Hire the best Investment Researchers in Massachusetts

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$60 hourly
Jeff B.
- 5.0/5
- (5 jobs)
**Limited time promo: I am hoping to kickstart my presence on Upwork, so I'll be offering highly discounted services to early clients. My standard rate is $3-4k/day, and I will start raising my rate on Upwork after I have 5 reviews. EXPERT VETTED - Designation from Upwork, "Only the top 1% of talent on Upwork qualifies for Expert-Vetted talent status, and only those in select categories are eligible. These users have gone through a thorough screening process that evaluates technical expertise and soft skills." With over a decade of experience and success as a leader in Bain & Company's Private Equity Group, an e-commerce executive at Wayfair, and as a seasoned entrepreneur, I bring a unique blend of strategy and hands-on execution to your most challenging business situations. My professional journey has equipped me with rich insights into various sectors, especially the nuances of e-commerce and startup ecosystems. I've led fast-growing business units, navigated complex organizational challenges, and crafted growth strategies for burgeoning enterprises. As an entrepreneur myself, I understand the roller-coaster that startups face and I'm adept at refining ideas, conceptualizing MVPs, and navigating early-stage growth. If your business challenges are straightforward, there are numerous cost-efficient options available. But if you're dealing with complex, mission-critical issues or embarking on a transformative journey, I can help steer your course with an exceptional blend of strategy, creativity, and pragmatism. My advisory services will deliver results at a fraction of the cost of a McKinsey/BCG/Bain project team, but with the same commitment to excellence and achievement. Whether you have a clearly defined project or are still trying to figure out the right direction, I am open for collaboration. I enjoy working with small and medium-sized businesses, helping them navigate the entrepreneurial journey and thrive in their respective markets. Our collaboration begins with a comprehensive conversation to understand your unique challenges, then we devise a bespoke solution tailored to your needs. I look forward to partnering with you to create lasting value and success in your entrepreneurial journey.

Investment Research
B2B Marketing
Due Diligence
Management Skills
Growth Strategy
Retail
B2C Marketing
Salesforce
Financial Modeling
Management Consulting
Real Estate
Business Operations
$350 hourly
Stephen K.
- 5.0/5
- (12 jobs)
Analytical real estate finance professional with 15+ years experience creating value through diverse, innovative investment and asset management strategies for both institutional and non-institutional investors. Proven asset and portfolio management capabilities and responsive relationship management skills contribute to positive outcomes at property- and portfolio-level. Strategic thinker with ability to articulate complex investment structures and strategies to investors through both written and verbal communications.

Investment Research
Valuation
Portfolio Management
Asset Management
Financial Modeling
Real Estate Financial Modeling
Real Estate Investment Assistance
Real Estate
Microsoft Excel
$100 hourly
Charles M.
- 5.0/5
- (3 jobs)
A fractional chief-of-staff can give your back-office the boost it needs to stay efficient and effective. My name is Charlie and I have over five years of strategy & operations experience across businesses of all sizes. I help business leaders strategize and implement operations management programs and special projects related to nearly all aspects of a business. Here are some of the most common problems I have strong experience solving: - Daily support with basic operations such as emails, calendaring, and task management - Analysis support with finance, investing, market research, and KPIs - Writing and composition support with key documents and presentations - Strategic support with special projects from marketing strategy to product development With a broad range of experience working with 1-person companies up to 10,000+ employee corporations, I have seen nearly every type of business scenario and can quickly formulate a plan to tackle any challenge. Some of my clients have included: - A private fund managing over $100m for HNW investors - An RIA managing over $1b for 500+ individuals and trusts - A fintech company launching alternative investments for retail investors - A consulting firm working with non-profits to win grants of $1m+ - A marketing agency specializing in fintech and AI startups - A private equity fund making technology investments across Europe - A children's furniture manufacturer building items for some of the richest families in the UK I'm confident I can hit the ground running with whatever issues your business faces. Let's get started with a scoping call and decide what package best fits your needs. I am available for one-off projects as well as monthly retainer agreements. Looking forward to working together! Thank you, Charlie

Investment Research
Google Slides
Business Writing
Product Management
Analytics Dashboard
Microsoft PowerPoint
Research & Strategy
Cryptocurrency
Industry Research
Microsoft Excel
Quality Audit
Pitch Deck
Google Sheets
Proofreading
Competitor Research
Data Analysis
Market Research
$100 hourly
Ilia L.
- 5.0/5
- (3 jobs)
I am an investment professional with 5+ years of experience in private and growth equity, venture capital, and investment banking along with an MIT MBA degree. I deliver institutional-quality strategic advisory services, leveraging my experience from Mubadala Investment Company and Goldman Sachs. My clients receive the same analytical rigor and strategic insights typically reserved for multi-million dollar transactions, delivered with entrepreneurial practicality. I am also interested in Entrepreneurship through Acquisition (ETA) and Search Funds. Things I can help with: - Financial modeling & valuation analysis - Investment strategy & corporate development - Fundraising support for start-ups and search funds - Due Diligence and research assistance

Investment Research
Pitch Deck
Fundraising
Corporate Strategy
Corporate Finance
Investment Banking
Business Analysis
Due Diligence
Financial Modeling
Financial Analysis & Valuation
Artificial Intelligence
Startup Consulting
Private Equity
Venture Capital
Venture Capital Consulting
$50 hourly
Shamus C.
- 5.0/5
- (2 jobs)
Strategic financial support for advisors, investors, and entrepreneurs I provide investment research, valuation, and consulting services tailored to help you make confident, informed decisions. From deep-dive equity analysis to operational support, I bring clarity and precision to every engagement.

Investment Research
Accounting Basics
Business Coaching
Business Consulting
Financial Consulting
Bookkeeping
Accounting
Cash Flow Modeling
Investment Strategy
Valuation
Finance
Financial Analysis
$75 hourly
Bradley W.
- 0.0/5
- (0 jobs)
I am an investment analyst focused on the real estate world with experience in building financial models and managing projects. Whether you are trying to underwrite more investment opportunities, find more opportunities, or just organize and fine-tune your company - I am here to help!

Investment Research
Argus
Real Estate Financial Modeling
Real Estate Acquisition
Underwriting
Project Management
$20 hourly
Chase S.
- 5.0/5
- (1 job)
I am a current student from Indiana University with experience working on finance, research, and data analysis-related projects. I have in-depth experiences inside and outside the classroom, and am looking to expand my skillset through unique projects.

Investment Research
Venture Capital
Venture Capital Consulting
Report Writing
Database
Business
Recruiting
Finance
Analytics
Financial Report
$35 hourly
Wyatt S.
- 5.0/5
- (4 jobs)
I’m a young motivated college student with a passion for marketing and thinking outside the box. I have experience with digital, radio, TV, and graphic marketing. Whether you’re trying to engage more customers to your page or create a new ad campaign I have authentic, creative ideas. I’m experienced in Adobe and Microsft Excel, Social Media Marketing Organization, Generative AI capabilities, and Financial Statistics. Understanding the customer's needs and expectations is really important to me, so let’s keep in touch!”

Investment Research
Microsoft Excel
Real Estate Investment Assistance
Investment Strategy
Investigative Reporting
AI-Generated Art
Management Accounting
Freelance Marketing
Digital Marketing
Marketing Analytics
Social Media Advertising
$55 hourly
Jake M.
- 0.0/5
- (0 jobs)
As an accomplished real estate consultant with a proven track record, I bring expertise in optimizing multi-family property investments, enhancing market value, and driving profitability. With over a billion dollars in underwritten real estate, I excel in market analysis, property valuation, and strategic planning. My proficiency in Excel enables me to effectively analyze data and navigate a diverse range of comprehensive financial models, encompassing detailed assessments of profit and loss statements and cash flow projections. I specialize in providing support with underwriting and evaluating real assets. Actively seeking freelance collaborations with real estate investors, I aim to assist them in maximizing their portfolio potential and achieving sustainable growth. Additionally, I am a certified Financial Modeling & Valuation Analyst by CFI. Outside of my professional pursuits, I am a new father that enjoys golf and traveling. I look forward to collaborating on a few examples below: • Tailored investment strategies for multi-family properties. • Thorough market analysis for informed decisions. • Support with underwriting and asset assessment. • Strategic planning for property optimization. • Portfolio evaluation for growth opportunities. • Actionable insights based on industry experience. • Personalized consultations for long-term success.

Investment Research
Data Analysis
Market Research
Business Analysis
Sales
Insurance & Risk Management
Valuation
Real Estate Financial Modeling
Real Estate Financial Model
Real Estate Investment Assistance
Life Insurance
Real Estate
$25 hourly
Darlene T.
- 5.0/5
- (5 jobs)
I can help with budgeting, understanding credit, and home buying. I also provide business services: Financial Analysis, Financial Reporting, Bookkeeping, Invoices, ROI Calculation, Profit & Loss Statements, Financial Projections, Cash Flow Analysis, Budget & Expense Forecasting, Variance Analysis, Account Reconciliation, Pro Forma Statements, Advanced Excel Production, Operations Analysis, Investment Analysis, Portfolio Analysis, Bank Transaction Reporting, Client Statements, Database Maintenance, Data Entry, and Research.

Investment Research
Customer Service
Qualitative Research
Bookkeeping
Due Diligence
Accounts Receivable Management
Invoicing
Accounts Payable Management
Financial Analysis
Data Entry
$80 hourly
William E.
- 0.0/5
- (1 job)
I am an Equity Research Analyst experienced in all aspects of modeling, analysis, due diligence, and valuation of Long Only and Long/Short public equities. Whether you are trying to add horsepower, automate modeling, get a second opinion, offload tasks or conduct deep dive investigative work, I can help! - Expert with Bloomberg/Factset (including excel coding/modeling) - Financial Modeling (customizable) - Investigative Diligence (previously worked alongside investigative journalists) - Financial Analysis - Industry/Competitive Analysis - Valuation

Investment Research
Research Methods
Conduct Research
Investigative Reporting
Equity Research & Analysis
Equity Research
Valuation
Financial Analysis & Valuation
Financial Analysis
Factset
Bloomberg Terminal
$20 hourly
Jackson W.
- 0.0/5
- (0 jobs)
Experienced Financial Professional with a problem-solving, can-do attitude and swiss-army knife skill set.

Investment Research
Microsoft Excel
Market Research
Business Analysis
Data Analysis
Financial Modeling
Financial Analysis & Valuation
Finance
Financial Analysis
Management Consulting
Analytical Presentation
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