Hire the best Investment Researchers in Florida

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$100 hourly
Chase W.
- 4.8/5
- (90 jobs)
Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.

Investment Research
Microsoft Excel
Financial Report
Financial Modeling
Financial Analysis
MATLAB
Income Statement
Private Equity
Investment Banking
Python
Finance & Accounting
Modeling
Mergers & Acquisitions
$300 hourly
Daniel A.
- 4.7/5
- (27 jobs)
As a stock market consultant and portfolio manager, I help professionals and business owners consistently achieve higher returns and reduce risk in their investments. My approach centers on delivering tangible results—clients who work with me see significant improvements in their portfolios, typically enjoying returns that far exceed the cost of my services. What You Can Expect: • Higher Returns: Clients see an average ROI of 35% within 7 months through optimized stock options and equities trading strategies. • Minimized Risk: With a 90% gain-loss ratio, I prioritize protecting your capital while identifying lucrative opportunities. • Tailored Strategies: I offer personalized consulting, ensuring that every decision is made with your specific financial goals in mind. The Value I Bring: By partnering with me, you gain not just expert advice, but a clear path to enhanced financial outcomes. My goal is to ensure that the value you receive is at least double the cost of my services, guaranteed. Why Work With Me? If you’re seeking consistent, data-driven results through expert portfolio management or tailored stock market consulting, I’m here to help. I offer hands-on management to maximize your returns and safeguard your investments, while my consulting services provide personalized strategies that align with your financial goals. Whether you need active portfolio oversight or expert advice to navigate market complexities, I’m committed to helping you grow and protect your wealth. Let’s Talk: I offer a free consultation to discuss how I can help you reach your financial goals. Message me directly, and let’s explore how we can enhance your investment strategy.

Investment Research
Financial Trading
Blue Sky Capital Strategies Portfolio Manager
Management Consulting
Investment Portfolio Review
Stock Market
Trading Lesson
Stock Option Agreement
Portfolio Management
Financial Management
Technical Analysis
Derivatives Trading
Business Development
Investment Strategy
Financial Modeling
$300 hourly
Michael C.
- 4.9/5
- (84 jobs)
I am a Chartered Financial Analyst (CFA) with over 20 years of finance experience spanning from Wall Street to the Middle East, I specialize in advising firms looking to raise capital from private equity and venture capital funds, family offices, and high-net-worth individuals (HNWIs). Additionally, as a licensed real estate agent in Miami, I specialize in residential and commercial transactions, often creating detailed financial models for these deals. I offer a range of tailored financial modeling solutions designed to meet the unique needs of each project. My models provide comprehensive and detailed analysis of financial status and performance, utilizing sophisticated methods commonly employed by Wall Street professionals to ensure accuracy and reliability. Customizable Features: 1) Comprehensive Analysis: In-depth examination of financial status and performance, tailored to your specific industry and business model. 2) Flexible Methodologies: Employing a variety of techniques used by Wall Street professionals, adapted to your project's requirements. 3) Scenario Simulation: Customized scenarios to simulate different business environments relevant to your industry and goals. Benefits: 1) Accurate Assessments: Ensures reliability in financial evaluations specific to your business context. 2) Strategic Insights: Provides valuable insights into financial health and performance, focused on your key metrics. 3) Risk Management: Identifies potential risks and opportunities under scenarios relevant to your business. 4) Informed Decision-Making: Empowers your business to make data-driven decisions based on tailored analysis. My flexible approach allows for the creation of financial models that are essential tools for businesses aiming to gain a deeper understanding of their unique financial position and prepare for various future scenarios specific to their industry and goals. Let's work together to create a customized financial model that empowers your business to thrive. Reach out now to schedule a consultation and take the first step towards financial excellence.

Investment Research
Due Diligence
Valuation
Equity Valuation
Company Valuation
Discounted Cash Flow
Financial Analysis & Valuation
Investment Banking
Financial Projection
Business Plan
Financial Modeling
Microsoft Excel
Pitch Deck
Blockchain
Presentations
$80 hourly
James M.
- 5.0/5
- (55 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.

Investment Research
Business Writing
Financial Writing
Equity Research
Financial Accounting
Finance & Accounting
Investment Strategy
$175 hourly
Michael E.
- 4.8/5
- (28 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

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
$35 hourly
Guillermo P.
- 5.0/5
- (12 jobs)
Benefit driven, results-oriented professional with years of experience in financial markets. Expert in trading equities, options, and crypto for a personal account with an extraordinary proven track record of success offering great analytical skills and ability to manage a high-value portfolio and outperform the market. I provide coaching and mentorship in trading and investing financial assets. My strategies include 1. Long term investment and fundamental analysis in the stock market 2. Short term options trading with high probability of success and high returns 3. Crypto liquidity mining, staking and research 4. Risk Management I am an active member on several investment and trading communities where I constantly provide market insight and asset evaluations.

Investment Research
Stock Option Agreement
Mathematics
Investment Strategy
Microsoft Office
Autodesk AutoCAD
SQL
Financial Analysis
Cryptocurrency
Physics
Financial Management
HVAC System Design
Mechanical Engineering
MATLAB
R
Tableau
$100 hourly
Andre M.
- 5.0/5
- (18 jobs)
🏆 Top Rated Plus Algo Trading Expert with 20+ Years of Wins I’m Andre—a battle-tested quant who’s coded and traded my way through 20+ years in finance, from grinding on trading desks to running a hedge fund portfolio, to founding a fintech that crushed it with ML/AI. I build trading systems that don’t just work—they win. 🚀 What I deliver Custom Algo Trading: Built systems like a Ben Graham-inspired stock trader (backtested to ’99, consistent profits) and an S&P 500 HFT predictor—Python, QuantConnect, NinjaTrader, you name it. Equities, futures, crypto, forex—I’ve got you. Market Edge: 6 years sharpening my edge as a hedge fund PM, mastering pricing dynamics and nailing trade timing. Rock-Solid Infra: Real-time data pipelines, high-speed execution, risk management—optimized to keep you ahead. 💼 Why Me? Ex-hedge fund Portfolio Manager + fintech founder. Python, PineScript, IBKR API, TradeStation, ML—tech’s my playground. Upwork Top Rated Plus + CFI Certified—results speak louder than titles. I’m here to turn your trading ideas into profits—whether it’s a bot, a terminal, or deep analytics. Let’s make it happen. What’s your next move?

Investment Research
Economic Analysis
Investment Strategy
Algorithm Development
EasyLanguage
Pine Script
Portfolio Management
Financial Trading
Derivatives Trading
Trading Strategy
Forex Trading
Python
Quantitative Finance
TradingView
NinjaTrader
$200 hourly
Guillermo D.
- 4.7/5
- (16 jobs)
I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.

Investment Research
Financial Modeling
Business Valuation
Investment Strategy
Stock Option Agreement
Portfolio Management
Forecasting
Chartered Financial Analyst
Marketing Strategy
Financial Analysis
$95 hourly
Bakul B.
- 5.0/5
- (19 jobs)
Hi, I am a skilled writer and researcher/analyst specializing in the crypto industry. I work professionally as a crypto analyst for a research firm and I provide crypto ghostwriting, content writing, and copywriting services for crypto projects, publications, and books. I can also conduct deep dives into crypto assets for research needs as well as perform portfolio consulting and education. I can help you with: -SEO copywriting -Ghostwriting ebooks and books -Blog and content writing with SEO -Proofreading crypto analyses and research - long-form and short-form -Crypto copywriting -Other creative and content writing -Press releases -Social media copy and content -Research needs I got my Bachelor's degree in Biology from the University of Florida and have been a crypto user since university. I have served as a contributing writer before for institutional-grade crypto firms such as Messari and CryptoEQ. I have written several ebooks, research pieces, and blogs in the crypto niche pieces here on Upwork. Native English fluency. I am also well versed in copywriting (ad copy, landing page, email copy), both B2B and B2C, with specific experience in the online coaching space. I am also experienced in futures & spot crypto investing, stock trading, DeFi protocols, decentralized exchanges, and even some NFt's. This gives me a base knowledge of the relationships between global financial markets, macro economics, and investing. My approach in cryptocurrency research & analysis is a mix of all types of data - technicals, fundamentals, on-chain analysis - market structure, orderflow, sector and narrative-driven research incl. coin utility & product-market fit, tokenomics, competitive analysis, developer activity, liquidity, market capitalization, qualitative analysis, combined with risk management, and portfolio weighting. I love writing about and educating others to become involved in blockchain, using my past B2B and B2C copywriting (spent years in the online marketing niche before crypto) and sales experience. I've closed over $3M in high ticket online sales. I am especially adept at translating complex crypto topics to a laymen audience, which is why ghostwriting ebooks and creating written content are such a good fit for me. Looking forward to adding value your project!

Investment Research
Technical Writing
Writing
Content Marketing
Email Copywriting
Investment Strategy
Sales Copywriting
Blockchain
Technical Analysis
Bitcoin
Cryptocurrency
Sales
Content Writing
Copywriting
Creative Writing
$40 hourly
Ethan R.
- 5.0/5
- (44 jobs)
My work experience includes a substantial number of stock market and real estate articles for Benzinga.com, InvestorPlace,com, SeekingAlpha.com, Auction.com, and several other financial and real estate websites. From 2008 to 2011, I was one of just 5 contributing editors at TheTycoonReport.com, where I wrote one lengthy article per week, generally about the national real estate market. My experience at InvestorPlace between 2014-2016 was writing articles about individual stocks, a weekly article on low priced stocks, and a daily article about the three best performing stocks for that day. Most recently I have been writing articles on real estate investment trusts (REITs) for Benzinga.com. I have been a real estate investor since 1995 and a Realtor since 1998. In addition to the real estate articles written for auction.com, I have taught a class in my local area on Investing in Residential Real Estate since 1999. I have a website, Weeklyincome4life.com with e-books on income investing and trading for sale. My schedule is quite flexible for any projects you may have.

Investment Research
Editing & Proofreading
Sales
Real Estate Acquisition
Writing
Pitch Deck
Financial Analysis
Investment Strategy
$50 hourly
Hayward A.
- 0.0/5
- (1 job)
Finance and operations professional with 8 years of comprehensive financial analysis, operations and investment success, including clients such as Goldman Sachs, TIAA-CREF, and Gardner Ross.

Investment Research
Balance Sheet
Private Equity
Forecasting
Financial Modeling
Derivatives Trading
Management Skills
Financial Report
Business Presentation
Income Statement
Investment Strategy
Salesforce
Business
Strategy
$60 hourly
Jaime P.
- 0.0/5
- (0 jobs)
I am a multidisciplinary designer extending from architecture and interiors to furniture, lighting, object design and photography art. Reimagining. Thinking. Designing. Creating. Drawing. Building. It's been my passion. Successfully experienced on many aspects of the architecture and design fields. From strategic planning, brainstorming and developing innovative design concepts, to delivering practical, aesthetic, purposeful and valuable solutions for the clients. I pursue superior solutions for the clients needs by best resolving programmatic, spatial and structural challenges artistically and creatively. I enjoy exploring the potentials of form, space and order and the relationship between the elements of architecture to create unique space experiences. Studio Palmera

Investment Research
Specifications
Product Design
Furniture
Hospitality
Architectural Design
Concept Artistry
Drafting
Photography
Drawing
Architecture
Concept Design
Residential Design
Furniture Design
Interior Design
$200 hourly
Benjamin P.
- 5.0/5
- (1 job)
Plug-and-play financial professional with experience across infrastructure sectors in both debt and equity, at project and corporate level. I have originated, executed, and managed assets at the development, construction, and operating stage. I can facilitate introductions to deals or capital, write investment recommendations, shepherd ongoing portfolio assets, create financial models, develop multi-stakeholder projects, and commercialize businesses. My values are discipline, transparency, and accomplishing the mission.

Investment Research
Financial Modeling
Growth Strategy
Venture Capital
Financial Analysis
Investment Preparation
Investment Strategy
Business Analysis
Construction Management
Private Equity
Investment Banking
Post-Merger Integration
Mergers & Acquisitions
Finance
Business Development
$200 hourly
Jose T.
- 0.0/5
- (0 jobs)
I am a seasoned webinar presenter and public speaker with 15+ years of experience delivering engaging presentations to audiences around the world both online and in person. I have an advanced knowledge of building PowerPoint pitch decks that captivate audiences and effectively convey key messages. Adept at tailoring the message to various audiences and engaging listeners through compelling stories and relatable examples. Whether you're seeking a dynamic and engaging public speaker, an expert in financial market analysis, or a skilled presenter with advanced knowledge of PowerPoint pitch decks, I am a trusted resource with a wealth of experience and expertise to offer.

Investment Research
Articulate Presenter
Pitch Deck
Forex Trading
Voice-Over
Smart Speaker
Voice Acting
Male Voice
Hosting Online Meetings
Webinar
$100 hourly
Krystelle L.
- 0.0/5
- (1 job)
If you've landed on my profile, it's probably because you're a commercial real estate professional with lackluster marketing and a need to produce quality deliverables without an in-house marketing department. Top CRE real estate companies, teams and individual brokers alike use my services to produce quality offering memorandums and quality custom marketing deliverables . We've all heard that 1st impressions last forever and it's no different in the commercial real estate industry. Professional offering memorandums and quality deliverables play a significant role in commercial real estate asset marketing. I can assist you in creating lasting first impressions and improve the quality of your Broker Opinion of Values (BOV), Offering Memorandums (OM), pitch decks and custom deliverables while enhancing efficiency and turn-around times. I offer content curation, design and branding for a wide array of CRE assignments. My approach revolves around a meticulous blend of market research, data analysis, and visual storytelling. By tailoring each presentation to resonate with the specific target audience, I have consistently achieved impressive results for my clients. My presentations typically include disclaimers, property specific sections, executive summary, property photos, renderings, plans, POI maps, tenant overviews/abstracts, rent rolls, cash flow analysis & projections, demographic analysis, market/area overviews, traffic studies, etc. My work not only encapsulates the property's attributes but also addresses potential concerns, providing a comprehensive and well-rounded perspective that instills confidence in decision-makers. I offer various pricing options including flat per page pricing, price per package pricing and a la carte marketing. My fee structure is designed to help CRE professionals reduce overhead allowing you to focus on sourcing/selling instead of marketing. With a deep passion for real estate, a keen eye for design, and a proven track record in crafting persuasive presentations, I am confident in my ability to contribute to your success in securing valuable investments and partnerships. Looking forward to working on your next CRE assignment!

Investment Research
Pitch Deck
Map Illustration
Investment Preparation
Brochure Design
Real Estate Transaction Standard
Acquisitions
Video Commercial
Commercial Style
Marketing
Freelance Marketing
Commercial Real Estate Photography
Sales & Marketing Collateral
Marketing Collateral Development
Real Estate
$45 hourly
Jerry J.
- 0.0/5
- (0 jobs)
I have over 10 years of accounting experience. I hold a Bachelor Degree in Finance. I am an IRS designated Enrolled Agent. I have worked the largest accounting firms in the world as a tax manager and an accounting business owner. My goal is to provide high quality financial services to my clients. I take the time to learn about the needs of each of my clients and their unique circumstances to make sure my clients are taking advantage of every opportunity available in the accounting and tax code.

Investment Research
Finance & Accounting
Data Analytics
Microsoft Power BI
Microsoft Excel
Tax Theory
$100 hourly
Andrew V.
- 0.0/5
- (0 jobs)
Knowledgeable professional with 20+ years of banking and real estate management experience, looking to transition into a new and challenging opportunity. It is my belief that with the apparent economic slowdown, my many years of experience in workout situations will prove very beneficial.

Investment Research
Asset Management
Trading Strategy
Financial Analysis & Valuation
Real Estate
Economics
Financial Planning
$35 hourly
Priscilla E.
- 0.0/5
- (4 jobs)
Most financial brands understand the power of content, but few get it right. Done well, it builds trust, attracts engaged readers, and turns them into loyal clients. Done poorly, it gets lost in a sea of generic advice. I help finance, investment, and fintech brands create high-impact content that ranks, resonates, and drives business results. Whether you need SEO-driven finance articles, investment case studies, fintech explainers, or market reports, I craft content that speaks to both industry professionals and everyday investors. Why Finance Brands Invest in Content? 1. Investment firms use well-researched market insights to attract high-net-worth clients. 2. Fintech companies simplify complex financial tools through user-focused content, increasing adoption and engagement. 3. Personal finance platforms build authority with data-backed guides, earning trust and organic traffic. 4. B2B financial service providers position themselves as industry leaders through whitepapers, reports, and thought leadership content. Despite the demand for high-quality finance content, many brands struggle to: - Translate financial jargon into clear, engaging content. - Balance SEO with compliance and industry credibility. - Attract the right audience—whether seasoned investors or finance beginners. - Turn content into a long-term asset that drives leads and conversions. How I Help Finance Brands Win Online SEO-Optimized Finance Content – Every article, case study, and whitepaper is optimized for search intent, ensuring it ranks on Google and attracts qualified traffic. Investment & Market Analysis Writing – I break down market trends, economic shifts, and investment strategies in a way that informs and persuades. Fintech & SaaS Content Marketing – Whether explaining blockchain innovations, AI-driven financial tools, or digital banking trends, I create content that engages and educates. Personal Finance & Wealth Management – From budgeting and credit strategies to retirement planning, I write content that simplifies money management for any audience. Lead-Generating Case Studies & Reports – Data-backed content that not only builds authority but also converts. What you can expect working with me! Proven SEO Success – My content has increased organic traffic by 150% for finance brands, resulting in higher conversions and brand recognition. Finance & Content Strategy Expertise – I combine deep financial literacy with strategic content marketing to create content that informs, persuades, and sells. Conversion-Focused Writing – Finance content isn’t just about rankings—it’s about trust, engagement, and action. I ensure your content achieves all three. In finance, trust is everything. If your content doesn’t build it, your competitors’ will. Let’s create content that not only ranks but positions your brand as the go-to authority in your niche. Let’s chat about how my content can help your business grow. I respond quickly—just leave me a message.

Investment Research
Copywriting
Personal Finance
Financial Writing
Content SEO
A/B Testing
Google Analytics
SEO Writing
SEO Content
Landing Page Optimization
Conversion Rate Optimization
Content Marketing
$125 hourly
Zachary M.
- 0.0/5
- (0 jobs)
Your business has a voice—and I make sure it speaks clearly in numbers. I’m Zach, a CFO consultant and finance leader with 19+ years of experience helping organizations turn financial data into strategy. From horticulture to retail to marine to manufacturers and multi-entity businesses, I’ve built the systems and models that drive leadership teams to understand where they stand and where to go next. As a CMA and CIA, I bring structure, precision, and strategic clarity to financial operations. I’ve led teams overseeing $45M+ in revenue, resolved multi-month backlogs, implemented GAAP-compliant controls, and built models that directly influenced high-stakes decisions. Whether you're growing, stabilizing, or restructuring—I’ll help you turn your financials into a foundation for insight, control, and confidence. What I Offer on Upwork: ✔ Fractional CFO / Controller services ✔ 3-statement financial modeling & forecasting ✔ Budgeting, planning & strategic decision support ✔ Governance, Risk Management, and Compliance / Controls (GRC) ✔ Process improvement, close acceleration, and ERP enhancements ✔ KPI dashboards and board reporting packages Highlights of My Track Record: 🔹 Designed financial models and dashboards that helped increase profits by 10% and revenue by 8% annually 🔹 Applied TOC and ABC methods to improve budget efficiency by 25% 🔹 Led with a focus on dignity, transparency, and empowerment Tools & Tech: Excel (Advanced, Power Pivot, VBA), Power BI, QuickBooks, Tableau, DockMaster, Microsoft Dynamics 365, GAAP, IFRS Certifications & Credentials: ✅ CMA | Certified Management Accountant ✅ CIA | Certified Internal Auditor Whether you're a small business owner, nonprofit leader, or startup executive needing fractional finance leadership or critical project execution—I bring the precision of a controller and the strategic foresight of a CFO. 📨 Let’s connect to discuss how I can help transform your financial operations or support your next project.

Investment Research
Financial Modeling
Financial Planning
Insurance & Risk Management
Tax Planning & Advisory
Tax Preparation
Risk Analysis
Financial Report
Cost Accounting
Performance Management
Corporate Finance
Financial Analysis
Business Consulting
Management Accounting
Strategic Planning
$45 hourly
Matthew F.
- 5.0/5
- (2 jobs)
Client-centric Account Executive with over 10 years of experience specializing in fintech SaaS working with SMB, mid-market and Enterprise. Expert in strategically navigating complex sales cycles, offering differentiated value, and driving new revenue growth. I provide consulting on your project to build robust pipelines, offer unique value to prospects and close your high-ticket deals!

Investment Research
High-Ticket Closing
PipelineDeals
Lead Generation
FinTech
SaaS Development
FinTech Consulting
Sales Development
Sales Presentation
Sales Management
Sales
Presentations
Articulate Presenter
Venture Capital Consulting
Business Development
$200 hourly
Lance C.
- 0.0/5
- (0 jobs)
I work with sponsors and developers helping them acquire, finance, and develop commercial real estate. On the GP Side I help with the following: • Financial Modeling and Underwriting (Multifamily, Industrial, Office, Retail, Hospitality) • Due Diligence Review and Red Line • Real Estate Marketing (OM, PPM, Investment Pitch Deck, Debt and Equity Decks) • Market Research (CoStar, REIS, RCA, Yardi) • Capital Raising (Debt, Equity, Structured Capital, Ground Leases, Note Financings) • Business Plan Development and Execution • Asset Management (Investor Reporting, Property/Portfolio Reviews and Benchmark Analysis)

Investment Research
Investment Banking
Real Estate Acquisition
Real Estate Investment Assistance
Acquisitions
Private Equity
Pitch Deck
Due Diligence
Financial Analysis & Valuation
Real Estate Financial Modeling
Microsoft Excel
$23 hourly
Oshane W.
- 0.0/5
- (0 jobs)
I am a highly skilled finance professional with a strong academic background, a former Big 4 Analyst with experience covering the scope of business development and transaction support services. I specialize in delivering top-tier financial solutions tailored to clients' unique needs. My core competencies include: - Valuations & Financial Modeling: Comprehensive models and valuation reports for investment analysis, fundraising, or M&A purposes. - Business Plan Writing: Investor-ready business plans, including detailed financial projections and market research. - Accounting & Bookkeeping: Preparation of accurate financial statements, cash flow management, and reconciliation using Excel or QuickBooks. - Market & Financial Research: In-depth industry and competitor analysis to support strategic business decisions. I pride myself on delivering high-quality, data-driven insights that empower businesses to make informed financial decisions. Whether you're a startup seeking funding, a growing business needing financial expertise, or an investor evaluating opportunities, I am here to help. Let’s collaborate to take your business to the next level!

Investment Research
Business Planning & Strategy
Business Plan Writing
Business Valuation
Company Valuation
Private Equity
Accounting
Equity Research & Analysis
Equity Valuation
Valuation
Management Consulting
Fundraising Presentation
Investment Strategy
$75 hourly
Gabriel S.
- 0.0/5
- (0 jobs)
I currently work on the acquisitions team for a real estate investment and development firm where my job is to identify and underwrite investment opportunities. My expertise is primarily in the residential space, specifically condo & multifamily development, existing multifamily acquisitions and hotel acquisitions. Before working on the buy-side, I worked on wall street as an investment banking analyst covering Real Estate, Gaming and Lodging and was involved in advising public REIT's and private equity firms in transactions in excess of $4 billion. I am an expert in excel and am equipped to build financial models from scratch. I am also an expert at creating PowerPoint presentations. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.

Investment Research
Real Estate
Pitchbook
Underwriting
Analytical Presentation
Real Estate Financial Modeling
Real Estate Financial Model
Real Estate Acquisition
Financial Statement
Financial Analysis
Microsoft PowerPoint
Microsoft Excel
$10 hourly
Arkadi G.
- 0.0/5
- (0 jobs)
Finance Systems | Notion & Sheets Expert | Equity Research & Value Investing I build clean, functional financial systems in Notion and Google Sheets for freelancers, content creators, and solo business owners. Whether you're trying to organize your income, track expenses, or understand the value of a company, I’ll build the system around your needs. 💼 Services I Offer: • Custom Notion dashboards – income, goals, taxes, content calendars • Google Sheet templates – profit/loss, invoicing, pricing calculators • Equity research & stock valuation – long-term investment insights • AI-enhanced workflows – simple automations that save you time Why Me? • Strategic, analytical, ENTJ mindset • Strong communication, no BS • Detail-focused, results-driven I make complex things simple—and I don’t stop until it’s clean, clear, and useful.

Investment Research
Google Sheets
Investment Strategy
Risk Analysis
Market Research
Business Analysis
Financial Modeling
Financial Analysis
Stock Market
Company Valuation
Equity Research & Analysis
$100 hourly
Carlos H.
- 0.0/5
- (0 jobs)
AIG is a data-driven analytics agency that brings together data science and equity trading experts with a common goal: help you see what others do not. With AIG, you get a unique mix of skills and insights that will set you on a different path. We will make sure that it is one with better returns. We will engage with your team to understand your goals and needs. Your requirements will help us recommend our services as consultants, product developers or solution engineers. Through the whole process we will strive to provide the best service. Our north is to place you on the best path toward your goals.

Investment Research
Financial Trading
Financial Analysis & Valuation
Financial Analysis
Financial Reporting
Financial Plan
Financial Model
Accounting
Derivatives Trading
Portfolio Management
Market Research
Economics
Investment Portfolio Review
Trading Strategy
Tax Strategy
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