Hire the best Investment Researchers in California

Check out Investment Researchers in California with the skills you need for your next job.

Get started

$120 hourly
Bryan J.
- 5.0/5
- (54 jobs)
Hello There, I am a freelancer with over 10 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

Investment Research
Visual Basic for Applications
Financial Analysis
Chartered Financial Analyst
Valuation
Corporate Finance
Pitchbook
Pro Forma Statement
Python
Data Analysis
Financial Modeling
Finance & Accounting
Intuit QuickBooks
$40 hourly
Zuraiz C.
- 5.0/5
- (11 jobs)
I have 7 years of diversified experience working as a Consultant and bookkeeper in Assurance and Business Advisory Service Line and served various industries during my professional career in various roles and job descriptions. I was involved in the review of internal control framework and map it with ADAA prescribed internal control framework (COSO) during his role in Internal Audit in a UAE based global Dynamic-Sourcing-Entity engaged in sourcing of Home Textiles with a global footprint across Europe, America and the MENA region. As a part of review, he reviewed the internal control framework, identified gaps in internal controls system with ADAA prescribed framework and developed implementation plan to address those gaps. He was also responsible for Business-Process-Reengineering of supply chain and contributed towards bringing efficiency and effectiveness in the procurement and ordering processes and reducing lead time. He efficiently uses PwC’s tools for his work. I was involved in the BPR most recognized and distinguished hospitality brand with presence across 7 cities. During the course of assignment, I was also involved in the Demerger of Food Division and the remaining divisions into two separate entities. Work on Demerger included Business Valuation (using PwC e-Valuation), feasibility of demerger, cost –benefit analysis, valuation of assets (including intangible assets e.g. Brands, customer lists etc.), post-demerger synergies, tax implications and benefits from de-merger and survival plans including cash flow projections, budgets and development of Internal Controls and Business Processes I worked Pepsi Cola (Snacks Division) for a period of 3 months. I was involved in overseeing the Manufacturing and Inventory Management. My JD also included preparing budgets for the weekly production targets including regular updating of BOMs, thorough overview of the Internal controls over movement of raw materials, work-in-process and finished goods throughout the manufacturing process. He was also responsible for reporting any failures in the Key Controls (KC) and advising and developing better processes to ensure compliance with KCs. Waste & Scrap Management and budgeting and Cash flow forecasting for the Plant’s operations was also in the scope of my job description. I was involved as a key engagement member in the Third Party Validation & Assurance over the 3-Dimensional-Disbursement-Process first time used in Pakistan on large scale by a Provincial Government for the relief of the victims of the Floods by a Government backed Disaster Management Authority. My role included testing the operating effectiveness of controls over disbursement process, obtaining feedback from the users and preparing Accept-Reject testing over the process to include in the Final Deliverables to client. I was also involved as a key engagement member in the TPV & Monitoring-of-controls over disbursement of the biggest lending of Micro-finance loans for individual entrepreneurs by Government in the history of the Pakistan. I was involved in various roles in statutory audits of the numerous clients. My roles included the following: -Leading the team and guidance and review of the work of team members. -Developing business & the overall industry understanding. -Developing process understanding of key areas including Revenue and Receivables, Production and Inventory, Property Plant & Equipment, Human Resource, Working Capital, Purchasing & Payables, Cash & Bank Management & Administration and Operations. -Using PwC’s Audit techniques and tools to efficiently perform the Audits including PwC’s Audit Guide, PwC Inform, PwC Connect, Halo and Global Template Manager etc. -Developing control testing plan by obtaining understanding of the process, identifying key risk areas and controls implemented and evaluating the operating effectiveness of the controls. -Analyzing and evaluating the underlying assumptions of cash flow forecasts, projections and budgets to evaluate the Going-Concern assumption of the clients. -Performing Risk Assessment Analytics to identify elevated risk areas and forming audit plan to address the assessed risks during the course of Audit. -Review of Minutes of BOD’s Meetings to understand the development and forward direction of business and preparing and presenting communication plan. -Development and execution of Audit Plan including calculation of materiality, evidence gathering procedures and substantive analytical procedures to efficiently perform the engagement. -Evaluating the accounting policies and estimates. First time adoption of IFRS 09, IFRS15 and IFRS 16. -Completion and drafting the audit report, reviewing and finalizing the working papers for assignment.

Investment Research
Accounting Principles & Practices
Internal Auditing
Business Consulting
Corporate Finance
Project Finance
Financial Audit
General Ledger
Chart of Accounts
Internal Control
$130 hourly
Gabe B.
- 5.0/5
- (7 jobs)
Hey there! I'm a 3x startup founder, raised Venture Capital, invested in 10+ startups as an Angel Investor, created an angel investment group that has raised $$ from 70+ angel investors and hold an MBA from University of Southern California. I've personally pitched projects to win over $25mm in business across 10+ years of Business Development experience. I specialize in helping startups create winning pitch decks that attract investors and customers. My services include: - Pitch deck investor grade feedback & coaching - Storytelling and messaging - Framework & design - Competitive analysis and market research - Financial projections and modeling - Pitch delivery coaching and practice - VC outreach strategy Whether you're a first-time founder or a seasoned entrepreneur looking to raise your next round of funding, I can help you create a pitch deck that tells your story, showcases your product or service, and highlights your team's strengths. I can also provide feedback on your pitch delivery and help you prepare for investor meetings and demo days. Let me leverage my startup experience, hundreds of hours reviewing thousands of pitch decks and an overpriced MBA from USC to help you with your startup! I work closely with my clients to understand their business & fundraising goals, so I can tailor my services to their specific needs. My approach is collaborative and iterative, and I always aim to exceed my clients' expectations. If you're ready to take your startup to the next level, let's connect and discuss how I can help you create or refine a compelling pitch deck that gets you $$$.. BONUS: ***Since I’m new to Upwork, my rates are currently 30% off for my first (5) clients*** (I’ve worked with dozens of startups before, just not on Upwork)

Investment Research
Lean Startup
Business Strategy
Business
Business Development
Pitch Deck
Fundraising
Startup Consulting
Presentation Design
Leadership Skills
Financial Modeling
Sales
Entrepreneurship
Market Research
Presentations
$95 hourly
Austin L.
- 5.0/5
- (5 jobs)
Freelance financial consultant, MBA graduate, and CFA Charterholder with 10+ years of experience working in financial services. Excel and financial modeling expert with high attention to detail and excellent communication skills.

Investment Research
Chartered Financial Analyst
Financial Modeling
Financial Consulting
Investment Strategy
Financial Analysis & Valuation
Financial Analysis
Microsoft Excel
$85 hourly
Teri G.
- 4.9/5
- (34 jobs)
I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers. I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this). As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years. I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams. I look forward to talking with you about how I can help your business.

Investment Research
Microsoft Excel
Equity Research
Blog Writing
Project Risk Management
Financial Writing
Ebook
Newsletter Writing
Private Equity
Investment Strategy
$55 hourly
Austin D.
- 4.8/5
- (13 jobs)
Writer specializing in financial markets. Currently the Producer for the Forward Guidance and On The Margin podcasts by Blockworks.

Investment Research
Financial Trading
Capital Markets
Qualitative Research
Technical Writing
Content Writing
Search Engine Optimization
English
Politics
Software
Business Writing
Article
$300 hourly
Josh P.
- 5.0/5
- (6 jobs)
I am a senior M&A consultant and capital raising strategist with 15+ years of experience in mergers and acquisitions, investment analysis, deal financing, and arranging tailored capital solutions. With a 100% Job Success rating on Upwork, I focus on expert transaction advisory and hands-on deal support, delivering high-impact outcomes that meet institutional-quality standards. My consulting expertise includes: -Top-tier financial modeling and valuation -Investor-grade pitch deck creation and fundraising materials -Comprehensive commercial and financial due diligence -Debt & equity financing for growth, buyouts, and special situations I have a proven track record of leading end-to-end deal execution, excelling in investment underwriting, deal structuring, and transaction negotiations. I specialize in managing the entire M&A and capital-raising process, ensuring seamless execution and maximum value creation. I work with a diverse range of clients, including: -High-growth startups and SME's -Large corporations and investment banks -Private equity firms and family offices -Independent sponsors and strategic investors Before transitioning to project-based work, I spent 10+ years in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for top middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, with a track record exceeding $1.2 billion in aggregate deal value. Some of my recent notable projects include: -Directed 3 comprehensive Quality of Earnings engagements for a prestigious Top 100 accounting firm -Served as M&A sole advisor in the strategic sale of ESG software company to global private equity fund -Created engaging and robust virtual work experience programs and job simulation modules for top Wall Street investment banking firms including Bank of America Securities, Citigroup, and TD Securities -Developed a deeply detailed, scenario-based financial model for specialty wellness brand's seed round -Led a complex $4.5 million leveraged buyout of home services provider, coordinating all aspects of the transaction for an independent sponsor, achieving a successful acquisition under tight market conditions -Crafted an intricate valuation model, investment memorandum, and targeted buyers list for a boutique IB -Orchestrated a $51 million private debt refinancing for a leading environmental waste recycling facility -Authored critical slides for a VC-backed subscription company's investor and board deck, contributing to a successful $25 million Series C financing round with compelling narrative and data-driven insights -Secured and structured $11 million in senior and mezzanine financing for the acquisition of an industrial heat treat equipment manufacturer, skillfully navigating challenging lender objectives to close the deal -Drove a $5 million acquisition of a regional construction rental company, managing the transaction from start to finish for a family office direct investor, ensuring a strategic expansion of their portfolio

Investment Research
Content Writing
Pitchbook
Company Valuation
Financial Analysis
Market Analysis
Corporate Finance
Private Equity
Mergers & Acquisitions
Valuation
Financial Modeling
Due Diligence
Competitive Analysis
Investment Banking
$150 hourly
Derek B.
- 5.0/5
- (1 job)
Owner of boutique capital advisory firm specializing in sourcing equity and debt capital for seed and growth stage companies. Core competencies include: Investor research and targeting Pitch development and creation Financial analysis and financial data presentation Credit underwriting and credit structuring

Investment Research
Outreach Strategy
Finance
Financial Modeling
Life Science
Strategy
Data Analytics
Finance & Accounting
Capital Markets
PowerPoint Presentation
Venture Capital Consulting
Venture Capital
$60 hourly
Landry Y.
- 5.0/5
- (2 jobs)
I’ve had the opportunity to work one-on-one with companies across different industries including SaaS, fintech, blockchain and climate-tech. I love developing go-to-market solutions for entrepreneurs and early stage startups. My personal mission is to help companies like yours that need guidance with planning/execution by uncovering data and insights to grow your business operations. Highlights: - Drove 158% annual revenue growth with business development execution - Helped a startup climate-tech company exit/acquisition - Built and executed SaaS go-to-market, distribution, onboarding, and retention plan resulting in 50% year-over-year growth. - Price analytics & modeling for a competitive and profitable pricing strategy, benchmarking and forecasting demand to design an optimal price structure, which contributed to a 20% increase in overall profit margin. - Ongoing financial statement analysis, leading to the identification of cost-saving opportunities through variance analysis, contributing to a 15% reduction in operating expenses. I've spent a decade working with small and start up businesses, helping them to make informed decisions for executing operational improvement, go-to-market/product launches, fundraising, and revenue-growth strategies. Before this, I worked 10 years in the financial industry in NYC and Europe. As a Chartered Financial Analyst (CFA), the gold-standard for financial knowledge and ethics, I have a deep understanding of financial analysis, modeling and valuation techniques. My focus is on getting results and growing your company by: 1) Framing the right questions, 2) Generating the right analytics and insights, 3) Deploying actionable strategies and measuring results. If you would like to explore your project in more detail together, let’s schedule an intro call.

Investment Research
Competitive Analysis
Business Planning & Strategy
Partnership Development
Fundraising
Business Modeling
Strategic Planning
Market Research
KPI Metric Development
Data Analytics
Financial Modeling
Blockchain, NFT & Cryptocurrency
Growth Strategy
Business Plan
Business Consulting
$200 hourly
Joshua S.
- 5.0/5
- (2 jobs)
Part of the Top 1% Expert-Vetted Talent on Upwork With a focus on AI and Product Innovation, I led pivotal transformations as the Lead Product Manager for Microsoft 365 AI (2016-2022), turning concepts into impactful, customer-centric products. Key Achievements: • Microsoft (2016-2022): Directed AI Language Experiences, pioneering features like Live Captions & Subtitles and Intelligent Translation across Teams and Office, reaching 40M+ DAUs in 110+ global markets. • ShopCierge (shopcierge.ai): Launched a GPT-4-powered AI shopping assistant platform that delivers 24/7 sales & support, adopted by eCommerce leaders such as invertek.au, enhancing their customer experiences and bottom line. • Fluid (fluid.computer): Developed the world's first software-only (SaaS) platform for advanced natural motion interaction and touchless 3D user experiences, for eCommerce and beyond. • Josta Tech (josta.tech): Established this consultancy to offer tailored AI-centric product development, market insights, and investment strategy, partnering with prominent expert networks. Dedicated to harnessing Generative AI, I have a proven track record of elevating customer satisfaction and loyalty while delivering operational excellence for small businesses to large enterprises. You provide the aspiration, I'll delineate the route. Beyond advice, I guarantee 100% satisfaction in delivering tangible results. Let's shape your vision into accomplishments. Let's start our journey with a free 30-minute consultation.

Investment Research
Large Language Model
Chatbot
Technical Writing
ChatGPT
Innovation Strategy
Computer Vision
Artificial Intelligence
Cloud Computing
User Experience Design
Natural Language Processing
Product Roadmap
Product Development
Product Strategy
Product Management
$80 hourly
Lester S.
- 5.0/5
- (3 jobs)
Hey there, I’m Lester, and I’m ready to bring my expertise to your team to drive innovation and growth and partnerships like never before. I’m a seasoned and highly experienced international business consultant. I’m on Upwork because I love the discovery of new projects. Let’s start with my passion for artificial intelligence and Web3—I’ve been at the forefront of these fields, working with cutting-edge reasoning models and reinforcement learning systems. I’ve integrated these technologies into a wide range of systems across industries, helping businesses harness the power of AI and Web3 to stay ahead of the curve. My extensive experience in crypto and Web3 doesn’t stop there; I’ve worked with $150 million nonprofits, guiding them through the complexities of adopting and understanding these technologies to maximize their impact. Now, let’s talk startups. I was the for we COO of Xsport Global, a publicly traded startup, where I led the charge through high-pressure growth phases. Most recently, I also built TeXmed from the ground up, securing a transformative strategic partnership with Microsoft and landing multi-million-dollar deals that propelled us forward. On the global stage, I’ve got deep expertise in international real estate development consulting, particularly in the Latin American region (LATAM), where I’ve tackled transformative projects that demanded both global vision and local insight. And as a founding partner of Trust Solutions International, I’m all about creating solutions for tomorrow—building a future where innovation meets impact. If you’re looking for a leader who can innovate, scale, and deliver on a global level, let’s connect—I’m ready to help your vision take flight!

Investment Research
Business Development
Freelance Marketing
Cryptocurrency
Web3
Digital Media
Google Workspace
Product Development
International Development
Marketing
International Business
Business
User Experience
Due Diligence
Blockchain
$128 hourly
David C.
- 5.0/5
- (11 jobs)
David Chapman is a distinguished investor excelling in the realms of finance and data analysis. As an accredited investor, he possesses extensive knowledge and experience in evaluating investment opportunities and making sound decisions. Additionally, as an investment advisor, David implements strategies to optimize returns while mitigating risks, earning the trust of clients. His combination of financial acumen, data expertise, and portfolio management skills positions him as a sought-after professional in the industry, ensuring optimal outcomes in complex investment landscapes.

Investment Research
Data Analytics & Visualization Software
Investment Portfolio Review
Tax Strategy
Data Analysis
$150 hourly
Ray R.
- 5.0/5
- (1 job)
Main: I'm a former management consultant and startup BizOps Lead that can advise you on business planning, strategy, market research, competitive analysis, investment due diligence, process reviews, data analysis, and executive coaching. Aside, I can also help with career planning, consulting interview prep, MBA apps, and leadership coaching! Credentials: Consulting @ Bain & Company, BizOps @ Point.com, MBA from Harvard Business School, BS in Engineering from Berkeley

Investment Research
Data Analysis Consultation
Due Diligence
Private Equity
Presentations
Financial Modeling
Market Analysis
TAM Analysis
Project Management Office
Market Research
Corporate Strategy
Business Strategy
Financial Analysis
Strategy
Management Consulting
$55 hourly
Zena E.
- 5.0/5
- (1 job)
Are you looking to grow your real estate operations? Look no further. I'm an experienced real estate investor with a passion to help others build their investment portfolio. With years of experience under my belt and a real estate license, I can help companies & business owners acquire properties, prepare investment strategies, undergo due diligence processes. My knowledge in financial analysis, market research and procurement can be a strong addition to your team. ------ SERVICES #Comparative Market Analysis (CMA) Seeking your next investment opportunity? Obtain detailed analysis into market insights, property valuations, and market trends. Gain access to comprehensive property value reports that empower you to make well-informed decisions swiftly. #Financial Analysis For ongoing projects or future acquisitions, receive financial projections and analyses tailored to real estate investments. Benefit from ROI calculations and cash flow assessments. #Bookkeeping & Accounting Leverage my expertise in Excel and QuickBooks Online to streamline accounting for your business, enhancing workflow organization and preparing seamlessly for tax season. #Procurement Due Diligence Comprehensive services that include reviewing property inspection reports, title search & review, and strategic exit planning to make informed decisions during procurement. #Negotiation Stepping closer to finalizing a deal but feeling overwhelmed? Receive assistance in negotiations, whether it's price discussions, lease terms, or managing transactional intricacies. #Consulting Consultation services cater to small business owners seeking assistance to enter the real estate world, navigating the complexities of real estate ventures from start to finish. #Client Representation during Real Estate transactions (exclusive to California)

Investment Research
Property Management
Residential Remodeling
Real Estate Virtual Assistance
Real Estate Closing
Real Estate Business Plan
QuickBooks Online
Real Estate Acquisition
Real Estate Investment Assistance
Investment Strategy
Accounting Basics
Intuit QuickBooks
$85 hourly
Chanele C.
- 5.0/5
- (1 job)
I am an experienced professional in the investment management industry having worked for a $2T asset manager for 8 years. I have expertise in pitch deck creation, business development proposals, go-to-market strategy creation, and financial modeling. I am an MBA graduate from the Haas School of Business at U.C. Berkeley (2024) with coursework in finance, strategy, and entrepreneurship. Additionally, I have my Chartered Alternative Investment Analyst (CAIA) charter and passed the CFA Institute’s Certificate in ESG investing. I am passionate about working with clients to generate business growth. Services provided include the following: * Market research and strategy: Market analysis, market sizing - TAM SOM SAM, market entry barriers, competitive analysis, SWOT analysis, trend forecasting, consumer behavior, go-to-market strategies * Business presentation / pitch reviews * Resumes and LinkedIn: Resume writing, resume development, CV/resume translation, LinkedIn profile creation, Linkedin development, LinkedIn profile optimization * Content writing * Business analysis * Design thinking analysis

Investment Research
Presentation Design
Business Presentation
Content Writing
Market Research
LinkedIn Profile Optimization
LinkedIn Profile Creation
CV/Resume Translation
Resume Development
Resume Design
Due Diligence
Resume Writing
RFP Writing
Go-to-Market Strategy
Strategy
$220 hourly
John M.
- 5.0/5
- (25 jobs)
“My co-founder and I could not give higher praise to John. Aside from being a complete genius with the numbers, his attitude makes you want to keep him around for the long haul. He always met his deadlines, worked fast, delivered more than we needed by understanding the complexities of our unique startup and made a custom editable projection sheet for us. During stressful times we would reach out and he always made himself available to us immediately to answer investor questions and even drove to meet us several times to walk us through the numbers step by step with incredible patience. Long story short, you can't go wrong with John.” “He is a wizard. Super patient, very knowledgeable. Easy to get along with. Finance and numbers aren't my strong point. He broke everything down for me, created a user friendly finance template that even I understood how to fill out. Will totally hire again! Do you and your business a favor and hire John!” “John was everything I was looking for on this assignment. He totally added value and had the highest levels of responsiveness and professionalism I could ask for. He is also clear about what he can and can't do (as a creative, I can ask for the moon sometimes, lol) and has great communication throughout the process, which makes him easy and a joy to work with. I like working with varsity A-List level players, and John is all that and more. I don't think you can go wrong with him, and I will certainly be engaging him again.” ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Specialize in Startup Finance: Startup finance is completely unique, and, unless you have someone who knows how to work with startups, you’re likely to get a model meant for a larger enterprise. These models might look good, but they fail to capture the details required of startup projections. While larger companies can project growth based on the past, as a startup you need projections built from the ground up to help investors (and your team!) understand the key drivers of your business. I started my financial career working as an analyst for a startup accelerator, and have been working with startups for the past 7 years, helping them fund, launch, and grow their incredible projects. I have worked with startups in SaaS, B2B, B2C, ecommerce, mobile app, fintech, healthcare, retail, media, and real estate, and am always expanding my portfolio. I also work on the investment side, doing analysis projects and projections for Venture Capitalists, and bring that experience to all of my projects. -Custom analysis and analytics: If your company requires custom analytics or business analysis, look no further. I use Excel to analyze data and create custom dashboards that show your business’ Key Performance Indicators, and have created analyses that allow companies to predict Customer LTV and breakeven day for a mobile app, understand what ROAS and CPA targets get them to their cash flow goal, and see opportunities for new product lines to increase LTV. -Models Tailored to Your Business: No two businesses are alike, and no two models I create are alike. I make sure to get to know your business and your team so that the model works for you, and is laid out in a way that makes it easy to understand and use. I make sure to reflect your business in a way that is easily presentable to investors and will help you pitch your business. -Readily Available for Clients: In a lot of ways finance can be like a foreign language. If you come from a non-finance background, it can be tough to understand at first. After completing your model, I’ll walk you through it step-by-step and make sure you fully understand how everything works and that it exceeds your expectations. If you ever have questions on the model, startup fundraising, a new product launch, or anything else, I am always available for my clients. Other facts about me: -I am a CFA Charterholder, and hold an MBA from the University of Southern California -I am an expert user in Excel, and enjoy using the program to create custom analyses for clients. I frequently use Excel for advanced data analysis and statistical modeling that go far beyond typical financial analysis, and love finding new applications for it. -I previously worked on a deal for a professional sports franchise. I also worked on a deal for a craft brewery and a well-known CPG company.

Investment Research
Startup Consulting
Financial Modeling
Business Modeling
Microsoft Excel
Financial Analysis
$60 hourly
Rick T.
- 5.0/5
- (63 jobs)
I've written numerous real estate, economic, and financial courses and college textbooks for some of the best-known publishers and real estate schools in the nation. To date, I've written entire real estate courses and books (100 to 500+ pages each) for at least 25 individual states as well as national courses. I've also held eight (8) different real estate, securities, and mortgage brokerage licenses; been interviewed on multiple television and radio shows; given countless speeches to large investor audiences over the years; ghostwritten millions of words for some of the most respected educational and investment firms in the nation; and I'm a graduate of the University of Southern California. I've been very fortunate to be a long time contributing writer for national publications such as Creative Real Estate Magazine (published for almost 40 years; I was their most published author between 1998 and 2008). Creative Real Estate featured me on the cover of their May 2006 issue in a cover story entitled "A Creative Financier." I've had hundreds of articles published nationally in magazines, newspapers, internet sites, newsletters, and other sources. I've written for several real estate investment firms (including Wall Street firms) and many of the largest crowdfunding platforms for real estate over the years. These same financial organizations used my writing content to inspire more investors, buyers, and sellers to work with them. A few of these Wall Street and Crowdfunding CEOs used my ghostwritten work as their own when reaching out to their client base. I was the most published independent author for CRE Online (a publisher with no affiliation to Creative Real Estate magazine) between 2013 and 2018. CRE Online has been one of the most viewed, best-known, and oldest real estate investing websites in the U.S. over the past few decades. Additionally, I've written articles for The Scotsman Guide (the most read mortgage publication in America), REI Wealth Monthly (one of the most read digital real estate publications), Realty 411 Magazine (I've been their #1 most published writer for several years), and for the REI (Real Estate Investing) Club group and website, which is one of the largest real estate investing sites in America. The site is affiliated with hundreds of real estate investing clubs throughout the USA. Writing is one of my true passions in life, so I hope to be able to assist more clients with their writing needs. My main interest is to build long-term relationships with my clients. Thank you for taking the time to review my profile.

Investment Research
Ebook Writing
Financial Writing
Writing
Real Estate Law
Ghostwriting
Article Writing
Blog Writing
Book Writing
Creative Writing
Content Writing
Editing & Proofreading
Real Estate
Business Writing
$190 hourly
Lucas W.
- 5.0/5
- (73 jobs)
My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

Investment Research
Business Plan
Industry Research
Business Consulting
Marketing Strategy
Financial Analysis
SaaS
Pitch Deck
Market Analysis
Startup Consulting
Equity Research
Venture Capital
Business Valuation
Proposal Writing
Content Writing
Financial Writing
$125 hourly
Chris H.
- 4.8/5
- (17 jobs)
Active options trader with background in technology sector. Seeking investment advisor or coaching role focusing on equities options. Can provide guidance or create materials (articles, whitepapers, tutorials, market research, presentations, videos) on technical analysis, stock and options trading.

Investment Research
Inventory Management
Data Science
Financial Analysis
Quantitative Finance
Writing
Business Coaching
Stock Option Agreement
Capital Markets
Portfolio Management
$125 hourly
Sam L.
- 5.0/5
- (2 jobs)
Fractional CFO doing hands-on bookkeeping and providing strategic advice. I am a California-licensed CPA, CFA charterholder, and MBA graduate from UCLA. I will set-up, clean-up, and maintain your accounting records so you can focus on running the business. I will synthesis the business insights in 5 sentences each month without accounting jargon. I am currently CFO of a $10m scientific equipment R&D firm and VP of Finance at a seed stage real estate rent-to-own start-up. I have led finance and operations teams at series B and series D real estate start-ups. I have 16 years of accounting and finance experience spanning entertainment, real estate, tech, and asset management industries. I can help you with any project that involves financial statements, from fixing your old Quickbooks entries to making sense of an acquisition offer.

Investment Research
Chinese
Financial Reporting
Essay Writing
CPA
Bookkeeping
Account Management
Translation
Microsoft Excel
$40 hourly
Emile A.
- 0.0/5
- (0 jobs)
I leverage experience in freelance writing, SEO, marketing, financial consulting, and project management to help clients achieve their objectives. As a seasoned freelance writer for over a decade, a well-rounded skill set enables me to produce top-quality marketing materials, SEO-friendly content, long- and short-form creative articles, and meticulous industry analysis. I love presenting exhaustively researched, often complex, or technical content in an engaging, approachable manner without sacrificing analytical rigor. In recent years, I have provided SEO copywriting services for clients across a variety of sectors, including medical and dental sciences, footwear, fashion, beauty, culinary, specialty food, and non-profit industries. However, I also have extensive experience with creative, longform writing. My greatest area of focus here is sports, namely NBA basketball and European football, particularly Spain (and FC Barcelona), England, and the United States. My sports writing has been featured at prominent outlets including Defector, ESPN, Yahoo Sports, The Blizzard, Urban Pitch, Sports Illustrated, Sports Collectors Daily, Forum Blue & Gold, and La Barça Soc Supporter, the first-ever Substack publication dedicated to FC Barcelona’s wildly successful women’s team. My longform work on other subjects has also been featured at prominent outlets, from restaurant industry site EMERGING to casino gaming news site Bonus.com and finance, technology, and culture site Hacking Finance. Earlier in my career, I spent more than a decade providing financial, data analysis, equity research, and risk management (assessment, audit, and remediation) services at leading global institutions in the U.S., Europe, Asia, and Latin America, like Goldman Sachs, JP Morgan Chase, HSBC, Natixis, Itau Unibanco, and PayPal. Thanks to this experience, I excel (pun not intended… but also not changed) at generating in-depth, actionable, micro- and macro-level financial models, transaction analyses, company valuations, research reports, and presentations focused on industries including casino gaming, professional sports, real estate, hospitality, video games, and private equity. These materials, while technically robust, were made approachable to diverse audiences, including project teams, clients, investors, sales staff, and senior internal stakeholders. Additionally, in more than two years as a Virtual Economy Analyst with video game industry leader Take-Two Interactive Software, I worked with Game Development, Game Security, and Legal teams to design and implement monitoring and oversight functions for the in-game economy and virtual currency transactions for one of the biggest-ever video massive multiplayer online (MMO) video games, Grand Theft Auto Online. Whether crafting compelling narratives, conducting in-depth research and analysis, or creating inspiring marketing content, I am committed to delivering high-quality, tailored solutions. My work speaks to my dedication to thorough research and strategic thinking, ensuring top-tier results for every client.

Investment Research
Translation
Presentation Design
Financial Modeling
SEO Localization
SEO Writing
SEO Audit
Communications
Nonfiction
Statistical Analysis
Company Research
Website Copywriting
Sports Writing
Equity Research
Market Research
$150 hourly
Louis H.
- 0.0/5
- (7 jobs)
I work with startups and growth stage companies to help them succeed with their capital raise. My experience comes from vetting thousands startups for an investor network that hosted pitch competitions all over North America. Less than 1% survived my screening, but those that did went on to raise a collective $100M from angel and professional investors. I've coached hundreds of entrepreneurs including Y Combinator graduates, Fortune500 executives, serial entrepreneurs, and first-time founders. I also hold a law degree from a US accredited law school. Rates negotiable based on scope of work. Offered services: - Capital raise advising - Pitch deck storytelling, mock investor Q&A - Fundraising strategy - Financial and valuation analysis - Business plans - Due diligence preparation - Contract review

Investment Research
Startup Consulting
Business Consulting
Venture Capital Consulting
Business Presentation
Presentations
Investment Preparation
Venture Capital
Investment Strategy
Management Consulting
$40 hourly
Derek S.
- 5.0/5
- (6 jobs)
Hello, My name is Derek Sommers and I am a seasoned corporate finance practitioner. I have 5+ years of work experience in various finance functions. I currently work as a Strategic Finance Solutions Consultant at a large, reputable consulting firm based in the US. In the past, I have served as Vice President for Financial Planning & Analysis at a large, nationwide financial firm. In these roles, I have gained experience in financial modeling, budgeting, forecasting, variance analysis, reporting package development, and management presentations. Some of the past work I've provided for clients in a freelance capacity includes: long-term financial forecasting (full three-statement modelling), financial modelling (DCF, LBO, etc.), annual budgeting template, monthly forecasting template, executive/board-level financial reporting, month-/quarter-end reporting, dashboard creation, and other ad-hoc financial analysis.

Investment Research
Microsoft Excel
Financial Planning
Business Presentation
Financial Report
Budget Management
Forecasting
Dashboard
Financial Reporting
Business Intelligence
Business Modeling
Analytics
$225 hourly
Nicolas C.
- 4.5/5
- (9 jobs)
Hello! My name is Nico I am a Los Angeles based lawyer and consultant for venture capital funds and startup companies. I graduated with a law degree from the University of Southern California ("USC") and a masters degree in business from the University of British Columbia. I have extensive experience in contract negotiation, master service agreements, non-disclosure agreements, and corporate governance. Further, through my business and legal skills, I have helped companies raise over $750 Million dollars to date. Communication is particularly important to me when working with others. I believe in a collaborative team environment and enjoy touching base to make sure everyone is on the same page!

Investment Research
Business Modeling
Legal Consulting
Presentation Design
Legal Research
Adobe Photoshop
Startup Consulting
Business
Contract Law
Non-Disclosure Agreement
Legal Agreement
Corporate Governance
Microsoft PowerPoint
Legal
$155 hourly
Craig I.
- 4.4/5
- (19 jobs)
Recognized by peers and clients as an award winning investor and successful business driver with 20 years of financial and operational leadership experience in multinational and startup environments. Delivers valuable insights into the challenges faced by companies and investors. Key expertise includes: • Investment analysis and valuation • Structured finance and credit analysis • Budgeting and forecasting • Corporate finance, capital markets, M&A • Strategic planning and execution

Investment Research
Accounting
Company Valuation
Business Valuation
Investment Banking
Cryptocurrency
Corporate Finance
Business Presentation
Valuation
Asset Management
Finance
Presentations
Financial Analysis
Strategy
Finance & Accounting
$50 hourly
Chelsea W.
- 0.0/5
- (1 job)
Names Chelsea! Real Estate agent turned B2C freelance copywriter. I help Health and Wellness brands scale their reach and business through content marketing. 🚀 I create content that: -Increases visibility through SEO keywords -Grabs the reader’s attention -Connects companies with their target audience -Converts prospects into paying customers chelsealweaver.com

Investment Research
Content Marketing
Freelance Marketing
Marketing
Business Management
Outbound Sales
Property Management
Management Skills
Facebook Marketplace
SEO Keyword Research
Sales
Content Writing
Real Estate
$100 hourly
Tanya Z.
- 0.0/5
- (1 job)
PROFESSIONAL SUMMARY Seasoned and experienced global media strategist with deep roots in digital and multicultural. Equally comfortable driving plans for large global accounts or smaller scrappy domestic start-ups. Comfortable leading and scaling a team to meet the needs of the client and understands the need to pivot to right size the business. Gifted in storytelling to create comfort and confidence with the client. Experienced in wide scope of client verticals from large scale automotive to streaming to gaming. CAREER HIGHLIGHTS & OVERVIEW * Seasoned Media Strategist able to confidently align the right consumer audiences to the most effective media vehicles to drive meaningful brand or demand gen audience targets * Understands that proving outcomes through measurement is vital to the client and imperative to winning business growth

Investment Research
Advertising
Buying
International Development
Strategy
Budget
Media Buying
Advertisement
Business Development
Budget Proposal
Product Development
Paid Media
Facebook Marketplace
Retail & Consumer Goods
Social Media Management
Want to browse more freelancers?
Sign up