation Strategy
Cryptocurrency
FinTech
Grant Writing Consultation
Real Estate Investment Assistance
Startup Consulting
Sustainability
Venture Capital Consulting
Management Consulting
Business Operations
Sales & Marketing
Business Planning & Strategy
Business Development

CEO, CIO, COO, Head of development Turning ideas into goals! Multi-Cultural, Global Thought Leader who drastically improves business strategies, partnerships & mission alignment. Serves as an Accelerator & Incubator to integrate disruptive ideas while also managing P&L, project valuation, financial modelling & change management. SME for political & business environments, world innovative trends, block chain, cryptocurrency, web3, IoT, AI, smart city platforms & renewable energy. Trusted to deliver innovative solutions to impossible challenges. Displays acute cultural awareness, familiar with features & trends of diverse regions, countries, people, religions & cultural norms. 100+ projects completed: - Financial Modeling, Analysis & Forecasting - Business Planning and Strategic Consulting (business plan, business development, strategic consulting, marketing plan, market entry plan) - Fundraising (Investor pitching, venture capital, PE, seed investments, direct investment, debts) - Financial Modelling, Analysis & Forecasting - Change management - Company/business concept and presentation - Market research (industry analysis, marketing, competitive analysis, customer analysis, SWOT analysis) All business route from creating business plans, startup plans, ICO prospects, websites, financial projections, seed investors, financial models, marketing strategies, sales strategies, company & product launch plans. I spent the first half of my professional career in investment banking, corporate finance and related areas. As such, business planning, investments, financial modeling, corporate governance, as well as internal business resources and crisis management are areas of strength for me. I’ve had past experience with similar activities, from M&A deals and future business restructuring and development, to my own projects development, PPP projects and family offices services. For the past 10 years, I applied all this knowledge but in different contexts: international projects development, startups, impact investment, project management, and business development. I serve as a hired project manager, investment director or independent Board advisor. If you are starting a new venture, launching a product, looking for expansion, raising capital, planning an ICO, or expanding your business - the keys to success are a winning concept and a clear plan. From starting a business or creating & launching a new product, to growing profits and expanding into new markets, I could work with you to develop strategies and plans that work. - Blockchain - WEB3 -DeFi - Crypto - Trading - ICO, venture investments and fundraising - IGaming - Online casino - Different combination of all of these
$75 hourly
Chikodi E.
- 4.7
- (75 jobs)
New York, NY
Investment Banking
Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Financial Modeling
Company Valuation
Financial Statement
Mergers & Acquisitions
Financial Analysis
Financial Accounting
Financial Report
Financial Projection

I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!
$100 hourly
Terrence R.
- 5.0
- (6 jobs)
Covington, GA
Investment Banking
Inventory Management
Portfolio Management
Investor Overview
Forex Trading
Investment Strategy
Technical Analysis
Stock Option Agreement
Finance & Accounting
YouTube

I’m a skilled options trader and portfolio manager with extensive experience in complex trading strategies, stock analysis, and risk management. Alongside my trading expertise, I’m also a content creator and video editor, specializing in producing engaging financial content for social media and YouTube. I can break down market insights, trading strategies, and technical analysis in a way that’s both accessible and informative, helping audiences understand the nuances of trading. Whether you need assistance with trading strategies or creating impactful financial content, I bring a unique blend of market knowledge and multimedia skills to every project.
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