Investment Banker job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Investment Banker Job Description

An investment banker works for an investment bank and acts as a liaison between the bank and its clients. Their job is to help clients profit through an array of financial services, including mergers and acquisitions, initial public offerings (IPOs), and debt and equity financing.

In this section, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for an investment banker. 

The Job Overview

We are seeking an investment banker to provide us with sophisticated financial-related advice. You will provide us with investment ideas and solutions, such as recommending the best time to sell a particular stock, and help us to build a diversified portfolio. Your duties will include approaching potential investors and assisting us to close deals, as well as conducting research and providing professional advice regarding complex financial transactions. You will also be responsible for mentoring and training junior staff.

Responsibilities

Below are some of the responsibilities an investment banker is expected to assume:  

  • Research market conditions and industries to identify market trends, investment opportunities, and business risks
  • Assess the value of companies based on financial reporting and market information
  • Recommend investment strategies to clients based on market evaluations and research
  • Prepare research reports and presentations
  • Meet with clients to analyze and uncover investment opportunities
  • Project revenue, costs, and cash flows that take into account the industry, economic variables, and the firm's competitive position
  • Create a valuation model for the company that includes discounted cash flows and DCF multiples
  • Identify and quantify strategic and financial risks
  • Develop a detailed financial model for the company
  • Perform sensitivity analysis and scenario analysis to identify and quantify risks
  • Handle underwriting 
  • Assist C-level executives in creating investment theses and communicating investment value propositions to prospective investors
Job Qualifications and Skill Sets

Below are the qualifications expected of an investment banker:

  • Bachelor’s degree in a quantitative field, such as finance, economics, or accounting
  • CFA designation preferred
  • Experience in financial analysis, investment banking, or related field
  • Proficiency in Excel, PowerPoint, and Word
  • Strong analytical and financial modeling skills
  • Experience in financial and accounting principles
  • Strong communication skills
  • Strong attention to detail
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Investment Bankers you can meet on Upwork

Christopher H.
$100/hr
Christopher H.

Investment Banker

5.0/5(6 jobs)
New York City, NY
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Mergers & Acquisitions
  • Budget Plan
  • Financial Planning
  • Commercial Lending
  • Microsoft Excel
  • Microsoft PowerPoint

Strong background in Investment Banking and FP&A. Specialize in Excel & Powerpoint based projects. Experience in M&A as well as Budgeting. Open to a wide range of projects. Work Experience includes: - FP&A at a leading Adtech company - Investment Banking Analyst at JP Morgan

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Manjit S.
$50/hr
Manjit S.

Investment Banker

4.9/5(55 jobs)
Gurugram, India
  • Trophy Icon Investment Banking
  • Investment Research
  • Excel VBA
  • Microsoft Excel
  • Microsoft PowerPoint
  • ETL
  • Python

Hello!! I am an experienced finance professional with more than 8 years of investment banking experience 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 believe in building long term relationship with my clients :) Please feel free to message me, to discuss any project -- I am available 24/7. Looking forward to collaborate with you.

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Mike D.
$110/hr
Mike D.

Investment Banker

4.8/5(52 jobs)
Calgary, AB
  • Trophy Icon Investment Banking
  • Venture Capital Consulting
  • Presentations
  • Business Plan
  • Financial Modeling
  • Management Consulting
  • Investor Overview
  • Startup Consulting
  • Strategy
  • Financial Analysis
  • Venture Capital
  • Presentation Design
  • Fundraising
  • Mergers & Acquisitions
  • Growth Strategy

I have been in private equity/ venture capital for the past 20 years. I worked for several years with BDC Capital, a $1 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in positioning your business for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I now advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

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Sydney J.
$75/hr
Sydney J.

Investment Banker

4.9/5(14 jobs)
Atlanta, GA
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Microsoft Excel
  • Microsoft PowerPoint
  • Presentations
  • Business Plan
  • Writing
  • PitchBooks

I am a current Manager in Corporate Development (Mergers & Acquisitions) for a large private holding company. My duties include DCF and valuation work, presentation design, and cap table analysis. I have worked on several investments ranging from $5M to $800M. I most recently was a Senior Associate leading the financial team and running the model for a Financial Technology startup. My duties included developing KPI's, investor relations reporting, and modeling. I had most recently worked for another startup specialized in financial restructuring. Not only was I the associate consultant on multiple restructuring engagements, I also led the branding for the startup firm. I developed the pitch materials and external facing email template. During my time as a consultant, I built 3 complex financial models and developed an excel based logistics optimizer. I started my career as an investment banking analyst in the syndicated & leveraged finance department. While working in syndications, I was the lead analyst on 15 left lead debt transactions. My duties included development of complex pitch materials, creating investor presentations, writing investment memoranda, and market analysis. I am advanced in Excel and Powerpoint and have a keen eye for detail and design. I maintained a 4.0 in my masters program where I graduated with an M.S. in Finance

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Ian M.
$85/hr
Ian M.

Investment Banker

4.9/5(141 jobs)
Charlotte, NC
  • Trophy Icon Investment Banking
  • Salesforce CRM
  • Microsoft Excel PowerPivot
  • Cold Calling
  • Email Marketing
  • Microsoft Excel
  • Marketing Strategy
  • Business Writing
  • Business Coaching
  • Private Equity

"Ian was great to work with. I needed help forming a contract on a short deadline and Ian provided tremendous support. I look forward to working with him again in the future. -Ben" "Ian did a fantastic job. I really appreciated his great communication, adherence to tight deadlines, and quality of work! - Melissa" "Very pleasant to work with even when the project turned out to be a little more than either of expected. Recommended for his communication skills, reliability, personability, and quality of work. -Cheril" "Ian is absolutely phenomenal. Will be using him more often. -Dominic" I have an extensive background in business development for the Private Equity and Investment Banking industries . My skill set includes proficiency in developing comprehensive sales strategies, building CRMs, performing company valuations, extensive financial modeling (Excel), building creative & professional PowerPoint presentations/CIMs/decks/pitchbooks, and much more.

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Luisa J.
$31/hr
Luisa J.

Investment Banker

5.0/5(2 jobs)
Seixal, SETÚBAL
  • Trophy Icon Investment Banking
  • Medical
  • Language Interpretation
  • Technical Translation
  • Medical Translation
  • General Office Skills
  • Portuguese to English Translation

Hi! Welcome to my profile! :) First things first, I am native from Portugal, but have lived for a long time in Birmingham and London, which made my English near-native too. That's it, unfortunately, I do not speak any other language, but two native ones, not too bad right? Oh when I was in Birmingham I studied Business Administration and then International Tourism Management with Marketing, I got a 1st Honours Award (my parents were pretty proud, so was I :)) I worked in many things, but eventually, due to my linguistic skills, I lead a project of medical interpretation, whilst being a certified medical interpreter myself, our clients are mostly Brazilian in the US (I can adapt to Brazilian Portuguese too!!). Between interpretation, I do some translation and transcription projects, which are harder to come by hence why I'm here. I cover mainly medical topics, pre-surgery, pediatrics, OBG/YN, psychology, and psychiatry. I also cover other general topics like Legal matters, Banking & Shares, Auto Insurance, Health Insurance, VISA and emigration, Tech and Tech Support and many others. If you would like to work with me, please send me an invitation and we can reach a deal on a fixed rate and deadline. Looking forward to hearing back from you soon, Kind Regards, Luisa Jardim

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Hayden B.
$100/hr
Hayden B.

Investment Banker

5.0/5(30 jobs)
Denver, CO
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Financial Statement
  • Accounting
  • Management Consulting
  • Website Development
  • Mergers & Acquisitions

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.

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Julie B.
$55/hr
Julie B.

Investment Banker

4.7/5(2 jobs)
Paris, ÎLE-DE-FRANCE
  • Trophy Icon Investment Banking
  • Finance & Accounting
  • Lending Regulation
  • Researcher
  • Business

I am a financial consultant for small businesses with 75% success rate in company launch. I am passionate about entrepreneurship and helping small businesses think about and launch their ideas. Prior to consulting, I worked in credit for 5 years as an associate for Goldman Sachs. During this time, I wrote 5+ company memos per week, including financial projections, risks and opportunities, market research. I am thorough, detail oriented, efficient, creative and innovative.

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Jaswanth S.
$45/hr
Jaswanth S.

Investment Banker

4.8/5(22 jobs)
Bengaluru, KARNATAKA
  • Trophy Icon Investment Banking
  • Finance & Accounting
  • Property Insurance
  • Insurance Document Production
  • Liability Insurance
  • Business Analysis
  • Life Insurance
  • Insurance Agency Operations
  • Insurance & Risk Management
  • Analytics
  • Underwriting
  • Insurance Policy Analysis
  • Insurance Consulting
  • Vehicle Insurance
  • Insurance Software

☑ A self-motivated Fellow Insurance, Banking and Finance professional with spanning over 17+ years (of experience in Insurance (Life & Health and P&C Insurance) and Financial Services Education, Insurance Analysis, MIS & Business Processes and Business Support Functions, Accounts and Administration. ☑ Proficient in managing all aspects of Underwriting and Claims of various product portfolios and Analysis of Insurance and Banking segment ☑ In-depth knowledge of Insurance Products, Benefits & Contracts and Underwriting Principles for Individual Insurance & Group Insurance. Innovations in Insurance and Banking Micro Insurance and Micro Finance Risk Management in Banking and Insurance Group Insurance and Retirement Benefits Pensions and Annuities Insurance and BankTechnology Consulting Insurance and BankingConsulting Claims Analysis and Claims Analytics Underwriting Analysis and Underwriting Analytic Insurance and Banking Process Management Strategic Management in Insurance and Banking Research and Development in Insurance and Banking Business Analytics in Banking and Insurance

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Yuriy C.
$50/hr
Yuriy C.

Investment Banker

5.0/5(1 job)
San Diego, CA
  • Trophy Icon Investment Banking
  • Financial Analysis
  • Private Equity
  • Real Estate Financial Modeling
  • Real Estate Appraisal
  • Real Estate Acquisition
  • Real Estate Investment Assistance
  • Financial Model
  • Management Consulting
  • Quantitative Analysis

Professional Experience: Finance professional with over eight years of experience in the alternative investment space. Expert in all financial aspects of Private Equity, Commercial Real Estate with Involvement in over $5B of transactions across the entire capital stack, including acquisitions, SPAC's and PIPE's. Other experience includes, but is not limited to, capital raising/capital formation at the entity and fund level, leveraged buyout (LBO), and proprietary deal flow sourcing. Extensive experience in financial modeling, underwriting, and structuring real estate and private equity transactions. Personal Interests: Fitness, fine arts, antique motorcycles investing, and travel.

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William M.
$75/hr
William M.

Investment Banker

5.0/5(6 jobs)
Indian Rocks Beach, FL
  • Trophy Icon Investment Banking
  • Presentations
  • Portfolio Performance Modeling
  • Financial Modeling
  • Microsoft Excel
  • Private Equity
  • Hospitality
  • Asset Management
  • Valuation
  • Financial Analysis
  • Project Management Professional

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.

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Eric S.
$100/hr
Eric S.

Investment Banker

5.0/5(16 jobs)
Murphy, TX
  • Trophy Icon Investment Banking
  • Financial Plans
  • Cash Flow Analysis
  • Investment Strategy
  • Investment Research
  • Commercial Lending
  • Business Strategy
  • Succession Plan
  • Certified Financial Planner
  • Insurance & Risk Management

"Virtual-Based" Certified Financial Planner that offers more than 25 years of industry experience, a reputation as a thought leader in the wealth management space, and the proven skills to add value. I have the belief that advice that ties itself to a product sale is not unbiased. I am an hourly / project fee-based coach. My clients use my services when they would like, without paying 1% of the portfolios annually. As a wealth coach and planner to high-net-worth clients and entrepreneurs, I possess a rare depth and breadth of experience. In my day job, I oversee complex wealth situations, working diligently in partnership with business owners to navigate exit planning, business challenges, investment management, and wealth and estate planning.

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Romualdas J.
$70/hr
Romualdas J.

Investment Banker

5.0/5(3 jobs)
Klaipeda, Lithuania
  • Trophy Icon Investment Banking
  • Talent Sourcing
  • Candidate Interviewing
  • LinkedIn Recruiting
  • Recruiting
  • Financial Services
  • Asset Management
  • Lead Generation
  • Boolean Search
  • Contract Drafting

Available for consulting jobs, long and short term recruitment assignments. 7+ years, full-cycle recruiting experience in various markets internationally: FinTech, Banking, Asset Management, eCommerce, Startups, and Engineering. I excel at headhunting and recruiting for mid to senior positions that require deep search, careful planning and market mapping. I Have my own Linkedin Recruiter license Languages: English, Russian, Lithuanian (all fluent)

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Alexander C.
$40/hr
Alexander C.

Investment Banker

4.9/5(5 jobs)
Lafayette, CO
  • Trophy Icon Investment Banking
  • Spreadsheet Software
  • Microsoft Excel
  • Financial Analysis
  • Financial Modeling
  • MS Excel
  • Data Visualization
  • Data Entry
  • Data Analysis
  • Marketing Data Analytics
  • Finance

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.

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Max P.
$85/hr
Max P.

Investment Banker

5.0/5(14 jobs)
Asheville, NC
  • Trophy Icon Investment Banking
  • Business Analysis
  • Business Valuation
  • Due Diligence
  • Computer Science
  • Financial Analysis
  • Financial Modeling
  • Business Consulting
  • Business Plan or Pitch
  • Forecasting
  • Financial Report
  • Financial Projection

6+ years of finance and business consulting experience, previously working in investment banking at JPMorgan. I'm passionate, hard-working, and the project isn't complete until you're 100% happy. Areas of expertise: - Everything Excel & financial modeling (DCF, LBO), valuation, and cash flow projections - Consulting on business decisions, potential opportunities, or P&L analysis - Creating investor or client-ready presentations, as well as business plans - Creating business or personal budgets and automating/fixing excel workbooks A little about me: I quit investment banking to pursue my dream of becoming a professional tennis player. Freelancing keeps that dream alive.

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Eric W.
$90/hr
Eric W.

Investment Banker

5.0/5(19 jobs)
Denton, TX
  • Trophy Icon Investment Banking
  • Project Finance
  • Corporate Finance
  • Managerial Finance
  • Business Consulting
  • Financial Writing
  • Management Consulting
  • Financial Accounting
  • Business Analysis
  • Python
  • Investor Overview
  • Pitchbook

Former CFO, current consultant. Passionate about finance, efficiency, incremental improvement and delivering results. Founder mindset. I am a futurist who wants to create a better world.

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Gianluca L.
$40/hr
Gianluca L.

Investment Banker

5.0/5(14 jobs)
Brescia, PROVINCE OF BRESCIA
  • Trophy Icon Investment Banking
  • Python
  • Machine Learning
  • Automation
  • Database Management
  • Project Management
  • Finance
  • Content Writing
  • Translation
  • French
  • Proofreading
  • Article Writing
  • English
  • Search Engine Optimization
  • SEO Writing

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.

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Erica C.
$50/hr
Erica C.

Investment Banker

5.0/5(3 jobs)
Toronto, ON
  • Trophy Icon Investment Banking
  • Finance & Accounting
  • English
  • Data Entry
  • Academic Research
  • Anti-Money Laundering
  • Accuracy Verification
  • Regulatory Compliance
  • Financial Report
  • Microsoft Excel
  • Company Research

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).

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Luis E.
$70/hr
Luis E.

Investment Banker

4.9/5(18 jobs)
Kansas City, MO
  • Trophy Icon Investment Banking
  • Mergers & Acquisitions
  • Project Finance
  • Financial Modeling
  • Financial Forecasting
  • Acquisitions
  • Microsoft PowerPoint
  • Excel
  • Factset
  • Capital Markets
  • Business Analysis

Finance professional with close to 7 years of experience working on Wall St. Most of my experience has revolved around M&A of businesses with complex financial structures. I have represented both sellers and buyers (investors). My financial modeling specialties are financial projections, debt sculpting, refinancings, valuation (including comparable companies, precedent transactions, Discounted Cash Flows, Leveraged Buyouts, Dividend Discount Model). I can also produce presentations that succinctly display crucial financial information. Much of my previous work has been shown to C-level executives of Fortune 500 Companies.

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Mandela K.
$45/hr
Mandela K.

Investment Banker

5.0/5(3 jobs)
Nairobi, NAIROBI AREA
  • Trophy Icon Investment Banking
  • Cash Flow Analysis
  • Discounted Cash Flow
  • Financial Accounting
  • Data Analytics
  • Accounting
  • Data Entry
  • Pitchbook
  • Budget Planning
  • Balance Sheet
  • Business Analysis
  • Income Statement
  • Microsoft Excel
  • Financial Analysis & Valuation
  • Equity Research & Analysis

🏆𝑾𝑶𝑹𝑲 𝑾𝑰𝑻𝑯 𝑶𝑵𝑬 𝑶𝑭 𝑻𝑯𝑬 𝑮𝑶𝑳𝑫𝑴𝑨𝑵 𝑺𝑨𝑪𝑯𝑺 𝑰𝑵𝑽𝑬𝑺𝑻𝑴𝑬𝑵𝑻 𝑩𝑨𝑵𝑲𝑬𝑹𝑺 𝑾𝑯𝑶'𝑺 𝑺𝑻𝑹𝑼𝑪𝑻𝑼𝑹𝑬𝑫 𝑶𝑽𝑬𝑹 $𝟴𝟬𝟬𝑩 𝑰𝑵 𝑴&𝑨 𝑫𝑬𝑨𝑳 𝑽𝑨𝑳𝑼𝑬 🔴 👉Formerly an 𝑬𝒒𝒖𝒊𝒕𝒚 𝑹𝒆𝒔𝒆𝒂𝒓𝒄𝒉 𝑨𝒏𝒂𝒍𝒚𝒔𝒕 at 𝑮𝑶𝑳𝑫𝑴𝑨𝑵 𝑺𝑨𝑪𝑯𝑺🏦 with my years of experience at 🐂 𝐖𝐚𝐥𝐥 𝐒𝐭𝐫𝐞𝐞𝐭💹 advising companies in the world of 𝑯𝒊𝒈𝒉 𝑭𝒊𝒏𝒂𝒏𝒄𝒆. 👉I was part of the 2022's team at 𝐆𝐨𝐥𝐝𝐦𝐚𝐧 𝐒𝐚𝐜𝐡𝐬 who Pioneered multiple 𝑴&𝑨 transactions with a total combined 𝑫𝒆𝒂𝒍 𝑽𝒂𝒍𝒖𝒆 of over $𝟖𝟎𝟎𝐁 🚀My 𝑷𝒊𝒕𝒄𝒉 𝑫𝒆𝒄𝒌𝒔 have cut big checks💰 for multiple organizations both Private and Public companies and foreign governments providing 𝑳𝒊𝒒𝒖𝒊𝒅𝒊𝒕𝒚 or 𝑪𝑨𝑷𝑰𝑻𝑨𝑳 worth over $𝟎.𝟐𝟓𝐁 through 𝑫𝒆𝒃𝒕,𝑩𝒐𝒏𝒅 𝑰𝒔𝒔𝒖𝒂𝒏𝒄𝒆 𝒂𝒏𝒅 (𝑺𝑷𝑨𝑪) 𝑫𝒆𝒂𝒍𝒔. 👇👇𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐈 𝐜𝐚𝐧 𝐨𝐟𝐟𝐞𝐫 𝐭𝐨 𝐭𝐡𝐞 𝐭𝐚𝐛𝐥𝐞: ✅𝑺𝒕𝒓𝒖𝒄𝒕𝒖𝒓𝒊𝒏𝒈 𝑴&𝑨 𝒅𝒆𝒂𝒍𝒔. ✅𝑷𝒓𝒐𝒗𝒊𝒅𝒊𝒏𝒈 𝑨𝒅𝒗𝒊𝒔𝒆 𝒅𝒖𝒓𝒊𝒏𝒈 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑵𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒊𝒐𝒏𝒔, 𝒔𝒖𝒄𝒉 𝒂𝒔 𝑻𝒆𝒓𝒎 𝑺𝒉𝒆𝒆𝒕📝 ✅𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑫𝒖𝒆 𝑫𝒊𝒍𝒊𝒈𝒆𝒏𝒄𝒆 𝒔𝒖𝒄𝒉 𝒂𝒔 𝑴𝒂𝒓𝒌𝒆𝒕 𝑹𝒆𝒔𝒆𝒂𝒓𝒄𝒉 𝒂𝒏𝒅 𝑽𝒂𝒍𝒖𝒂𝒕𝒊𝒐𝒏 ✅𝑪𝒓𝒆𝒂𝒕𝒊𝒏𝒈 𝒂𝒏𝒅 𝑫𝒆𝒔𝒊𝒈𝒏𝒊𝒏𝒈 𝒂 𝑷𝒊𝒕𝒄𝒉𝒃𝒐𝒐𝒌 ✅ 𝑷𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝑹𝒆𝒑𝒐𝒓𝒕𝒊𝒏𝒈, 𝑷𝒐𝒘𝒆𝒓𝒑𝒐𝒊𝒏𝒕 𝑷𝒓𝒆𝒔𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏; 𝒊𝒏𝒄𝒍𝒖𝒅𝒊𝒏𝒈 𝒄𝒐𝒎𝒑𝒍𝒆𝒙 𝒈𝒓𝒂𝒑𝒉𝒔📈 & 𝒄𝒐𝒎𝒑𝒖𝒕𝒂𝒕𝒊𝒐𝒏 𝑺𝑻𝑹𝑶𝑵𝑮 𝑬𝑿𝑪𝑬𝑳 𝑩𝑨𝑪𝑲𝑮𝑹𝑶𝑼𝑵𝑫 🚨In addition-to-that, 👉I'm a 𝑭𝒓𝒆𝒆𝒍𝒂𝒏𝒄𝒆 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌𝒆𝒓, who's teamed up there with an 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐐𝐮𝐚𝐧𝐭𝐢𝐭𝐚𝐭𝐢𝐯𝐞 𝐅𝐮𝐧𝐝 👉𝐌𝐢𝐥𝐥𝐞𝐧𝐧𝐢𝐮𝐦 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 based in 𝐍𝐞𝐰 𝐘𝐨𝐫𝐤🗽 with a portfolio of over $𝟒𝐁 𝐀𝐔𝐌, with a track record of making returns in 𝒆𝒙𝒄𝒆𝒔𝒔 𝒐𝒇 𝟔𝟎%📈𝒂𝒏𝒏𝒖𝒂𝒍𝒍𝒚, I'm helping the 𝐅𝐮𝐧𝐝 𝐑𝐚𝐢𝐬𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 for our 👉𝑵𝒆𝒘 𝑨𝒄𝒒𝒖𝒊𝒔𝒊𝒕𝒊𝒐𝒏 and our 𝐄𝐒𝐆 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐. I'm the 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌𝒆𝒓 who's worked at the 𝑳𝒂𝒓𝒈𝒆𝒔𝒕 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌𝒔 in the 𝑾𝒐𝒓𝒍𝒅 with High Stakes 🎰 investors, who've 𝐓𝐑𝐔𝐒𝐓𝐄𝐃 me take their investment journey 𝑻𝑶 𝑻𝑯𝑬 𝑺𝑼𝑷𝑬𝑹𝑩𝑶𝑾𝑳 𝑳𝑬𝑽𝑬𝑳🏉🚀 🏁In a nutshell, these 👇👇 are my qualities and stats according to my client's ratings: ★📞 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧 ★⚡︎ 𝐅𝐚𝐬𝐭 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝐢𝐥𝐢𝐭𝐲 ★⌚𝟏𝟎𝟎% 𝐎𝐧-𝐭𝐢𝐦𝐞 ★💰𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐁𝐮𝐝𝐠𝐞𝐭 𝑰 𝑾𝑨𝑺 𝑩𝑶𝑹𝑵 𝑹𝑬𝑨𝑫𝒀 𝑨𝑵𝑫 𝑰'𝑴 𝑹𝑬𝑨𝑫𝒀 𝑻𝑶 𝑮𝑬𝑻 𝑯𝑰𝑹𝑬𝑫 𝑩𝒀 𝒀𝑶𝑼!!! 🟢 𝐂𝐥𝐢𝐜𝐤 𝐭𝐡𝐞 𝐠𝐫𝐞𝐞𝐧 ‘𝐈𝐧𝐯𝐢𝐭𝐞 𝐭𝐨 𝐉𝐨𝐛’ 𝐛𝐮𝐭𝐭𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞 𝐭𝐨𝐩 𝐫𝐢𝐠𝐡𝐭-𝐡𝐚𝐧𝐝 𝐜𝐨𝐫𝐧𝐞𝐫 💬 👉Write me a personalized note including why you think we’re a good fit to work together in your message. I'm looking forward to working with you! Regards, 𝐌𝐚𝐧𝐝𝐞𝐥𝐚 𝐊.

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Patrick F.
$100/hr
Patrick F.

Investment Banker

5.0/5(5 jobs)
Exton, PA
  • Trophy Icon Investment Banking
  • Investment Research
  • Investment Strategy
  • Financial Plans
  • Financial Writing
  • Financial Management
  • Finance
  • Copywriting
  • Forex Trading
  • Financial Services

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.

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Cristian T.
$60/hr
Cristian T.

Investment Banker

5.0/5(47 jobs)
Bucharest, BUCUREŞTI
  • Trophy Icon Investment Banking
  • Market Research
  • Mergers & Acquisitions
  • Corporate Finance
  • Financial Analysis
  • Private Equity
  • Company Valuation
  • PitchBooks
  • Startup Consulting
  • Management Consulting
  • Financial Presentation
  • Business Modelling
  • Presentations

An experienced Investment banker professional, with proven history of offering strategic and corporate finance services to top clients in the CEE region. 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), having worked on both public and private transactions. I have 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: ✅ Pitch Books / Investor Presentations ✅ Information Memorandums / Corporate Presentations ✅ Business Plans ✅ Startup Consulting, Pro-Forma Financial Projections ✅ Financial Analysis, Financial Forecasting, and Financial Models (3 statement, LBO, M&A) ✅ Review / Auditing of Financial Models ✅ Company Valuation – DCF / Relative Valuation Models (Public comps and precedent transactions) / SOTP ✅ Sensitivity and Multiple Scenario Analyses ✅ M&A Support – Investor long list, target list, deal marketing ✅ Market Research Selected Key Transactions: ▶️ 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. _______________________________________________________________________ Check out some recent client testimonials: "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!" "Cristian was thorough and completed our project on time. He also did over and above what we requested from him which has provided us additional value already. We will be using him again on our next project."

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Nilay A.
$110/hr
Nilay A.

Investment Banker

5.0/5(2 jobs)
New Delhi, DELHI
  • Trophy Icon Investment Banking
  • Financial Risk
  • Project Risk Management
  • Startup Consulting
  • Training
  • Training Materials
  • FinTech Consulting
  • Educational Technology
  • PitchBooks
  • Chartered Financial Analyst
  • Financial Analysis
  • Corporate Finance
  • Market Research
  • Financial Modeling

Financial Risk Management, Financial Training, Pitch Decks, India Market Entry Expert Multiple Award winning Entrepreneur, Certified FRM, 13+ years of experience in managing risk, building valuation models, market-entry consulting and financial training. Helped more than 15 start-ups secure financing ranging from $300k-$4.5M. Before becoming self-employed, I headed the risk services desk for a top-tier investment bank across London, New York, Hong Kong and India. More than 5,000 people have benefitted from my financial training programs. Services Offered: - Investor ready business plans and pitch decks - Valuation models / financial projections for start-ups - Connecting to my network of VCs and angels after tweaking your business plan - Creating Monte Carlo and Value-at-risk (VaR) models - Industry analysis, market sizing, market entry services in India - Facilitating low value, high volume cross border payments -Financial training content creation and online/offline delivery (CFA, FRM, Financial Modeling) Don’t focus on the cost, focus on the ROI of my services! Please feel free to contact me so that I may better understand your project needs. Best, Nilay

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Estelle M.
$100/hr
Estelle M.

Investment Banker

4.9/5(4 jobs)
Bordeaux, NAQ
  • Trophy Icon Investment Banking
  • Commercial Lease
  • Company Research
  • Smart Contract
  • Tax Law Compliance
  • Tax Preparation
  • Contract Drafting
  • Contract Translation
  • Corporate Finance
  • French to English Translation
  • Corporate Law
  • Regulatory Compliance
  • Joint Venture
  • Legal Research
  • French

French Legal Counsel with 7 years of experience proposes : - 30min free (presentation of the project and the client) - hourly general law consultation (100 euros) - package (incorporation=600 euros) Fields: * French Law 2 years (creation of companies & Legal secretary (general and exceptional), tax declarations, preparation of commercial and corporate contracts, legal research ...) * Luxembourg Law 1 year (legal incorporation of UCITS regulated funds and administrative assistance in AIFM Private Equity)+ Luxembourg bar courses * Québec/Canadian Law 1 year (Preparation documentation relating to incorporations, Drafting annual corporate resolutions, Maintaining the company's corporate records, as well as federal and provincial returns, Reviewing commercial contracts, preparing legal procedures for civil & commercial litigation cases, researching in Real Estate Law, legal translations from English to French...) * Legal counsel volunteer : - US Federal Penal/Business Law 1 year: association linked with US Congress Entrepreneur 3 years : Passwor(l)d Legal consulting : Civil law (French Law), Common Law (South African Law-US Business Law-Irish Law), OHADA (Gabon law) US certifications in IP and Tax law Languages : ° French/bilingual (C2) English/bilingual (C1) Spanish/intermediary (B1) German/advanced beginner (A2) Italian beginner (A1)

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Jonathan H.
$40/hr
Jonathan H.

Investment Banker

5.0/5(5 jobs)
Caracas, A
  • Trophy Icon Investment Banking
  • Financial Analysis
  • Financial Modeling
  • Company Valuation
  • Financial Accounting
  • Financial Audits
  • Real Estate Financial Modeling
  • Startup Company
  • Equity Research
  • Accounting

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.!

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Culbertson L.
$200/hr
Culbertson L.

Investment Banker

4.8/5(25 jobs)
Gilbert, AZ
  • Trophy Icon Investment Banking
  • Corporate Law
  • Legal Entity Structuring
  • Commercial Litigation
  • Contract Law
  • Contract Negotiation
  • Compliance
  • Blockchain
  • Finance & Law
  • Legal Research
  • Mergers & Acquisitions
  • Fundraising
  • Blockchain, NFT & Cryptocurrency
  • Finance & Accounting
  • Legal

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.

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Savio A.
$45/hr
Savio A.

Investment Banker

5.0/5(1 job)
Dubai, DU
  • Trophy Icon Investment Banking
  • Keynote
  • Ad Copy
  • Retail & Consumer Goods
  • Internal Communications
  • Speech Writing
  • Tagline
  • Social Media Plugin
  • Web Content Development
  • Email Copywriting

I have been working with creatives from Brazil, South Africa, Germany, Indonesia, the UK, Lebanon, and a host of other countries to create advertising campaigns that have engaged people from India to Thailand and UAE. I have a background in Financial Accounting and customer service, gaining corporate experience before making a career shift into the world of advertising. Thanks to this I have an exceptional ability to see things both from the client and the agency side. My creative approach—no matter the medium—is to find points of tension behind the idea I’ve been assigned or am interested in. It’s a way to plant a little bit of intrigue; a yearning to turn the page and learn more about the idea. Ultimately, it’s about creating memorable stories.

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