Upwork home
Sign up
Secondary

Hire the best Investment Managers

Check out Investment Managers with the skills you need for your next job.
Hire freelancers
Clients rate Investment Managers
Rating is 4.8 out of 5.
4.8/5
based on 1,228 client reviews
  • $190 hourly

    • 5.0/5
    • (101 jobs)
    I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Research
    Accounting principles
    Financial Modelling
    Microsoft Excel
    Excel
    Derivatives Trading
    Stock Option Agreement
    Financial Analysis
    Financial Modeling
  • $175 hourly

    • 5.0/5
    • (273 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $120 hourly

    • 5.0/5
    • (80 jobs)
    My goal is to help you make better real estate decisions with comprehensive, detailed analysis. I am a CPA with extensive experience in commercial real estate. I specialize in multifamily and single family rental (including build for rent) modeling. I have worked as an investment associate for one of the largest commercial real estate investors in the world ($130 billion+ in AUM), with experience in all product types. Prior to that, I worked for a multifamily developer as well as a stint in tax accounting at Ernst & Young. In my day job, I handle complex modeling and reporting in Excel, acquisition & disposition analysis, budgeting & forecasting, preparing equity/debt packages, and preparing investment committee memorandums. A brief list of the services I specialize in: building and editing financial models in Microsoft Excel; underwriting development projects; loan / finance request packages; budgeting & forecasting; contract review; portfolio analytics & reporting; waterfall modeling; investment committee packages; offering memorandums & pitch decks. Relevant education & certifications: - Certified Public Accountant - Master in Accountancy, Auburn University - Bachelor's of Accountancy, Auburn University - REFM Excel for Real Estate, Levels 1-3 Certified
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Underwriting
    Capital Markets
    Presentation Design
    Pitch Decks
    Investment Preparation
    Investment Strategy
    Investment Research
    Accounting
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
  • $80 hourly

    • 5.0/5
    • (31 jobs)
    M&A professional and LSE Graduate, experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modelling, closing items, pitch books), or business plan creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Mergers & Acquisitions
    Business Consulting
    Modeling
    Investment Research
    Acquisitions
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • $40 hourly

    • 4.9/5
    • (58 jobs)
    Results-driven Chartered Accountant, having more than 13 years of experience in accounting, bookkeeping, finance, and taxation. I started my professional career with KPMG, where I worked for four years as an auditor, and then worked in different industries as an Accounting and Finance Manager. I have also worked as a CFO for a digital marketing company for 3 years. The following are my expertise: 1. Setting up and ongoing bookkeeping in accounting software such as QuickBooks and NetSuite 2. Complex accounting (Compliance with International Accounting Standards and GAAP) 3. Profit and Loss, Balance Sheet, and Cash Flow preparation (Financial Statements) 4. Accounts Receivable and Accounts Payable management 5. Financial Analysis and Modelling 6. Budgeting and Forecasting 7. Taxation
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Business Strategy
    Financial Analysis
    CPA
    Accounting
    International Financial Reporting Standards
    Data Science
    Microsoft Excel
    Oracle NetSuite
    Intuit QuickBooks
    GAAP
  • $80 hourly

    • 5.0/5
    • (100 jobs)
    I am an experienced and well-versed financial and business copywriter and consultant for many industries. I have worked with C-Suite executives and business owners involved with Capital Markets and Investments, Investor Relations, Real Estate, Private Equity, Precious Metals, Crypto, and more. I also intend to pursue my CFA certification eventually. I began freelancing on Upwork in August 2020 while completing my Finance Master's program at Harvard University. After graduating with Dean's List honors and a 3.87 GPA and acquiring two additional certificates in Real Estate Investment and Corporate Finance, I started taking my career to the next level. Since graduating, I have provided various expert copywriting and communications services. I always put my client's needs first and uniquely blend my creativity with my knowledge of business and economics. I am happy to provide any examples of my work should you request. I am fully confident you will be pleased with the services I can provide. Looking forward to connecting!
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Equity Research
    Investment Strategy
    SEO Writing
    Real Estate Investment Assistance
    Investment Research
    Landing Page
    Copywriting
    Business Writing
    Content Writing
    Article Writing
    Financial Writing
    Content Marketing Strategy
    Real Estate
    Editing & Proofreading
  • $35 hourly

    • 5.0/5
    • (49 jobs)
    🏆 TOP-RATED and 100% Job Success 🏆 Specialized Finance Writer and Financial Analyst, with a wide range of expertise. I have more than 3 years of experience successfully working as a freelancer and almost 7 years in finance positions. I've earned the recurring trust of clients of all sizes, including well-known names like Unilever (NYSE: UL), Wise (LSE: WISE, formerly TransferWise), and Investing.com. With a background as an Argentinian Economist, I offer more than six years of relevant experience as a financial analyst, with a focus on Latin American, US, and European financial markets. I've been a member of the Upwork community for over three years, consistently delivering outstanding results in challenging finance-related projects and maintaining a spotless reputation with 100% positive reviews. Furthermore, I hold a master's degree in corporate finance. One of my significant achievements includes successfully brokering a transaction involving 3% of Grupo Clarín's float, a publicly listed Argentinian company on the London Stock Exchange as a GDR/ADR. This operation marked the most substantial public exchange in the stock in the past six years. You can verify this transaction on the LSE official website and third-party data providers like Tradingview. It's also showcased in my Upwork history, where I skillfully negotiated with the company's controlling group and other stakeholders. I've dedicated years to analyzing frontier and emerging markets, serving both firms and high-net-worth individuals seeking opportunities in capital markets. My current base of operations is Buenos Aires, Argentina. In my role as a writer and Spanish proofreader, I take pride in maintaining a perfect track record and earning positive feedback for my work as a content creator for economics and finance websites. My expertise extends to a wide range of topics, and I leverage my research skills and knowledge of SEO optimization to create compelling content. Before this, my career path led me to work as a research analyst in a bank's reporting division. Here, my focus was on financial statements and macroeconomic analysis related to Argentina and Brazil. I also delved into political analysis, recognizing its pivotal role in influencing emerging markets. Specifically, I worked extensively on Latin American, European, and US bonds and equities, with experience in analyzing annual reports, integrated reports, and investor presentations. Identifying undervalued or overvalued assets is a crucial aspect of the decision-making process when allocating funds. Argentina's financial market is small which means there is a lot of space to grow. As a corporate professional in Argentina, I have effectively managed teams of writers, researchers, and analysts in a volatile environment. Dealing with challenges such as high inflation, hyperinflation, devaluation, and constantly changing regulations has enriched my knowledge and experience. With more than six years of experience in developing strategies involving derivatives, bonds, and equities, my work as an analyst in frontier markets has equipped me with the skills to manage multi-asset portfolios. The highly undervalued Argentine Peso (ARS) has incentivized me to engage in freelancing. Consequently, I am here to assist companies with tasks and projects that can be efficiently executed by Argentines or in Argentina. Please feel free to contact me, and let's start collaborating!
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Financial Analysis
    Business Writing
    Article
    Copywriting
    Argentinian Spanish Dialect
    Economic Analysis
    Content Writing
    Article Writing
    Capital Markets
    Investment Research
    Market Analysis
    Portfolio Management
    Blog Content
    SEO Writing
    Finance & Accounting
  • $150 hourly

    • 5.0/5
    • (49 jobs)
    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 and Blacksoil Capital in India and Europe. Demonstrated history in providing strategic and corporate finance services to the clients globally. Key skills and services include: Specialized in financial modeling, Pitch decks and Financial / data analysis, . A quick snapshot of services provided: - Pitch Deck / Investor Deck / Presentations - Startup consulting, pro-forma projections and materials - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - 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.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Corporate & Business Development
    Financial Management
    Financial Analysis
    Financial Modeling
    Private Equity
    Investment Research
    Company Valuation
    Corporate Finance
    Mergers & Acquisitions
    Investment Banking
  • $75 hourly

    • 5.0/5
    • (162 jobs)
    Let's face it, no matter what facet of the business world you work in, writing probably isn't your "thing." That's OK, because it is mine, and my job is to make your marketing easier. I am a native English speaker, born and raised in the Southwestern United States, and specialize in content creation and editing in the real estate, finance and investment, and general business sectors for clients around the world. Clients include Arrived Homes (fractional real estate investing), Basic Property Management, Concreit (fractional real estate investing in debt), Crexi, Lendai (real estate lending platform), NAS Investment Solutions (1031 exchanges), Obie (insurance), RealtyMogul, Roofstock, Stessa, and various other firms in the investment real estate, property management, insurance, and accounting industries. There are two pricing packages to choose from, depending on your objectives and budget. Feel free to content me for a customized quote for your project. BASIC The Basic content creation package is best for those who prefer to do their own keyword research and SEO, and who may be working with a more limited budget. Flat-rate pricing for basic content creation includes the following: • Blog post length as specified by client (minimum fee may apply). • Content processed through Copyscape to prevent accidental plagiarism or duplication. • Meta title and description. • Content delivered in a Word or Google document format with H1, H2, and H3 header formats. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. BUSINESS The Business content creation package is best for those concerned with optimizing keyword use and SEO, article tone of voice, and who have a more robust budget. Flat-rate pricing for business content creation includes the following: • Keyword selection based on search phrase or specific keyword(s) selected by client. • Blog post length as specified by client (may be slightly longer at no extra charge), or I can make recommendations for length based on competition research from Clearscope. • Use Clearscope to help produce content that is highly relevant to what people are searching for, • to drive organic traffic. • First, second, or third person voice (client choice). • Post structured with headings H1, H2, H3, etc. • Keyword analysis report to identify secondary and LSI keywords is provided to client for future content ideas • Meta title and description. • Final article run through Grammarly for content improvement suggestions and verify tone of voice. • Final article run through Copyscape to check for and prevent accidental plagiarism. • All content is yours to use any way you like, including blog posts, social media, low-content ebooks, email marketing, and more. After over 25 years in the business, I know the real estate industry inside and out and have personally brokered tens of millions of dollars worth of real estate sales and lease transactions for my clients and for my own portfolio in retail, office, industrial, single-family and multi-family residential income properties, and in raw and subdivided land. I have been awarded the Certified Commercial Investment Member (CCIM) designation, one of the most prestigious professional certifications one can earn in commercial investment real estate. It never hurts to talk, so feel free to contact me if you have a content creation project you'd like to discuss.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Financial Analysis
    Content Development
    Content Creation
    Property Management
    Investment Research
    Real Estate Marketing
    English
    Real Estate
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
  • $40 hourly

    • 4.9/5
    • (122 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***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 revenue 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!
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Pro Forma Statement
    Pitch Deck
    Financial Plans
    Chartered Financial Analyst
    Investment Research
    Investment Banking
    Private Equity
    Valuation
    Financial Forecast
    Financial Analysis
    Financial Modeling
  • $90 hourly

    • 5.0/5
    • (105 jobs)
    I am a Certified Financial Planner and own an operate a fee only registered investment advising firm. I work with small business owners for financial planning, retirement plan administration and wealth management. I also work with individuals for wealth management, Investments, Cash flow modeling, Budgeting, debt management and estate planning.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Research
    Investment Strategy
    Finance & Accounting
    Certified Financial Planner
    Personal Budgeting
    Financial Forecasting
    Financial Analysis
    Financial Modeling
    Investment Research
    Real Estate Investment Assistance
    Financial Planning
  • $100 hourly

    • 5.0/5
    • (140 jobs)
    100% Rated with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 4 years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Copy Editing
    Financial Services
    Finance & Accounting
    Blog Writing
    Financial Writing
    Writing
    Network Planning
    Financial Forecasting
    Investment Research
  • $45 hourly

    • 5.0/5
    • (176 jobs)
    🙌🏽 350 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$20𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 𝗮𝗻𝗱 𝗗𝗲𝗰𝗸𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ Telling the most compelling story to investors through numbers in a Financial Model and through words in a Pitch Deck so they can raise funds successfully ✅ Building an intuitive and easy-to-use Financial Plan that allows them to run their business more effectively as small business owners ✅Advising startup founders on growth, fundraising, proven investor strategies, and financial management best practices Why I’m worth talking to ✅ I've done this a few hundred times before 🔎 I’ll “get” your business model right away without your having to do too much explaining 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you, and can share what I learned Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent" - Felipe Azenha, CEO of CinderFit
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $100 hourly

    • 5.0/5
    • (16 jobs)
    Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Financial Projection
    Pro Forma Statement
    Financial Forecast
    Financial Modeling
    Industry Knowledge
    SQL
    Python
    React
    Cash Flow Modeling
    Excel
    Argus
    Investment Research
    Financial Analysis
    Real Estate Financial Modeling
    Real Estate Acquisition
  • $120 hourly

    • 5.0/5
    • (8 jobs)
    📈 Meet Diego, Your Value Investing Guide! 🚀 Are you seeking a seasoned investment advisor who can navigate the dynamic world of finance with a strong focus on value investing? Look no further! I'm here to empower you with the knowledge and strategies needed to make informed investment decisions. With years of experience in the financial industry, my passion lies in helping individuals like you uncover hidden gems within the market. As a dedicated value investor, I firmly believe in the timeless principles of Benjamin Graham and Warren Buffett, emphasizing the importance of thorough analysis, long-term thinking, and identifying undervalued assets. My mission is to guide you on a path to sustainable wealth creation, providing personalized investment advice and financial analysis tailored to your unique goals and risk tolerance. Together, we'll explore opportunities in the market, seeking out companies with solid fundamentals, competitive advantages, and significant growth potential. Through a meticulous approach to research and analysis, I will equip you with the tools to identify businesses trading at a discount to their intrinsic value. We'll delve into financial statements, dissect key ratios, and carefully evaluate management teams to ensure you make sound investment choices. Beyond just identifying attractive investments, I'm committed to cultivating your financial literacy and empowering you to make confident decisions independently. I'll share valuable insights, proven strategies, and practical tips to help you build a robust portfolio while mitigating risks along the way. Whether you're a seasoned investor seeking to refine your value investing approach or a beginner eager to embark on your investment journey, I'm here to support you every step of the way. Together, we'll unlock the potential of the market, uncover hidden opportunities, and work towards achieving your long-term financial aspirations. So, let's embark on this exciting investment adventure together and uncover value where others may not see it. Get ready to make informed decisions, seize lucrative opportunities, and embark on a prosperous path to financial success! Reach out to me for personalized investment advice and financial analysis rooted in the principles of value investing. Let's grow your wealth strategically and intelligently! 💼💰
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Portfolio Management
    Risk Management
    Technical Analysis
    Bitcoin
    Asset Management
    Investment Strategy
    Cryptocurrency
    Financial Risk
    Financial Forecasting
    Financial Modeling
    Financial Planning
    Financial Analysis
    Investment Research
    Excel
    Python
  • $175 hourly

    • 5.0/5
    • (161 jobs)
    Hello! My name is Foley George, and my goal is to help you make better real estate decisions with comprehensive, detailed analysis. I work in Capital Markets & Asset Management for a publicly-traded REIT in Atlanta, GA where I handle complex modeling and reporting in Argus and Excel, acquisition & disposition analysis, budgeting & forecasting, and packaging of investment committee memorandums. Prior to that I worked in real estate finance for a middle-market debt & equity shop underwriting and securing financing for deals ranging from $1 million-40 million in size. A brief list of the services I specialize in: building and editing financial models in Argus Enterprise and Microsoft Excel; underwriting acquisitions, dispositions and development projects; loan / finance request packages; budgeting & forecasting; lease analysis; contract review; portfolio analytics & reporting; waterfall modeling; investment committee packages; offering memorandums & pitch decks. If your project is in the real estate spectrum but doesn’t fit neatly into one of these categories, even better! I can't wait to learn about it. A non-comprehensive list of asset types I offer expertise in: office, retail, multifamily, self-storage, industrial, hospitality/hotel, medical office, seniors housing, single family, manufactured housing/mobile homes. Relevant education & certifications: - MBA in Real Estate Development, Clemson University - BS in Business Economics, North Greenville University - ARGUS Enterprise Certified - REFM Excel for Real Estate, Levels 1-3 Certified
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Real Estate
    Property Management
    Capital Markets
    Commercial Lease
    Microsoft PowerPoint
    Investment Research
    Real Estate Investment Assistance
    Underwriting
    Financial Analysis
    Argus
    Financial Modeling
    Microsoft Excel
    Real Estate Acquisition
    Real Estate Financial Modeling
  • $56 hourly

    • 5.0/5
    • (29 jobs)
    - I'm a strategy thinker, sales & client relationship management professional. My clients are based in Silicon Valley, Chicago, New York, Los Angeles, Dallas, London and Dubai. - I've managed fortune 500 accounts for a California based IT reseller company En Pointe Technologies, the accounts include IBM, HP, Adobe, Juniper Networks, EMC, McAfee, NEC among many others. - I've worked as a Partnerships Manager for a music/media startup, I managed relations with key stakeholders including musicians, record labels and payment integrators. - Worked as a Sales Consultant for an Amazon Training Academy where I was a top seller. - I have managed regional relationships (Middle East and South Asia) for a Dubai based firm SAMENA Telecom Council. - I have over 15 years of experience in client relations, account management, strategic advisory, market research & competitive analysis - I develop stellar pitch-decks, sales presentations and market research reports for corporate clients, startups, angels and VCs.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Sales & Marketing
    Company Research
    Relationship Building
    Account Management
    Sales Presentation
    Strategic Plan
    Startup Consulting
    Customer Relationship Management
    Online Market Research
    Client Management
    Relationship Management
    Presentations
    Online Research
    Competitive Analysis
    Market Research
    Secondary Research
  • $40 hourly

    • 5.0/5
    • (14 jobs)
    Client feedback on my first Upwork consulting assignment: ⭐⭐⭐⭐⭐ "Hemant is a true professional. Hemant delivers on time and goes above and beyond. We now have a strong business plan, financial model, and a well-thought pricing strategy. The quality of the work is exceptional. He doesn't just do the job but he really cares about your business. His experience makes everything so easy. He can respond to any question. He is extremely quick and very intelligent. If you work with Hemant you are going to the next level." 🏆Profile Brief🏆 ✅ Qualified Chartered Accountant (~US CPA) and certifications in financial modeling and research ✅ 15+ years of financial and investment research experience working with global banking clients - Bank of America, Credit Suisse, Deutsche Bank, Truist, etc. ✅ In-depth equity research and valuation experience across industries and regions. Successfully executed and led investment research projects for public and private companies, managed research teams and Business Unit P&L. ✅ Switched to freelancing to expand my horizon beyond banks/institutional investors and leverage my experience to add value to a large spectrum of startups, niche firms and founders requiring financial modeling, research and financial planning & analysis (FP&A) specialization.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Personal Budgeting
    Budget Management
    Marketing Analytics
    Financial Forecast
    Research Reports
    Financial Writing
    Microsoft Excel
    Budget Plan
    Financial Services
    Financial Planning
    Equity Research
    Investment Research
    Valuation
    Financial Modeling
    Financial Analysis
  • $50 hourly

    • 4.9/5
    • (40 jobs)
    A Financial analyst who is a 🏆 2X Founder 🏆 Stellar Reviews. Every successful business starts with a strong foundation, that foundation includes a strong financial roadmap and the right financial analyst to conduct financial modeling. Whether it’s to apply for funding, a government grant, financials for your business plan or to foresee the financial future and performance of your business idea. There are many reasons why businesses succeed but without a properly constructed financial plan that prepares you for the unforeseen, the chances for success go down significantly. That’s exactly where I come in. I’ve helped Helped many business clients like, Zicaro Ventures start a new FinTech Company called Blue Sage Financial (BlueSageFinancial.com). Deal Leaders Africa with a successful merger that earned them over R20m; Financial Modeling and Financial Analysis for First Avenue Investment Management to identify great stock opportunities. I have vast exposure working with several international clients since I started freelancing on Upwork. Start-up Consulting services include: ✅ Risk and Uncertainty analysis ✅ Building robust Forecasted financial models and valuation ✅ Crafting winning business plans and pitch deck slides ✅ Conducting in-depth market research ✅ Feasibility Study to determine Project Viability/Business Idea ✅ Trend Analysis and Strategy My Financial Modeling and Analyst Consulting services include: ✅ Conducting financial due diligence ✅ Equity investing and research ✅ M&A Financial Modeling – Valuation - Firm Value NPV ✅ Modeling Returns for investment opportunities ✅ Building monthly budgeting and forecasting tools ✅ Creating user-friendly Automated dashboards and metrics. ✅ Financial Statements Analysis (Ratios, Capex, Ebitda, ROI, IRR, etc) Valuation Methods Include: ✅Market Capitalization ✅Times Revenue Method ✅Earnings Multiplier ✅Discounted Cash Flow (DCF) Method ✅Book Value ✅Liquidation Value ✅Dividend Discount Model (DDM) Sounds like a great fit? Click the green “Invite to Job button in the upper right-hand corner of the page and let’s work together! 🚀 Your Financial Analyst. Sandile N. ---------------------------------------------------------------------------------------------------------- Here’s a bit about me – My journey to becoming a Financial Analyst I’ve been working as a Financial Analyst for 4 years now. Achieved TOP Rated Plus in my first year on Upwork due to my hard work and dedication, This means I am considered to be one of the top 5% Financial Analysts and Modelers on Upwork My Experience started at First Avenue Investment Management (Boutique Asset management Company) where I worked as an Equity Financial Research Analyst. Here I learned and researched broader topics about local and International equity stock markets (South Africa and the USA). Exploring various aspects of company valuation, equity investment analysis with focus on competitive advantage, and market share analysis. Exploring different sectors, expanded my knowledge of macro and micro-economic factors, and building comprehensive financial models based on historical patterns, industry/Company drivers. Financial Analyst at Deal Leaders Africa, One of Africa’s Leading Mergers and Acquisitions (M&A) firms. I was preparing financial models, with a focus on present value forecasted free cash flows (NPV) to determine the firm value for the merger sale. In addition, this is where I generated skills relating to business plans and pitch deck presentations in the process of pitching to potential buyers. Senior Financial Analyst at Zicaro Ventures. I assisted with the formation of Blue Sage Financial start-up. Everything from their business plan, pitch deck, research, and financial modeling. My Education I hold a Finance and Investment Management Degree - from the University of South Africa, an Investment Management Certificate from one of SA’s leading independent business schools - ASISA Academy, and International Financial Services Certificate from the CISI Institute in London. This is what you can expect when working with me as your Financial Analyst. ✅ Bulletproof attention to detail. ✅ Available in ANY TIME ZONE 🕐 to prevent communication breakdowns. ✅ Daily/weekly/monthly updates and reports about the project, keeping you up to date. ✅ Fluent in written and spoken English. Nothing gets lost in translation. ✅ World Class Financial Analysis and Financial Modeling services are sure to add value to your business. PS Moto: I believe my education, quantitative and qualitative technical skills acquired from my experience, and my determined spirit will enable me to add value to any position I will be placed into.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Banking
    Investment Research
    Financial Analysis
    Business Planning & Strategy
    Data Modeling
    Financial Forecast
    Microsoft Excel
    Company Valuation
    Industry Research
    Financial Projection
    Startup Consulting
    Business Consulting
    Financial Writing
    Startup Company
    Financial Modeling
  • $90 hourly

    • 5.0/5
    • (39 jobs)
    Over 15 years experience in developing and deploying trading strategies on the Amibroker platform. Advanced knowledge of Amibroker AFL including Custom Backtester, IB TWS Trade Automation, Matrix, Low-Level Graphics, Static Variable Ranking and much more. If you are need assistance in taking your Amibroker project forward, then I can help. I'm happy to consider development projects of any size and complexity. My aim is to help you reach a fruitful conclusion for your project with satisfaction guaranteed. I also have a professional background in software development in the financial industry, and I'm a Certified Financial Technician (CFTe) and full time independent trader.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Python
    AmiBroker Formula Language
    Quantitative Analysis
    Investment Research
    Financial Modeling
  • $200 hourly

    • 4.9/5
    • (155 jobs)
    Award-winning CMO. Let's get your startup funded—exclusive access to VCs, industry experts, influencers, and hype generators. Best-in-industry Associations: - Director of Marketing at Morpheus.Network - Advisor at Vulcan Forged (Top 5 Metaverse) - Consultant to a NASDAQ-listed company - Ex Consultant to Keynote and FantomDC by FTM (Top 30) - Ex consultant at Cryptokitties and FLOW - Ex Vertical Head at F500 Bajaj-Allianz - Ex India Community Manager at BlaBlaCar Accomplished marketer with domain expertise and a proven track record in finance, blockchain, Defi and NFT. 10+ years in advertising and community building for globally acclaimed startups and Fortune 500 companies. Successfully marketed the biggest Ethereum apps, 40+ tokens, and token sales, including Morpheus.Network, Vulcan Forged, Drops NFT and more that raised $500m+. In addition, I have consulted to the insurance giant Bajaj Allianz, India’s biggest telecom Airtel, and drove communications at India’s biggest B2B car rental company CarzOnRent and the world's biggest carpooling company BlaBlaCar.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Research
    Venture Capital Consulting
    Influencer Marketing
    ICO Marketing
    Community Management
    Marketing
    Ethereum
    Bitcoin
    Copywriting
    Blockchain
    Cryptocurrency
    Content Management
    Marketing Strategy
    Social Media Marketing
    Marketing Communications
  • $90 hourly

    • 5.0/5
    • (47 jobs)
    I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Researcher
    Business Writing
    MS Excel
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Accounting
    Accounting
    Financial Modelling
    Finance & Accounting
    Financial Writing
    Equity Research
  • $75 hourly

    • 4.9/5
    • (70 jobs)
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Financial Writing
    Microsoft Excel
    Data Analysis
    Report Writing
    Financial Planning
    Business Plan
    Business Valuation
    Investment Research
    Financial Modeling
    Financial Analysis
  • $125 hourly

    • 5.0/5
    • (61 jobs)
    - 15+ years of experience in investing and valuation - 7 years of experience in Investment Banking and Corporate M&A in New York City - Served as the CFO or interim CFO for 4 start-ups - Founder of 2 companies - 5-star rating on Upwork and Fiverr for performing finance and business-related freelance tasks
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Investment Research
    Business Strategy
    Startup
    Startup Consulting
    Financial Model
    Business Management
    Business Writing
    Business Plan
    Business Modeling
    Investment Banking
    Managerial Finance
    Corporate Finance
    Financial Modeling
    Business Analysis
    Business Valuation
  • $40 hourly

    • 3.8/5
    • (108 jobs)
    Investment and corporate finance Equity research report, Equity Valuation, Stock market analysis, Company valuation, Investment research, ETF analysis, Portfolio Management, Financial risk analysis, Fund screening, Mutual funds analysis, Mergers and acquisitions, Joint ventures, Investment pitch deck, Bond pricing, Economic forecast, Econometrics, Option pricing Fintech l Cryptocurrencies and Blockchain Analyze the crypto ecosystem and produce market reports, coin analysis, training material. ICO research as well as blog post and newsletter. I worked on several crypto related projects. Data l Business and Operations Analysis Extracting insights from data to define strategy, and/or monitor performances. This includes but is not limited to Excel modeling, Analysis of business processes and different business units including production, procurement, fulfillment and inventory management. Implement and monitor KPI to assess operational and financial performance. Former Bloomberg navigation trainer, I also manipulate data for research purposes: Economics, Mergers and Acquisitions, Market research, corporate research, quantitative and qualitative Analysis. Accountant l Financial Analyst Experienced and OHADA trained accountant, certified in Sage accounting, very comfortable with accounting processes, bookkeeping, and reporting. Proficient in several Accounting ERP such as Sage, Waveapps, and Quickbooks Excel Financial Modeling, Budgeting, financial feasibility, business valuation, Portfolio Analysis, Capital Structure analysis
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Bitcoin
    Technical Analysis
    Accounting Principles & Practices
    Investment Research
    Cryptocurrency
    Financial Analysis
    Bloomberg Terminal
    GAAP
    Company Valuation
    Microsoft Excel
    Accounts Receivable
    Intuit QuickBooks
    Bank Reconciliation
    Consumer Research
    Data Analysis
  • $200 hourly

    • 5.0/5
    • (65 jobs)
    Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions!
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Venture Capital Consulting
    Investment Banking
    SaaS
    Financial Management
    Investor Overview
    Business Valuation
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Capital Markets
    Investment Research
    Management Consulting
    Tech & IT
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (38 jobs)
    AI engineer and quant with eight years full-time experience in Algorithmic trading strategies R&D, including: - researching and creating alpha and risk factors (indicators). - optimizing portfolios using CVXPY. - Testing factors and strategies pipelines using alphalens and zipline. - Optimizing strategies and trading systems using AI. - Performing paper trading/backtesting and statistical analysis for trading strategies. - Code strategies on a wide range of stacks, including Amibroker, MT4, Quantconnect, Quantopian, and using native languages such as R, C++, and python. I Built trading systems for a wide range of assets, including stocks, Crypto, and Forex.
    vsuc_fltilesrefresh_TrophyIcon Investment Management
    Algorithm Development
    C++
    Deep Learning
    Artificial Intelligence
    Forex Trading
    Artificial Neural Network
    Data Science
    Quantitative Finance
    Cryptocurrency
    AmiBroker Formula Language
    R
    Machine Learning
    Python
    Data Analysis
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job (it’s free)

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Investment Manager on Upwork?

You can hire a Investment Manager on Upwork in four simple steps:

  • Create a job post tailored to your Investment Manager project scope. We’ll walk you through the process step by step.
  • Browse top Investment Manager talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Investment Manager profiles and interview.
  • Hire the right Investment Manager for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Investment Manager?

Rates charged by Investment Managers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Investment Manager on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Investment Managers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Investment Manager team you need to succeed.

Can I hire a Investment Manager within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Investment Manager proposals within 24 hours of posting a job description.

Schedule a call

Looking to hire for long-term or full-time assignments? See how Full-time hiring on Upwork simplifies the process.