Hire the Best Investment Preparation Freelancers
in the United Kingdom

I'm a business analyst with 5 yrs of experience in forecasting the performance of public companies, valuing their equity, analyzing sector trends, writing investment views, and presenting investment ideas to institutional investors. I also have data analysis skills.

✅ Why Work with Juri von Randow • Proven Expertise: The only options trading authority on Upwork with a verified 65% return in 2024. • Secrets Unlocked: I share proven strategies, tools, sources, and guide you to manage risk, avoid pitfalls, and build a winning routine. ✅ What I Bring to the Table 1. Stock Options Expertise: I teach advanced strategies to optimize risk, return, and leverage. 2. Quantitative Insights: I uncover actionable opportunities through data-driven analysis. 3. Financial Storytelling: I craft award-winning investment research with unique stock options insights. 4. Tailored Solutions: I create custom strategies for traders, investors, and funds, including automation. ✅ About Me • Proven Investor: Built a strong track record managing a high-performing options investment firm. • Financial Innovator: Designed tools and leveraged products for institutional clients. • Experienced Educator: Teaching mastery of stock options trading with focus on risk & capital efficiency. • Entrepreneurial Achiever: Built and exited successful ventures in fashion, hospitality, and services. • Global Investment Banker: Gained deep expertise in M&A and ECM in London and on Wall Street.

I am a CFA-qualified freelance investment writer with over 20 years of financial services experience. Based in the UK, I specialise in producing content for investment managers, wealth managers, financial advisers, financial publications, and FinTech companies. Whether it’s a simple one-off project or a long-term assignment, I can assist you with: - Thought leadership - Portfolio commentary - Market commentary - Wealth management content - Equity/stock research and content - Mutual funds / ETF research and content - FinTech content - Investment Policy Statements (IPS) - Investment guides - Thematic investment reports - Ghostwriting - Financial editing - Other bespoke investment/financial writing I have worked in both private wealth and institutional asset management and have knowledge in relation to equities, fixed income, alternative investments (private equity, commodities, real estate), ESG investment strategies, hedge funds, family offices, mutual funds, ETFs, investment trusts, and more. Companies/organisations that I have produced content for include: - BlackRock - Credit Suisse - WisdomTree - Industrial and Commercial Bank of China - Close Brothers Asset Management - eToro - CMC Markets - Good Money Guide - The Motley Fool - 2iQ Research - Featherstone Partners - Bowmore Wealth Management - IQ-EQ - Saudi Arabia Public Investment Fund (PIF) I am deadline driven, and I aim to consistently exceed my clients' expectations. A link to my personal investment writing website is attached below. Please don't hesitate to get in touch if you believe I could help you with your requirements.

MBA Finance, CFA UK IMC, and NSE Certified Market Professional. Over 15 years of experience spanning investment banking, custodian banking, entrepreneurship, and equity research. I have a track record of delivering top services and working at a reasonable price with a win-win attitude with my clients. My clientele includes equity research firms, hedge funds, financial publications, international investors to name a few. Geographically I have worked with clients from the US, UK, Canada, Europe, Australia, and South Korea. Dedicate, hardworking, trustworthiness are some of the skills helped me to win a lot of clients. Service Description: Equity Research of Global Stocks. Help to build a profitable portfolio. Analyzing SEC filings, earnings transcript, and investor presentations. Tracking the economic data and how it has an influence on the stock market. Participating in due diligence calls with CEO's, CFO's and preparing research reports on companies. Writing financial articles to various websites. One of the leading contributor on estimize. My focus is on economic indicators. Experience in writing blind reports from CIM. Experience in writing a Confidential Business Review Preparation of Pitch Decks Experience as a stockbroker Investment analyst Preparation of Confidential Information Memorandum Industry report and analysis Equity research of biotechnology stocks Equity research on marijuana stocks Equity research of US and Europe stocks Portfolio Adviser Investor relations Mutual funds and ETF research Data analysis Editor Financial news websites writing Why you should hire me: Top-rated freelancer and client-focused. International stock investors can focus on their work and can save time by outsourcing the work of picking the right stocks, studying the financial reports, portfolio management, and any other stock related activities to me wherein I do research on stocks with keen interest and dedication as my own portfolio. I review the views of different investment banks and take a very broad view of stocks. I believe in win-win situations with a motive to give good returns to your hard-earned money. Research firms or financial news companies can hire me to write research reports or news analysis and can save costs. I always strive to give a fair view of stocks. I also write on cryptocurrency. Fund houses can hire to research stock and portfolio management. Startups can benefit from initial testing of their platforms. They also benefit from my frank opinion. I give my best to my clients and have developed long term relationships with my clients. Last but not least a bit thank you to all my clients !!!

BIO ----- I am an investment professional (CFA, CQF and Msc) with +15 years' experience in investments and technology in multiple roles such (Portfolio Manager, Investment Analyst, Data Scientist, and Head of Equities) for top-tier firms such as Santander AM, BNP Paribas, LCAM and Jefferies International. Nowadays I am regularly involved in freelance projects that require a combination of investments knowledge and Data Science & Machine Learning expertise for clients such as UHNWIs, Family Offices and investment firms (Hedge Funds, Pension Plans, Investment Banks); while also acting as Visiting Lecturer delivering "Data Science and Machine Learning" at University of London and as a lead of the CFA UK Data Science and Machine Learning Working Group. Contact me if you have any of the following needs: -------------------------------------------------------------- • You are looking for a experienced investment professional to invest your capital (track record available). • You are looking for a professional that combines machine learning and investments knowledge. • You are looking for an experienced equity research analyst to conduct in-depth bottom-up analysis. • You are looking for a professional to carry out an alternative data and machine learning project related to investments/finance. KEY SKILLS: ---------------- • Investments: portfolio management, corporate finance, forensic accounting analysis, fundamental analysis, and advanced corporate finance excel modelling. • IT: Advanced coding (Python, R, VBA, SQL), Machine Learning applications for investing. • Languages: Spanish (Mother Tongue), English (Native), French (Basic) • Other: corporate trainer, university lecturer, public speaker

I help clients and investors build investor-ready pitch decks, financial models, and valuation analyses. My work focuses on fundraising, private equity, venture capital, and start-ups, turning complex data into clear, persuasive materials. I bring hands-on experience in fundraising, financial modelling, due diligence, equity research, and valuation. I’ve worked directly with private equity investors, venture capitalists, and other investors to evaluate opportunities, fund strategies, and growth potential. What I Deliver - Pitch Decks: Data-driven and compelling, tailored for VC, PE, and angel fundraising. - Financial Modelling & Valuation: DCF, IRR, scenario analysis, and 3-statement models. - Private Research: Deal evaluation with thesis and pipeline analysis. - Equity Research: Company valuation and sector analysis with actionable insights. Why Choose Me: - Delivered due diligence on 30+ private market opportunities. - Built and maintained equity and valuation models across sectors. - Skilled at aligning financial storytelling with investor expectations.