Hire the Best Investment Preparation Freelancers
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I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Student at New York University's Stern School of Business, with prior experiences in private equity, hedge funds, government FP&A, and at an investment bank. Advanced financial modeling and data analytics skills within Excel, Python, Power BI, PowerPoint, and VBA. Ranked 4th worldwide at Financial Modelling Collegiate World Championships.

Hedge fund professional that can provide lessons, insights and experience into equity trading. Specialize in both long and shorts.

100% Job Success 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 6+ 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.

I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.

Are you looking for a professional with over seven years of experience in capital markets and expertise in data management and analysis? 📢 I bring in-depth knowledge of fixed-income, equities, and FX, combined with advanced data handling and analytical skills. My experience includes designing and implementing effective strategies that drive results and uncover valuable opportunities across various environments. 📢 By leveraging my ability to analyze complex data and assess risks, I can deliver actionable insights that support strategic decision-making and unlock growth potential in financial and non-financial contexts alike. I can help you on: ✅Create or fixed error formula (vlookup, hlookup, power pivot, complex conditional IF, etc) ✅Data analysis/insight ✅Data cleansing (duplicates, error) ✅Merge multiple Excel/sheets into one ✅Comparing/Matching data and finding the gap ✅Summary for report ✅Re-formatting (Separation, categorization ✅Manage or organize data ✅Provide meaningful insights through exploring data, identify patterns, trends, and anomalies. ✅Apply statistical techniques to analyze data and extract the insights. ✅Compelling data visualizations to communicate insights and present it in a clear and understandable manner. ✅Provide recommendations based on analysis. Let’s connect to explore how my expertise can drive meaningful outcomes for your organization across diverse challenges and objectives.