Hire the best Investment Researchers in New Jersey

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$150 hourly
Christopher K.
- 5.0/5
- (74 jobs)
Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.

Investment Research
Visual Basic for Applications
Investment Strategy
Chartered Financial Analyst
Portfolio Management
Financial Modeling
Microsoft Excel
Financial Analysis
$100 hourly
Jeff M.
- 5.0/5
- (18 jobs)
Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.

Investment Research
Financial Projection
Pro Forma Statement
Financial Modeling
Industry Knowledge
React
Cash Flow Modeling
Argus
Real Estate Financial Modeling
Financial Analysis
Python
SQL
$35 hourly
Nick D.
- 3.5/5
- (4 jobs)
I'm a licensed Realtor® in New Jersey and I am the co-founder/sales manager for a Real Estate Wholesaling business In Indianapolis. If you want to take your Real Estate business to the next level, stick with Nick!

Investment Research
Real Estate Virtual Assistance
Real Estate Closing
Real Estate Business Plan
Business Mathematics
Communication Skills
CRM Automation
Tech & IT
Management Skills
Real Estate Cold Calling
Real Estate Lead Generation
Real Estate Acquisition
Real Estate
Sales & Marketing
$55 hourly
James B.
- 0.0/5
- (0 jobs)
I provide my clients with the knowledge and advice they need to help grow and secure their wealth for today and into the future. This involves reviewing their investment portfolios to construct the optimal strategy for achieving their goals of growth and risk management. It means making sure they are prepared for a retirement where they can maximize the enjoyment of their assets, and simultaneously preserve what they have accumulated to last for themselves and their families. It also requires my clients to be fully prepared for future tax liabilities while taking advantage of any tax saving strategies. I act as an advisor for anything that affects the financial lives of my clients Specialties: • Portfolio Management • Retirement & Cash Flow Planning • Compensation & Benefit Analysis • Tax Planning • Insurance Review • Estate Planning

Investment Research
Article Writing
Content Writing
Business Development
Writing
Financial Modeling
Excel Macros
Microsoft Excel
Investment Portfolio Review
Bookkeeping
Accounting
Financial Planning
$100 hourly
Ankur J.
- 0.0/5
- (0 jobs)
I'm an AI & Full-Stack Developer with a passion for transforming complex challenges into innovative digital solutions. I combine advanced programming skills with deep expertise in artificial intelligence and detailed financial modeling to develop cutting-edge applications across any domain. What I Do Best: AI-Driven Development: I specialize in building AI-powered systems—from intelligent web and mobile applications to sophisticated data analytics and natural language processing solutions. My proficiency in vibe coding and prompt engineering allows me to rapidly prototype and refine products using the latest AI technologies. Versatile Coding Expertise: I code in HTML5, CSS3, JavaScript (including React, Angular, and Node.js), Python, PHP, and jQuery, and I’m experienced in full-stack development. Whether it’s a sleek website, a robust web application, or a complex backend system, I can develop it all with precision and scalability. Financial Modeling & Investment Tools: With extensive experience in detailed financial modeling and valuation, I expertly use Bloomberg Terminal, Excel (with advanced VBA and macros), and other financial platforms to analyze and forecast market trends. My skills in building financial models enable strategic investment decisions and in-depth market research. End-to-End Project Management: I deliver complete solutions—from initial concept and rapid prototyping to final deployment and ongoing maintenance—while ensuring clear communication and meticulous attention to detail. If you’re looking for an expert who can leverage AI to build virtually anything while integrating robust financial analysis into every project, let’s connect and bring your vision to life.

Investment Research
Equity Valuation
Equity Research & Analysis
Financial Modeling
Financial Analysis
Investment Portfolio Review
AI Content Creation
AI Data Analytics
AI Consulting
AI Development
Prompt Engineering
AI Code Generator
AI Builder
AI Agent Development
AI App Development
$40 hourly
Niket K.
- 0.0/5
- (0 jobs)
Finance/business operations expert and former investment banker working with a wide range of industries particularly SaaS. Has a wide range of experience in building/automating financial models/analyses, developing strategies to track key business metrics, and delivering deep insights regarding business performance. I have advised on well over $1B in aggregate transaction value across his 10+ year career. Key Areas of Expertise: - Financial Modeling - Balance Sheet and Cash Flow Modeling - Budgeting/Forecasting - KPI Building and Tracking - Fundamental Research - Corporate Finance - Investment Banking - Due Diligence - Pitch Deck Creating Sample Projects: - $450M Series C Restaurant/Food Delivery SaaS Company: Developed dynamic 3-statement forecast/budget model using Excel and Adaptive to manage revenue, costs, and headcount projections reducing budget implementation time by six weeks - $800M Series D Marketing SaaS Company: Revamped organizational KPI dashboards using SQL and Tableau to accurately track key metrics such as ARR/MRR, bookings, LTV/CAC, churn, gross/net retention and magic number - AMX in $365M Sale to Harman International Industries: Built and maintained full accretion/dilution model which detailed EPS implications for various deal scenarios - Ruby Receptionists in $46M Majority Recapitalization by Updata Partners: Formulated and implemented internal processes to accurately track customer KPI’s such as net client gains and churn

Investment Research
SaaS
Microsoft Excel
Sensitivity Analysis
Due Diligence
Business Operations
Equity Valuation
Cash Flow Modeling
Income Statement
Balance Sheet
Financial Modeling
Budget Management
Strategy
Investment Banking
Finance
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