Hire the best Investment Bankers in Ontario
Check out Investment Bankers in Ontario with the skills you need for your next job.
- $50 hourly
- 5.0/5
- (4 jobs)
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).Investment Banking
Company ResearchMicrosoft ExcelFinancial ReportRegulatory ComplianceAccuracy VerificationAnti-Money LaunderingAcademic ResearchData EntryEnglishFinance & Accounting - $80 hourly
- 5.0/5
- (0 jobs)
Jeffrey has devoted himself to the financial services industry for over 15 years. Right after he acquired his first Master's degree in finance, he started his career as an auditor with PwC, then moved to the investment banks and originated/executed dozens of IPOs, M&As, and/or listings on China's main stock exchanges. Later, Jeffrey immigrated to Canada and re-launched his career as an M&A associate with BriGlobe Capital. After that, he worked with RBC I&TS as a fund accountant and derivative valuation analyst. Currently, Jeffrey is a quantitative researcher with MyGalaxy Financial, focusing on exploring and exploiting quantitative investment opportunities, mainly in the area of derivatives. During his spare time, Jeffrey cares about social development. He successfully wrote the Bar exam (China) and volunteered to provide legal assistance to those who needed it but were in a distressed financial situation. Since moving to Canada, Jeffrey has been active in political campaigns, aiming at making the community a more inclusive, diversified, and equitable one. He once accepted a short-term offer and assisted Dipika Damerla in successfully running for councilor of the city of Mississauga, ON. Nowadays he is a voting Council member of a public school. Jeffrey holds a Master's degree in finance and another Master's degree in financial engineering. Also, Jeffrey is a CFA charterholder and certified Financial Risk Manager (FRM).Investment Banking
Business TranslationLawFinancial AuditFinancial StatementFinancial RiskRisk ManagementData AnalysisVisual BasicTableauRPythonQuantitative ResearchChartered Financial AnalystInvestment Research - $30 hourly
- 5.0/5
- (2 jobs)
Hi! I'm Evita. I am looking to work on projects that challenge me to explore new avenues of professional development and personal growth. All my experience has been outside of the Upwork platform, but my unconventional start at 16 in the work force has enabled me to really thrive and gain valuable insights and experience through different career paths. To be specific I have managed mortgage brokerages across Canada, help build and develop a start up department at a bank for mortgages, reach set out sale targets. I've created training guides and am not shy to be the first to pilot projects. I have 8 Years experience in banking, mortgages, investments, financial advising. This environment is considered high stress with no day ever being the same. I was customer facing so client satisfaction was also a priority, Cold calling, appointment setting, assisting, data entry, salesforce usage have been a big part of my career as well. I have received a tremendous amount of support and excellent reviews for my work ethic and helping clients across Canada. Adaptability, Accountability, Organization, Communication and Empathy are some of the skills instilled in me through this field. I also have over 7 years experience in wedding/event coordination's and continue to build my skill sets. I want to excel in what i do and know that one can wear multiple hates. I enjoy the thrill of learning new skills and adapting to ever changing environments but can also do routine work. But more than anything, I want to help in whatever capacity I can. I'm open to negotiating and connecting.Investment Banking
Lending RegulationSalesforceData EntryTrainingTeam ManagementResearch & StrategyFinanceEvent ManagementCustomer ServiceEvent PlanningBusiness Development - $150 hourly
- 0.0/5
- (0 jobs)
With over 10 years of experience in M&A, corporate development, venture capital, and investment banking and passion for identifying undervalued and miss-priced market opportunities, I led and executed more than 50 M&A and VC transactions. Developed over 100+ extensive financial models as well as numerous pitch decks, investment memos and other marketing materials. In 2024 I was accepted to Smith School of Business MBA program and was awarded the Stephen J.R. Smith MBA Scholarship. I am a certified financial modeling and valuation analyst (FMVA) and a CFA Level 2 candidate (Nov.2024), with skills in financial modeling, corporate finance, and investment management.Investment Banking
SQLAsset ManagementInvestment ResearchPitch CorrectionFinancial ModelMicrosoft WordBusiness DevelopmentInvestment StrategyInternational DevelopmentMicrosoft OfficeElevator PitchFundraisingFinancial AnalysisMicrosoft ExcelPitchbookFinancial ModelingPresentations - $50 hourly
- 4.4/5
- (6 jobs)
I am an MBA candidate at Ivey Business School and a dynamic financial services professional with over 3 years of investment banking experience at CardinalStone Partners spanning corporate/transaction advisory, capital markets, and structured finance, as well as 2 years of experience in accounting functions at other firms. My previous roles have equipped me with a specialized skill set covering the following areas: M&A and corporate advisory: Where I played a pivotal role on deal teams advising on transactions worth over $400 million Financial Modelling & Valuation: Developed multiple scenario financial models and DCF enterprise valuations to evaluate transactions and projects worth over $60 million Financial Statements Analysis: Conducted financial statement analysis on various Nigerian Companies to support transaction origination and execution Credit Finance and Origination: Led the credit origination team and developed financial models to analyze cash flow generation for corporate and individual clients to evaluate the risk and return of lending opportunities worth over $11 million over an 18-month periodInvestment Banking
Microsoft PowerPointPowerPoint PresentationPitch DeckCompany ValuationValuationEquity ValuationFinanceFinancial Modeling - $100 hourly
- 0.0/5
- (1 job)
I have more than 15 years experiences in China Financial and financial information market. Whether you're trying to Consult or manage project related with China, analyze your market, I can help. I have invested in wealth management firm targeting high net worth clients in China, focusing on overseas investment in insurance and real estate. I have a IT background with years in investment banking and mutual fund experience. I run my own business in commodities trading between North America and China. I graduated from the best university in China with high-level alumni members. I love to communicate regularly, to match every word and information is really important in dealing with business nowadays.Investment Banking
Investment ResearchBusiness ManagementAsset ManagementSalesRisk ManagementAnalytical PresentationProject Risk ManagementProject ManagementFinancial Analysis - $7 hourly
- 4.8/5
- (3 jobs)
Aside from education in programming and economics, my purpose in this platform is to get valuable work experience. My current goal is to breakthrough in the investment banking sector, and thus i am preparing for my CFA. * I have intermediate knowledge in Java, JS, SQl. * I have experience with investment banking from analyzing funds and stocks, and being taught CAPM and value investing. Having clarified my resume, I will talk about my personality. It might be hard to reflect my character with only words, but there will be no doubt that I am going to keep high standarts for my work , and there wont be any restraints to get my task doneInvestment Banking
EconomicsCSSJavaScriptSQLJavaHTMLMicrosoft ExcelAccounting - $7 hourly
- 5.0/5
- (1 job)
With over 8 years of buy-side experience, I am a seasoned commercial real estate investment and asset management professional. I have led the investment and asset management functions for platforms with reputed investors such as Canadian Pension Plan (CPP) and Allianz, underwriting investment and creating value for them through the implementation of value-add initiatives. I have successfully executed multiple transactions, achieving attractive returns and enhancing the value of the assets. My core competencies include financial modeling, valuation, due diligence, deal structuring, asset management, portfolio optimization, and strategic planning. I am passionate about leveraging my expertise and skills to deliver optimal solutions for investors, stakeholders, and communities.Investment Banking
Document ReviewReal Estate AcquisitionInvestment ResearchBusiness PlanBusiness Planning & StrategyPresentationsFinancial ReportingBudgetChartered Financial AnalystAnalytical PresentationFinancial Variance AnalysisFinancial Modeling - $35 hourly
- 0.0/5
- (0 jobs)
I am a results-driven professional with extensive experience in Treasury Management, Financial Planning and Project Management with a focus on optimizing cash planning and cash management activities that drive the success of planned projects. With a solid track record in managing liquidity, mitigating financial risk, managing debt and streamlining cash management in line with set budgets, I have a deep understanding of both the strategic and operational aspects of treasury and project finance functions. I particularly enjoy compliance and audit activities because I am very detail oriented and meticulous in the way I work. I thrive in roles that blend compliance and finance, as I find great satisfaction in ensuring that financial operations align with regulatory standards while also contributing to the overall financial health of the organization. My experience has allowed me to appreciate the critical importance of compliance in safeguarding a company’s operations and reputation, while my passion for finance allows me to identify opportunities for optimization, cost savings, and overall strategic growth. I enjoy the challenge of navigating complex regulatory landscapes while leveraging financial data to drive informed decisions and promote organizational success."Investment Banking
Strategic PlanningInternal AuditingERP SoftwareRelationship ManagementCommunication SkillsProject FinanceProject ManagementComplianceCompliance TestingCash Flow AnalysisTreasury ManagementBookkeepingFinancial Planning - $61 hourly
- 0.0/5
- (0 jobs)
Experienced finance professional with over 15 years of experience in Canadian financial services, including time spent as a licensend equity and options trader and as a Director of Compliance for a top five Canadian Bank and Investment Dealer. REGULATORY COMPLIANCE EXPERIENCE: Canadian Financial Services, Compliance Control Room, Investment Banking, Corporate Banking, Mergers & Acquisitions, Due Diligence, Underwriting, Commercial Banking, Equity & Fixed Income Research, Equity Research, Watch & Restricted List Management, Reporting Insiders, Conflicts of Interest, Outside Business Activities, Trade Review & Investigations, Material Non-Public Information, Information Barriers, Anti-Bribery & Anti-Corruption, Training Materials & Education, First & Second Line Oversight, Reporting Insiders, Regulatory Filings, PEP. REGULATIONS: Bank Act, AML & Financial Crime, KYC, BSA, SEC, FINRA, FINTRAC, CIRO/IIROC, UMIR, Ontario Securities Commission, OSFI, MiFiD, PIPEDA, FATCA. SKILLS: Drafting policies & procedures, creating training and testing materials, interpreting regulatory requirements, gap analysis, swot analysis, investigations, audits.Investment Banking
SEC RegulationFinancial TradingPolicy AnalysisWritingQuiz WritingStock MarketDue DiligenceAnti-Money LaunderingRegulatory ComplianceCapital MarketsFinancial Policies & ProceduresCompliance TrainingCompliance TestingCompliance - $100 hourly
- 0.0/5
- (0 jobs)
Experienced senior risk and compliance leader with expertise across various regulatory regimes and jurisdictions including AMLATF, banking, payments, securities and capital markets. Focused on innovation risk management by integrating people, processes and technology, and exploring innovative ways to manage (non financial) risk, to identify opportunities that drive performance. Tania received her MBA from the University of Toronto, Rotman School of Management and an LLM from York University, Osgoode Hall Law School, specializing in Privacy and Cybersecurity.Investment Banking
Regulatory ComplianceRisk ManagementComplianceBusinessProofreadingBusiness WritingContent Writing - $20 hourly
- 0.0/5
- (0 jobs)
Real Name: Onifade Akeem Babatunde Stage Name: BestView Date Of Birth: 27th May, 1986 Age: 36 Years Old Nationality: Nigerian State Of Origin: Oyo State Marital Status: Married with Kids City: OyoInvestment Banking
Customer Service TrainingData AnalysisIncident ManagementProject EngineeringWebsite RedesignCanvaAI-Generated ArtDigital PrintingDigital PaintingCorelDRAWCybersecurity Management3D ImageGraphic DesignMicrosoft Office - $25 hourly
- 0.0/5
- (0 jobs)
Title: Versatile Accounting & Finance Professional with Tech Savvy Expertise Description: 🔍 Seeking a dedicated Accounting and Finance professional with a penchant for precision and a knack for technology? Look no further! I bring a unique blend of expertise in accounting, finance, and computer proficiency to the table. Here's what you can expect: ✔️ Accounting Excellence:With a solid foundation in accounting principles and hands-on experience, I meticulously handle financial data, ensuring accuracy and compliance with industry standards. From reconciliations to financial analysis, I streamline processes to optimize efficiency and provide insightful financial reports. ✔️ Finance Wizardry:Delve into the world of finance with confidence as I navigate through complex financial models, forecasts, and budgeting strategies. Whether it's analyzing investment opportunities or crafting strategic financial plans, I tailor solutions to meet your specific goals and objectives. ✔️ Tech-Savvy Guru:Harnessing the power of technology, I leverage advanced accounting software and tools to streamline workflows and enhance productivity. Proficient in various software platforms including QuickBooks, Excel, and ERP systems, I automate repetitive tasks and implement innovative solutions for seamless operations. ✔️ Freelance Excellence:As a seasoned Upwork freelancer, I understand the importance of clear communication, meeting deadlines, and delivering exceptional results. Collaborate with me for top-notch accounting and finance services tailored to your needs, backed by professionalism and reliability. Let's embark on a journey towards financial success together. Reach out today, and let's turn your accounting and finance aspirations into reality! 🚀Investment Banking
AccountingSage 300Wave AccountingXeroZoho AnalyticsData AnalysisCopywritingFinance & AccountingMicrosoft Power BIBusiness IntelligenceMicrosoft ExcelIntuit QuickBooksAccounting BasicsManagement Accounting - $50 hourly
- 0.0/5
- (0 jobs)
- Focused, self-driven and detail-oriented Investment professional holding an MBA degree and 3+ years of experience of the APAC market in Investment Banking and Venture Capital; - Exposure to public and private transactions (IPOs, QIPs, M&As) across Banking and Financial Services, Consumers, Industrials and Impact sectors; - Currently pursuing CFA Level 1Investment Banking
Equity Research & AnalysisPrivate EquityCapital MarketsVenture CapitalFinancial ModelingChatGPTContent WritingDue DiligencePipelineDealsNewsletterIndustry ResearchValuationFinancial Analysis & ValuationAnalytical Presentation - $250 hourly
- 0.0/5
- (0 jobs)
💰 𝗞𝗿𝗶𝘀 𝗮𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗦𝗵𝗮𝗿𝗲𝘀 𝗶𝗻 𝗮 𝗷𝘂𝗻𝗶𝗼𝗿 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. Sold the Majority Shareholder control to a BVI investment fund. 🏦 𝗙𝗼𝘂𝗻𝗱𝗲𝗱 𝗮𝗻 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗺𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗳𝗶𝗿𝗺 𝗶𝗻 𝟮𝟬𝟬𝟳 that serves private and corporate investors & entrepreneurs looking to invest in, buy, and sell businesses in Europe, North America, Asia, and Africa. 🤵♂️ Provided M&A advisory services to software & e-commerce companies at a 𝗧𝗼𝗿𝗼𝗻𝘁𝗼 & 𝗚𝗲𝗻𝗲𝘃𝗮 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸. Focused on transactions valued from $5 million to $50 million. 📚 𝗔𝘂𝘁𝗵𝗼𝗿 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗼𝗼𝗸 “𝗧𝗵𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗶𝗻 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀: 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 & 𝗪𝗲𝗮𝗹𝘁𝗵" "Anyone can perform quantitative technical skills. But your intangible soft skills are actually the most important for business success." - Kris T. SELECT SERVICE(S) YOU NEED: 𝗠𝗘𝗥𝗚𝗘𝗥𝗦 & 𝗔𝗖𝗤𝗨𝗜𝗦𝗜𝗧𝗜𝗢𝗡𝗦 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗕𝘂𝘆𝗲𝗿/𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 & 𝗦𝗲𝗹𝗹𝗲𝗿: - We analyze Business Buyer's skill set or requirements to match with a business. 𝗪𝗲 𝘀𝗼𝘂𝗿𝗰𝗲 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘇𝗲 𝗧𝗮𝗿𝗴𝗲𝘁 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 to find the best business for the Buyer. 𝗪𝗲 𝗰𝗿𝗲𝗮𝘁𝗲 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 that a Business Seller needs to present its business to potential Buyers. And find Buyers for the Business. 𝗪𝗲 𝗰𝗿𝗲𝗮𝘁𝗲 𝗢𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 that a Business needs to present to potential Investors. And find Investors for the Business. 𝗪𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗗𝗿𝗮𝗳𝘁𝗶𝗻𝗴 & 𝗟𝗲𝗴𝗮𝗹 𝗥𝗲𝘃𝗶𝗲𝘄 of Offer Letters or Letters of Intent, Purchase Agreements, Investment Agreements, Confidential Information Memorandum, Private Placement Offering Memorandum, Promissory Notes and Loan Agreements, and any Investment- and M&A-related documents. 𝗪𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲𝗱 𝗕𝘂𝘆𝗼𝘂𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 for Business Buyers/Investors, including Return on Investment Analyses using M&A financial models. - We teach Buyers how to buy a business with no money down. - We analyze business funding sources. TIP: Smart money specialty sources with industry knowledge are always the best option. Not all money is the right money. 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲 - We perform Quantitative Due Diligence as well as Qualitative Due Diligence which is often forgotten. TIP: People are the most important Asset in the business but they don't show up anywhere on any Balance Sheet. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 - We perform a valuation of the business using comparable business sales, and financial models such as Discounted Cash Flow or Leveraged Buyout models. 𝗡𝗲𝗴𝗼𝘁𝗶𝗮𝘁𝗶𝗼𝗻𝘀 - Negotiation is an art. Many buyers perform good quantitative analysis but very few master the art of negotiation, which can be costly. Learn tips that can save you millions of dollars such as: -> "Silence is one of the most important tools you'll need in negotiations." -> "Never commit to anything unless you receive something in return." -> "Use bland responses and expressions in phone, in-person, and video communication to extract valuable information." Different communication tools are best for different purposes: -> Use Email to open the discussions as it's easier to read, think, and respond in bland strategically-calculated messages. -> Use Phone to collect hidden information not included in the written information memorandum. -> Use Video Calls to create urgency to get your proposal accepted and close the deal. You may deal with the Business Seller or his representative. We will walk you through what to say & do at each step in your buying process. - We Review the Letter of Intent, final Purchase Agreement, and related documents before you close the deal. TIP: There's opportunity to amend a deal and save yourself more money at this late stage when all parties are exhausted and anxious to close the deal. An attorney will review the legal elements of the deal but will not be able to help with any final cost-saving negotiations. This is what we do. So make sure we review these documents too. 𝗣𝗘𝗥𝗦𝗢𝗡𝗔𝗟 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗖𝗢𝗔𝗖𝗛 Personal Assessment of Client in my Millionaire Psychology analysis - We'll question, identify, analyze, and remove any mental blocks to personal growth, producing money, and building wealth. I wrote a book exploring the 'Wealth in Questions' because Questions are the key to exposing and shedding personal limitations. Questions unlock the key to new avenues of personal development & growth. We'll explore a series of probing questions customized for the specific Client to produce growth in their personal success. I will coach you one-on-one step-by-step so you become a better Entrepreneur or help you Buy/Sell a good business at a great price.Investment Banking
Lead GenerationIndustry ResearchMarket ResearchFinance & AccountingBusiness ValuationCompany ValuationFinancial Analysis & ValuationPrivate EquityBusiness ConsultingExecutive CoachingNegotiation CoachingMergers & AcquisitionsManagement ConsultingBusiness Coaching - $65 hourly
- 0.0/5
- (0 jobs)
OVERVIEW I’m a seasoned business analyst / product manager with 14+ years as a Lead Business Analyst/ Product Owner providing Strategic Consulting, deciphering & gathering requirements, managing stakeholders and deliverables throughout SDLC in agile environment for large scale high visibility integration projects and programs within Banking and Finance industry for US and Canadian Banks.Investment Banking
Analytical PresentationManagement ConsultingFinance & Banking ChatbotSQLProject ManagementProject DeliveryBusiness Analysis - $25 hourly
- 0.0/5
- (0 jobs)
Sales professional with a strong record in exceeding sales targets, delivering tailored financial solutions, and ensuring compliance. Recognized for exceptional client satisfaction and teamwork in fast-paced environment.Investment Banking
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