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Clients rate Investment Researchers
Rating is 4.8 out of 5.
4.8/5
based on 1,228 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Investment Researchers
  • $175 hourly

    • 5.0/5
    • (298 jobs)
    Hi! Upwork uses my first name, Royce, but I go by Aaron (my middle name). I am a quantitative /systematic trader that also helps others with all things related to running algorithmic trading systems. This includes tasks such as system modeling/backtesting, data collection/storing, signal processing based on technical indicators, portfolio and position risk management, etc. I am a skilled programmer that writes well documented and organized code that is easy to follow and build upon. But I provide even more value with my trading knowledge and experience. I've contributed to hundreds of successful projects to date, and look forward to taking on many more. Some of my specialties includes using QuantConnect (where I am a recommended consultant), Interactive Brokers API integration, and TradingView. My past and current clients include investment/financial advisors, portfolio managers, CTAs, and professional traders. I also work with individuals that are just getting started in trading. Check out the testimonal below to see what an active client who manages around 150M+ AUM had to say about working with me. If you are interested in learning how to write algorithms for QuantConnect, I've created a training course of 22 different algorithms that I explain in 27 videos, almost 17.5 hours of instruction. Message me if you are interested, and I can send you more information.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Trading Strategy
    Trading Automation
    Financial Trading
    Derivatives Trading
    Quantitative Finance
    Quantitative Analysis
    Project Risk Management
    Forex Trading
    Quantitative Research
    Algorithm Development
    Python
    Cryptocurrency
    Financial Analysis
    Financial Modeling
  • $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 Research
    Equity Research
    Investment Strategy
    SEO Writing
    Real Estate Investment Assistance
    Landing Page
    Copywriting
    Business Writing
    Content Writing
    Article Writing
    Financial Writing
    Content Marketing Strategy
    Real Estate
    Editing & Proofreading
  • $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 Research
    Accounting principles
    Financial Modelling
    Microsoft Excel
    Excel
    Derivatives Trading
    Stock Option Agreement
    Financial Analysis
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (69 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Visual Basic for Applications
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $95 hourly

    • 5.0/5
    • (94 jobs)
    My goal is to help enable the transition towards a more sustainable low carbon economy by creating high-quality and engaging ESG/sustainable/impact investment-related research and content for forward-thinking clients. For example, I often write/research articles, thought pieces, newsletters, copywriting for websites/emails, and I also work on sustainability reports and strategies for companies and fund managers. I’m open to helping with all sustainability-related writing/research projects. I work quickly, on a flexible schedule, and I work well under deadlines. Here's a summary of my background: - Passionate about writing in a way which simplifies complex subjects and makes them engaging and fun to connect with audiences at scale: - Passion for enabling positive environmental & social change; - Chartered Financial Analyst with 20 years of sustainable investment analysis; - Masters in Carbon Management - focused on climate change investing; - Extensive specialist experience in ESG, sustainability, climate change, ethical / impact investing, and natural capital; - Long term track record of managing capital ($1bn+) with strong performance and ESG/ethical outcomes; - Specialist impact investment research/understanding; - Collaborative team player with a positive attitude; - Adaptive, flexible & goal-focused; - Multi-lingual - in the languages of finance, science/conservation, farming, and government. And some recent client feedback: "Simon is an excellent writer and has been a great asset to the team. Sharp, quick and able to create personality in complex financial topics. He is eager to learn new domains and write things that are a joy to read. Will 100% be hiring him again." Qayyum, ESG Analytics "Simon worked on a Sustainability project with me. It was a delight to work with him, as I found him knowledgeable, collaborative, hard-working, and flexible. I highly recommend hiring Simon!!" Asha, Global Delta Capital "Very responsive and provided a research backed article for us with a very quick turnaround. Will continue to use!" ESG team, K2Fly "Simon was great to work with. Delivered as per expectations and great communication. Highly recommended." Rohit, Floofers
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Report Writing
    Newsletter Writing
    Financial Analysis
    Writing
    Investment Strategy
    Sustainability
    Copywriting
    Company Research
  • $42 hourly

    • 4.8/5
    • (55 jobs)
    I turn complex ideas into plain language. I have written policy documents, academic papers, magazine articles, business requirements, and general research reports. I worked for Australia's central bank for 11 years, a hedge fund for one year, a business development NGO for two years, and have been working as a full-time professional writer for over three years. I have a Bachelor's degree in Commerce and Economics (Honours) from the Australian National University and a Master's in Political Economy from Sydney University. I was born and raised in Australia but am currently on a family adventure in North Macedonia. I provide the following services: 1. Business, finance, consulting, and current event articles (with SEO) 2. Bespoke research, reports, and infographics My career highlights include: - writing an article for the Reserve Bank's Bulletin on a change to the pricing policy for cash machines; - working as a Subject Matter Expert and Business Analyst on a multi-million dollar project connected to Asset-Backed-Securities; and - creating and editing a quarterly research newsletter and dashboard (including data analytics) for the think-tank Macedonia2025 - writing articles for Capital Finance International and Business Vision magazines I look forward to helping you in your endeavor!
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Report Writing
    Business Writing
    Business Analysis
    Economic Analysis
    Business Consulting
  • $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 Research
    Financial Analysis
    Private Equity
    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 Research
    Underwriting
    Capital Markets
    Presentation Design
    Pitch Decks
    Investment Preparation
    Investment Strategy
    Accounting
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Real Estate
  • $65 hourly

    • 4.9/5
    • (152 jobs)
    Hello. Greetings from Nashville. Thanks for taking a look at my profile. To cover my qualifications: - 11 years on Upwork. I am a full-time freelancer and put my Upwork work first. I work only on-platform and know how to maximize client cost-effectiveness through responsible recording of time, sticking to the agreed-to-budget, and producing work that is appreciated for its value. - Expert Vetted This means I have been pre-screened through 1:1 personal interviews by the Upwork Talent Team. My projects have been checked to verify that they represent expert-level work delivered to many clients over a period of years. - Personally | +150 projects and +5000 work hours completed. This has amassed a profound basis of experience and expertise within me. - Onshore Founding Partner | Jain & Co "Digital Marketing/Sales Consulting Collective" We offer, as a team of 50+ resources that offer the full suite of services provided by Digital Marketing agencies. We augment that expertise base with SDR-BDR to vCSO sales consulting services. - 35 years in business. I entered the corporate workforce in 1986. I bring deep business experience to my projects. From 1990 to 1997, I led the sales and marketing function for a start-up that grew from 10 people to 600 in six years. We then sold the firm for more than $70 million. The early-ins did well financially. Since then, I have been financially secure and built my life around a wonderful career as a sales consultant, C-level executive, Digital Marketing Agency partner, and writer. ____________________________________________________________________________ Education | Sales Training - My educational credentials include a: BS in Electrical Engineering (Texas A&M, '84) MBA in Finance (Texas A&M, '86). - I have formal sales training from: NCR | Major Account Sales IBM | Major Account Sales Miller Heiman.| SMB to SMB and B to Corporate gold standard of sales training _______________________________________________________________________________ Here is a list of my personal focus areas in service. Please keep in mind I have worked on more than 150 major projects on Upwork, so I have developed a lot of skills! - Strategic Consulting | C-level Fractional CSO Services I provide "C-level" management consulting, market strategy analysis, cash flow analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. - Full Stack Digital Marketing | U.S. (onshore) project management The Jain & Companyis a combined onshore/offshore Digital Marketing Agency. In our model, I provide the onshore services of project formation, proposal development, and inclusion of my specialized services to augment the PPC, SEO, BRANDING, and SITE BUILD services we source from offshore. - Sales Consulting | Field Sales Services My core industry for decades has been in sales. Throughout my 30 years in the selling profession, I have worked in ranges from SMB:SMB to B:Corporate sales environments. My work has included interim front-line sales activity, the design of CRMS, SDR and BDR Coaching, sales forecasting, and funnel management processes. I am a specialist in IT sales, with skills that transfer nicely into practically any service or complex-product based environment. - Business and Technology Writing In 2007, to celebrate my 'mid-life crisis', I bought a nice sailboat, moved to Key West, and decided to become a writer. This was the genesis of my Upwork career. Since then, I have completed more than 60 writing projects, including every form of major business writing: websites, social media content, print materials, information sheets, sales collateral, and blogs. On the blog side, I am a ghostwriter-published content creator for Forbes Online. _______________________________________________________________________________ I provide pro bono services upfront to learn your business model, gain knowledge about the project, and form my proposal. This typically includes 3 to 4 calls and multiple email communications to make sure I understand the project completely before I quote time and effort. Thank you for your time, and have a great day! John
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Writing
    Website Copywriting
    SEO Strategy
    Sales Management
    SEO-Based Website
    Business Process Reengineering
    Marketing Strategy
    Business Process Modeling
    Strategic Plan
    Financial Analysis
    Business Plan
  • $15 hourly

    • 4.9/5
    • (10 jobs)
    Financial Analyst and CFA Level II Candidate with MBA in Finance and experience in Commercial Real Estate. Seeking to leverage my financial and professional expertise and enhance my skills to be a good resource. Expertise in excel and data processing.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Forecasting
    Financial Modeling
    Financial Analysis
    Accounting Basics
    Visual Basic for Applications
    Macro Programming
    Accounting
    Pro Forma Statement
    Content Writing
    Financial Planning
    Valuation
    Microsoft Excel
    Data Entry
  • $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 Research
    Personal Budgeting
    Budget Management
    Marketing Analytics
    Financial Forecast
    Research Reports
    Financial Writing
    Microsoft Excel
    Budget Plan
    Financial Services
    Financial Planning
    Equity Research
    Valuation
    Financial Modeling
    Financial Analysis
  • $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 Research
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Pro Forma Statement
    Pitch Deck
    Financial Plans
    Chartered Financial Analyst
    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 Research
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Investment Strategy
    Finance & Accounting
    Certified Financial Planner
    Personal Budgeting
    Financial Forecasting
    Financial Analysis
    Financial Modeling
    Real Estate Investment Assistance
    Financial Planning
  • $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 Research
    Financial Projection
    Pro Forma Statement
    Financial Forecast
    Financial Modeling
    Industry Knowledge
    SQL
    Python
    React
    Cash Flow Modeling
    Excel
    Argus
    Financial Analysis
    Real Estate Financial Modeling
    Real Estate Acquisition
  • $350 hourly

    • 5.0/5
    • (12 jobs)
    Analytical real estate finance professional with 15+ years experience creating value through diverse, innovative investment and asset management strategies for both institutional and non-institutional investors. Proven asset and portfolio management capabilities and responsive relationship management skills contribute to positive outcomes at property- and portfolio-level. Strategic thinker with ability to articulate complex investment structures and strategies to investors through both written and verbal communications.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Valuation
    Portfolio Management
    Asset Management
    Financial Modeling
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Real Estate
    Microsoft Excel
  • $150 hourly

    • 5.0/5
    • (68 jobs)
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Financial Projection
    Pro Forma Statement
    Presentations
    Financial Projection
    Financial Modeling
    Financial Analysis
    Financial Model
    Pitch Deck
    Real Estate & Construction
    Real Estate Acquisition
    Real Estate Investment Assistance
    Project Finance
    Finance
    Microsoft Excel
    Real Estate Financial Modeling
  • $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 Research
    Copy Editing
    Financial Services
    Finance & Accounting
    Blog Writing
    Financial Writing
    Writing
    Network Planning
    Financial Forecasting
  • $45 hourly

    • 5.0/5
    • (177 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 Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $120 hourly

    • 4.9/5
    • (81 jobs)
    If you're reading this, it means that you've found the right right-handed writer to write your content. I’ll work directly with you to capture your brand’s voice and vision, then turn that into digestible, value-added content your customers look forward to reading. No keyword stuffing. No clickbait. Just informative, actionable information that provides value to your target audience at the top of the funnel. This is the best way to: • build foundational goodwill for your company • assert authority and trustworthiness • develop lifelong, loyal customers My content expertise includes: • Long-form research, strategic proposals, and white papers • SEO and conversion-optimized blogs and articles • Engaging social media posts • Effective landing pages • Compelling product descriptions I have a diverse background and can quickly research new fields, but my specializations are: • Finance, investing, and economics. I write about money in a way that helps readers understand and make more of it. • eCommerce and business. One of my past clients dubbed me “the prophet of profits.” • Investor-oriented education materials and communications. I’ll write you the perfect pitch so your business doesn’t get stuck in the ditch. Along with spending 10+ years as an officer in the Army, I also have my MBA. That means you'll get my tactical strategies merged with transforming difficult and complex topics into easy-to-understand writing to help you bridge the gap between you and your customers. In addition to exhaustive self-editing, I’ll run your product by professional editors and various online tools to ensure that the final deliverable is as close to publishable as possible. I have portfolio examples of many different writing styles and types geared toward different audiences. Chances are, no matter what you need, I can show you what I can do before I'm hired. I look forward to hearing about your project! Areas of emphasis: private equity & credit, venture capital, alternative investments, wealth management, personal finance, & financial literacy
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Business Report
    Business Editing
    Editorial Writing
    White Paper
    Blog Writing
    Essay Writing
    Financial Writing
    White Paper Writing
    Content Writing
    Online Writing
    Business Writing
    Article Writing
    Report Writing
    Writing
  • $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 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
  • $125 hourly

    • 4.4/5
    • (214 jobs)
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Business Strategy
    Executive Coaching
    Pitch Deck
    Sales & Marketing
    Business Writing
    Finance
    Microsoft Excel
    Financial Writing
    Due Diligence
    Marketing Strategy
    Market Analysis
    Market Research
    Budget Plan
    Financial Analysis
    Financial Modeling
  • $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 Research
    Researcher
    Business Writing
    MS Excel
    Microsoft PowerPoint
    Investment Strategy
    Financial Accounting
    Accounting
    Financial Modelling
    Finance & Accounting
    Financial Writing
    Equity Research
  • $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 Research
    Mergers & Acquisitions
    Business Consulting
    Modeling
    Acquisitions
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • $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 Research
    Python
    AmiBroker Formula Language
    Quantitative Analysis
    Financial Modeling
  • $40 hourly

    • 4.7/5
    • (675 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Business Plan
    Financial Accounting
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $100 hourly

    • 5.0/5
    • (22 jobs)
    I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Corporate Finance
    Business Modeling
    Business Consulting
    Financial Modeling
    Investment Banking
    Real Estate Investment Assistance
    Real Estate
    Financial Analysis
    Mergers & Acquisitions
    Business Valuation
    Real Estate Financial Modeling
    Private Equity
    Microsoft Excel
  • $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 Research
    Financial Writing
    Microsoft Excel
    Data Analysis
    Report Writing
    Financial Planning
    Business Plan
    Business Valuation
    Financial Modeling
    Financial Analysis
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