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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
  • $195 hourly

    • 5.0/5
    • (327 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. 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, TradeStation, and TradingView. I've learned a lot about technical analysis going through the Chartered Market Technician (CMT) program where I've passed all three of the exams on my first try. I'm currently working on becoming a chartered member. 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
  • $175 hourly

    • 5.0/5
    • (282 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 * 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) * Cryptocurrency/Token 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) 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 * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - 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
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Financial Analysis
    Private Equity
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $80 hourly

    • 5.0/5
    • (111 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
    Real Estate Investment Assistance
    Landing Page
    Copywriting
    Business Writing
    Content Writing
    Financial Writing
    Editing & Proofreading
    SEO Writing
    Article Writing
    Content Marketing Strategy
    Real Estate
  • $95 hourly

    • 5.0/5
    • (13 jobs)
    I'm a financial markets professional with a background in software engineering (full-stack+data). - I've worked as a partner/portfolio allocator in a systematic cross-asset quant hedge fund in London. I was designing algorithms and leading a team, independently managing our projects to completion. - I set up a data infrastructure involving multiple industry-level APIs. - I have a strong knowledge of different asset classes (equity, commodities, FX, credit, rates...) and instrument modelling (options, bonds, etc...) - Dual expertise: as easy in software development as in portfolio management, accepting projects for both.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Investment Banking
    Project Risk Management
    Data Processing
    Investment Strategy
    Algorithm Development
    Engineering Simulation
    Data Collection
    Data Cleaning
    Data Interpretation
    Marketing Analytics
    Statistics
    Data Analysis
  • $150 hourly

    • 5.0/5
    • (74 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
  • $45 hourly

    • 5.0/5
    • (15 jobs)
    I am a highly driven and entrepreneurial individual with experience in financial analysis, AI prompt engineering, and data labeling. I run my own stock market research publication that focuses on disruptive tech companies. My over 6,000 subscribers trust me for the quality of my research and my timely recommendations. Here's how I can help you: • I played a pivotal role in the development of an Al model that automates financial analysis for publicly traded companies -- I can analyze & evaluate your AI model or AI-generated output to make sure it delivers the desired results. • I have successfully monetized a stock market research publication, generating $5,000 in subscription revenue on the launch day -- I can help you build your online growth strategy. • I have written a 75-page investment guide -- I can help you build a portfolio of assets or analyze the financial performance of an organization. • I have consistently provided high-quality content to readers through over 400 newsletters -- I can deliver high-quality investment content for your publication. • I have conducted fundamental analysis on hundreds of publicly traded companies -- I can evaluate the viability of a business and growth strategy, and provide recommendations on how to improve a company's financial performance.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Email Marketing Strategy
    Email Marketing
    Financial Analysis
    Financial Report
    Social Media Strategy
    Entrepreneurship
    Customer Retention
    Digital Marketing Strategy
    Finance
    Financial Writing
    Social Media Management
    Investment Portfolio Review
    Economics
    Report Writing
  • $175 hourly

    • 4.8/5
    • (30 jobs)
    With over 15 years of experience both on Wall Street and in Corporate Finance, I developed a strong ability to build complex financial models, break down financial statements, forecast business and macro trends, and consolidate work into easily digestible conclusions. Understanding what creates value and how to grow a profitable business allows me to help clients reach higher potential. I'm here to help you with all your finance needs to guide, scale, monitor, strengthen, and present your business. I have experiences ranging from serving as a fractional CFO for pre-revenue startups to assisting in financial strategy and reporting for multibillion dollar global businesses as well as advising management teams, board of directors, and investors on investment, M&A, fund raising, and valuation work. I have utilized these skills to help found two start-ups and now work as a financial consultant. My professional career and success has been founded on extreme attention to detail, process improvement, and an overall focus on streamlining procedures to consistently exceed expectations for my clients. I specialize in the following: • Business Strategy • 3-statement (P&L, balance sheet, and cash flow) modeling • Cash flow management, modeling, and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Business valuation • Financial data and process improvement/optimization • Sales and custom KPI dashboards, forecasts, and tracking • Sensitivity and multiple scenario analyses • M&A and LBO acquisition modeling • Operational and financial modeling • Financial due diligence for acquisitions • Company, industry, and market research • Excel file and data cleanup, analysis, and visualization
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Financial Analysis & Valuation
    Cash Flow Analysis
    Cash Flow Modeling
    Strategic Planning
    Budget Planning
    Microsoft Excel
    Company Valuation
    Financial Projection
    Financial Modeling
    Operations Analytics
    Forecasting
    Financial Analysis
    KPI Metric Development
  • $85 hourly

    • 5.0/5
    • (15 jobs)
    Hello, thank you for considering me for your project! I am originally from Germany and since then have gained 7+ years of investment and asset management experience in private equity and the social investment sector in London, UK My career to date is characterised best by having an abundance of investment analysis, financial modelling, due diligence, deal execution, business planning, budget reviews and project management assignments. Since transitioning into the impact/social investment sector, I have built bespoke financial models, conducted social impact assessments and analyses and managed grant/debt and equity investments. (Certificate in ESG Investing Holder, CFA Society UK) Let's find out how we can work together!
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Forecasting
    Financial Modeling
    Financial Analysis
    Hospitality
    Feasibility Study
    Entrepreneurship
    Underwriting
    Business Analysis
    Pitch Deck
    Fundraising Presentation
    Social Impact Assessment
    Religious, Charitable & Nonprofit
    Business Plan
    Microsoft Excel
  • $60 hourly

    • 5.0/5
    • (58 jobs)
    Aman Jindal is a Chartered Accountant (equivalent to CPA & CFA), possessing 9+ years’ experience in finance, investment and accounting domain which includes CFO services, Valuation, M&A, Financial Modelling, Book Keeping (as per IFRS, IAS and US GAAP), Data Visualisation, Business planning, Capital budgeting, etc. He was associated with EY (Big4) as Senior Valuation Analyst where he built several financial models and performed valuations with highest standard of quality, for many Fortune 500 companies from diverse industry/sector such as Oracle, Facebook, Microsoft, Dell, etc. Currently he is working as fractional CFO/Financial manager of multiple companies such as Mundo Prints, FCS, Fun Club, etc. Qualification 1: CA (equivalent to CPA and CFA) Qualification 2: CFA level 3 candidate Qualification 3: Masters in Accounting and Finance Types of projects handled so far: a) CFO services: Strategically manages financial risks and drives company growth by optimizing financial performance through meticulous planning and insightful analysis. He ensures robust financial health, aligning financial strategies with long-term business objectives. a) Valuation: Start-up valuation, IPO valuation, Intellectual property valuation, Private Equity Valuation, private debt instruments, M&A transactions, intangible asset valuation, PPA, impairment testing. b) Financial modelling: Forecasting, Business planning, feasibility study, financial planning, capital budgeting c) Investment and Finance research: Tailored study in equity, fixed income, currency, and commodities market. Research specific to an economy, industry or company utilising premium research database is also carried out. d) Investor/Buyer search: Assisted start-ups and growing companies in finding suitable buyer/investor for their business plan. e) Pitch deck: Drafted pitch-deck to communicate the value proposition of client’s business to targeted buyer/investor. Key Skills: Financial analysis, Advance Excel, VBA/Macros, Report writing, Fluid communication. Language: English/Hindi
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Company Valuation
    Equity Research
    Accounting
    Equity Valuation
    Financial Analysis & Valuation
    Valuation
    Business Valuation
    Excel Macros
    Microsoft Excel
    Financial Model
    Fundraising
    Financial Analysis
    Forecasting
    Business Planning & Strategy
    Financial Modeling
    Income Statement
  • $75 hourly

    • 5.0/5
    • (173 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 Research
    Financial Analysis
    Content Development
    Content Creation
    Property Management
    Real Estate Marketing
    Case Studies
    Blog Writing
    Search Engine Optimization
    Content Writing
    Article Writing
    Copywriting
    English
    Real Estate
  • $190 hourly

    • 5.0/5
    • (143 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
    Derivatives Trading
    Stock Option Agreement
    Microsoft Excel
    Accounting Principles & Practices
    Financial Modeling
    Financial Analysis
  • $110 hourly

    • 5.0/5
    • (38 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
  • $100 hourly

    • 5.0/5
    • (54 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
    Business Writing
    Financial Writing
    Equity Research
    Financial Accounting
    Finance & Accounting
    Investment Strategy
  • $95 hourly

    • 5.0/5
    • (98 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
  • $135 hourly

    • 4.9/5
    • (241 jobs)
    Hello! I am a PhD-trained Behavioral Economist with academic and industry experience. However, my academic and technical writing skills are not limited to Business. I work with Ph.D. students and faculty in multiple disciplines, performing research, revisions, and content development. Although trained as a quantitative researcher, I have spent several years conducting qualitative research. Additionally, I’m a peer-reviewer for several top-tier academic journals. I have ten years of industry experience in M&A, investor relations, quality management, FinTech, and venture capital. Most of my consulting experience is in dynamic industries, where the firm's operating environment necessitates innovative business strategies to achieve sustainable competitive advantages. Here's a sample of the services I offer for academic clients: -Research proposals: Creating novel, meaningful, and impactful research questions; background, problem and purpose statements, basic research design/methodology, and theory. -Dissertation work: Content development of --Introduction, including background, problem and purpose statements, research objectives, proposed methodology, etc. The objective of this chapter is to “hook the reader.” -- Literature review, synthesizing seminal and contemporary research and logically leads to your research questions or hypotheses. --Methodology, research design, sampling methodology, population, statistical and non-statistical data analysis methods (e.g., qualitative methods such as semi-structured interviews and focus groups), anticipated limitations, etc. Then, I can complete IRB applications and prepare you for your proposal defense, including creating proposal defense materials and personal mock presentation training. --Reporting quantitative or qualitative results through statistical or non-quant analyses and reporting such as thematic analysis or grounded theory. --Discussion and conclusions based on results reported in the previous chapter/section, as well as areas of future research. --WRITING: Many of you put the above together but need minor to significant help elevating your writing to the Ph.D. level. --APA 7th edition and other reference styles with or without citation management systems If a section exists in a dissertation or academic manuscript, I can deal with it. Here’s a sample of the work I perform for industry clients: --Competitive landscape analyses with functional and innovative strategic solutions --Pitch materials, particularly those designed to solicit seed round investment from targeted investors using behavioral economic analyses. --White papers and trade research that provide functional, real-world benefits for your firm, legitimacy, and industry recognition. SET UP A CONSULTATION AND LET'S FIND A SOLUTION THAT WORKS!
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Social Science
    Business Writing
    Business Research
    Research Methods
    Research Proposals
    Market Research
    Academic Writing
    Technical Writing
    Ghostwriting
    Research Papers
    Qualitative Research
    Quantitative Research
    Academic Editing
    Company Research
    Market Analysis
    Corporate Finance
    Content Writing
  • $75 hourly

    • 5.0/5
    • (421 jobs)
    I am a research analyst with 10+ years' experience - most of those as a freelancer. With an academic background in history and cultural anthropology, I employ both qualitative and quantitative strategies to deliver actionable insights. Selected industry experience: SaaS (B2B & B2C) Healthcare Industrial Manufacturing Power/Utilities Financial Services Retail/CPG Frequent report types include: ☑️ Company Research ☑️ Market Research (TAM/SAM/SOM) ☑️ Competitive analysis (SWOT, Market Mapping, Landscape) ☑️ Industry briefings ☑️ Desk research ☑️ Customer research & segmentation (secondary) ☑️ Research strategy consulting ☑️ Long-term research support If you have a potential project and would like to learn more about my services, please reach out! I look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Company Research
    Google Sheets
    Critical Thinking Skills
    Business Intelligence
    Topic Research
    Research Methods
    Brand Research
    Qualitative Research
    Market Analysis
    Market Research
    Competitive Analysis
  • $90 hourly

    • 5.0/5
    • (127 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
    Investment Strategy
    Certified Financial Planner
    Real Estate Investment Assistance
    Personal Budgeting
    Finance & Accounting
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $50 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
    Marketing Analytics
    Financial Writing
    Financial Planning
    Financial Analysis
    Valuation
    Equity Research
    Financial Modeling
    Budget Management
    Microsoft Excel
  • $64 hourly

    • 4.5/5
    • (58 jobs)
    Economist by the Universidad del Pacífico with an MBA by the University of British Columbia, Canada. FRM Earned the Financial Risk Manager Designation. CFA Level II candidate. Experienced in risk management strategic consulting, investment banking, corporate banking and personal banking. Part Time Finance Professor for the Capital Markets course and CFA Workshop at Universidad del Pacífico and Universidad Peruana de Ciencias Aplicadas.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Financial Risk
    Market Research
    Business Consulting
    Financial Analysis
    Marketing Strategy
    Management Consulting
    Financial Modeling
    Investment Banking
    Corporate Strategy
  • $45 hourly

    • 5.0/5
    • (367 jobs)
    🙌🏽 600+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$75𝗠+ 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 "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 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 you 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
  • $70 hourly

    • 4.9/5
    • (189 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***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 financial 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
    Private Equity
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $200 hourly

    • 5.0/5
    • (163 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 Research
    Microsoft PowerPoint
    Real Estate
    Capital Markets
    Commercial Lease
    Real Estate Investment Assistance
    Underwriting
    Argus
    Real Estate Financial Modeling
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (160 jobs)
    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 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
    Network Planning
    Finance & Accounting
    Writing
    Blog Writing
    Financial Writing
  • $100 hourly

    • 5.0/5
    • (18 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 Modeling
    Industry Knowledge
    React
    Cash Flow Modeling
    Argus
    Real Estate Financial Modeling
    Financial Analysis
    Python
    SQL
  • $125 hourly

    • 4.6/5
    • (102 jobs)
    As a fractional CMO and finance expert, I help leading B2B and B2C brands in finance, fintech, and SaaS – like the New York Stock Exchange, Franklin Templeton, and Credit Karma – develop and execute winning marketing strategies that educate, engage, and convert their target audiences. Leveraging my 5+ years of experience as an Upwork Expert-Vetted and Top Rated Plus freelancer, I deliver results-driven solutions through: *SEO-Optimized Content: Crafting compelling articles, website copy, and executive ghostwriting that position clients as industry thought leaders *Marketing Strategy: Developing comprehensive plans that align with business goals and drive growth *Email Campaigns: Consistently achieving open rates above 40% and driving conversions *SEO Strategy & Ranking: Helping clients achieve first-page rankings for target keywords and drive organic traffic With my educational foundation in finance and practical experience at firms like Greystar and Brookfield Asset Management, I deliver sophisticated yet accessible insights into banking, fintech, markets, and more. As your fractional CMO, I collaborate closely with your team to develop and implement data-driven marketing strategies that cut through the noise and deliver measurable results. Ready to take your marketing to the next level? Let's schedule a consultation to discuss how my expertise can help you achieve your goals and drive business growth.
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Google Search Console
    SEO Audit
    Email & Newsletter
    Marketing Consulting
    Copywriting
    Article
    Blog Content
    Financial Writing
    Content Writing
    AI Content Writing
    Content Marketing
    SEO Writing
    English
    Content Marketing Strategy
    Blog Writing
  • $200 hourly

    • 4.9/5
    • (158 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 - 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, 100+ tokens, and token sales, including Morpheus.Network, Vulcan Forged, Drops NFT and more that raised $700m+. 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
    ICO Marketing
    Marketing
    Community Management
    Copywriting
    Bitcoin
    Cryptocurrency
    Marketing Communications
    Content Management
    Blockchain
    Marketing Strategy
    Influencer Marketing
    Social Media Marketing
  • $40 hourly

    • 4.9/5
    • (124 jobs)
    ✅𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁 ✅ 𝗣𝗵𝗗 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝘀𝘁 ✅ 𝗗𝗮𝘁𝗮 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝘀𝘁 ✅𝗦𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗶𝗮𝗻 With over a decade of diverse experience, I excel in financial modeling, economic research, and applying data science techniques to solve complex business problems. My unique blend of expertise in 𝗙𝗶𝗻𝗮𝗻𝗰𝗲, 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀, and 𝗗𝗮𝘁𝗮 𝘀𝗰𝗶𝗲𝗻𝗰𝗲 allows me to deliver powerful insights that drive decision-making and growth for businesses. ✅ 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: As a certified Financial Modeling and Valuation Analyst (FMVA) and CFA Level III candidate, I specialize in building sophisticated financial models for you. My expertise: • Financial Modelling, Valuation & Forecasting • Sensitivity Analysis • Budgeting & Corporate Finance • Credit, Market, and Liquidity Risk Analysis • Financial Econometrics/Timeseries ✅ 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝘀𝘁: Holding a PhD in Applied Economics, I’ve authored seven research papers and developed econometric models that inform policy and market strategies. My expertise includes: • Qualitative and Quantitative Research • Macroeconomic Analysis • Economic Forecasting • Time Series/Econometric/Statistical Modelling ✅𝗗𝗮𝘁𝗮 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝘀𝘁/𝗦𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗶𝗮𝗻 With a strong background in statistics and data science, I use advanced techniques to unlock value from data: • Predictive Analytics & Machine Learning Modeling • Data Mining/Data Extraction • Data Visualization & Reporting • Tools: SQL, Python, R, EViews, STATA, SPSS, MATLAB, NVivo,
    vsuc_fltilesrefresh_TrophyIcon Investment Research
    Beautiful Soup
    Python
    NVivo
    Financial Writing
    Academic Writing
    Economics
    Statistics
    Financial Modeling
    EViews
    Econometrics
    Data Analysis
    Quantitative Research
    Qualitative Research
    R
    Stata
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