Hire the Best Investment Preparation Freelancers
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Experienced Corporate Finance and Investment Professional I am a highly skilled Corporate Finance and Investment Professional with extensive experience in Corporate Finance Advisory, Financial Modeling, Business Valuations, and Private Equity transactions. Having successfully worked with both global financial institutions and boutique advisory firms, I deliver tailored, value-driven solutions that help businesses thrive. My commitment to excellence and attention to detail ensure every project is completed with precision and strategic insight. Core Services and Expertise CFA Level I Candidate (CFA Institute) Certified Investment Banking Professional (New York Institute of Finance): Expertise in business sales, acquisitions, capital raising, financial reporting, and strategic planning. Data Science for Investment Professionals (Certified by CFA Institute): Proficient in qualitative analysis, Python programming, and advanced financial modeling. Deal Structuring: Specialized in buyouts, mergers, acquisitions, divestitures, company sales, and equity/debt financing. Deal Negotiations: Expertise in structuring and negotiating business sales, acquisitions, and financing transactions. Financial Due Diligence: Comprehensive analysis to evaluate acquisitions and investment opportunities. Advanced Financial and Operational Modeling: Development of robust, user-friendly models, including: Discounted Cash Flow (DCF) and Multiples-Based Valuations. Models designed for acquisitions, buyouts, recapitalizations, private equity, venture capital, debt financing, and portfolio analysis. Business and Investor Documentation: Expert in creating persuasive business plans, investor presentations, Private Placement Memoranda (PPMs), and prospectuses. Industry Experience I bring deep insights and hands-on expertise across various sectors, including: Healthcare Services (Egypt and Saudi markets) Pharmaceuticals Financial Services Human Resources Food & Beverages Automotive Consumer Packaged Goods (CPG) Transportation Materials and Industrial (Cement, Paper, Ceramics) Microfinance Recent Projects Developed business and financial plans for private equity investment firms. Conducted business valuations for publicly listed companies in Canada, the USA, and Australia. Delivered pre-IPO valuations for high-growth companies. Built comprehensive financial models for startups and established ventures. Performed financial due diligence for Food & Beverage sector transactions. What I Offer I specialize in creating dynamic financial models that are easy to use and adaptable to any business scenario. My models provide real-time updates, enabling you and your stakeholders to: Conduct detailed "What If?" scenarios. Perform sensitivity analysis and break-even analysis. Seamlessly test revenue, profit margins, operating expenses, investments, and valuation assumptions. Whether you need a robust revenue model, a strategic business plan, or a streamlined cash flow management system, I am here to help. My goal is to provide actionable insights that empower you to make informed decisions with confidence. Languages and Communication I am fluent in English, German, and Arabic, allowing me to collaborate effectively with diverse clients across global markets.

You're probably tired of seeing freelancers who just summarize financial ratios and call it a “deep analysis.” If what you need is someone who can dig deep into the why, not just the what—then you're in the right place. I’m an Equity analyst with over five years of experience specializing in analyzing financial statements and writing investment reports for publicly listed companies in Vietnam. I also enjoy working with data in Excel and have strong skills in building and managing financial models. I take pride in being careful and responsible in every project I take on. Unlike many freelancers who want to finish the job quickly and move on, I work with the goal of delivering real value. My mission is to help others through my passion, knowledge, and experience—not just to earn money. I'm happy to revise and improve the work until you are fully satisfied, and I’m even willing to accept a lower rate if I feel the work does not meet the standard I aim for. In my career, I have written many detailed research reports that were highly rated by clients, including industry reports on insurance and aviation in Vietnam, as well as reports on individual companies across multiple sectors such as oil&gas, manufacturing, insurance. I also run a finance-focused fanpage to share knowledge and research with individual investors, especially those who may not have enough time or background to study financial markets deeply. Here’s what I do best: ✅ Financial statement analysis with insights that go beyond surface-level numbers ✅ Custom financial models and projections using Excel ✅ Industry research and investment report writing, especially for insurance, aviation, oil and gas, and manufacturing ✅ Creating investment content that is simple and helpful for individual investors Most people just explain what happened with the numbers. I focus on why it happened and what it means. That’s what sets my work apart. When we work together, you can expect clear and thoughtful analysis, fast delivery, and support throughout the project. Whether you are an investor, startup founder, business owner, or only a student, I am here to help you make smarter decisions based on real insights. Let’s connect and build something meaningful together. ------------------------------------------------------------------------------------------------------------------- TL;DR (Too long; didn’t read? Here's a summary): ✅ Expert in financial analysis, company valuation, and investment writing ✅ Over 5 years in equity research (Vietnam) + MSc Investment Analysis (UK) ✅ Work style: Thoughtful, detailed, client-first ✅ Mission-driven: Financial empowerment for individuals and small investors ✅ Flexible with rates, timelines, and client needs—let’s discuss ------------------------------------------------------------------------------------------------------------------- MORE ABOUT ME ❓Why I do what I do❓ I grew up in a small farming community in Vietnam, where many people lost money to financial scams due to lack of knowledge. That’s what sparked my mission: to bring financial understanding to more people, one analysis at a time. During 2021-2023, I’ve: ✅ Led educational projects on personal finance and investing for Vietnamese individuals ✅ Mentored university students in national investment competitions (Vietnam CFA Research Challenge ) ✅ Built mini-courses and webinars to teach long-term investing in my company for individual investor. And now, I want to bring that passion and skill to help you make more informed decisions.

I am a CFA and CMT charterholder with more than 15 years of experience in investment management, portfolio strategy, financial analysis, data science and financial content creation. I have managed multi-asset portfolios, developed factor models and valuation frameworks, launched investment products, and led complex strategic initiatives involving senior management, regulators and cross-functional teams. My technical expertise includes Python, machine learning, agentic AI, quantitative research, technical analysis and algorithmic trading. I have built AI agents for trading analytics, model evaluation, walk-forward optimization and strategy parameter testing, as well as automated portfolio reporting, exposure analysis and benchmark comparisons. I am also an experienced financial writer and editor, including work for Investopedia, and use AI tools to produce accurate, original and engaging financial content efficiently.

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.

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.

✅ 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.