Hire the best Investment Researchers in North Carolina

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$75 hourly
Nick K.
- 5.0/5
- (12 jobs)
I am a Accounting, Finance, and Real Estate Professional with experience from Fortune 500 companies to small boutique firms. I am very detailed oriented which will benefit the work I can do for you., -Highly proficient in Microsoft Excel -Have modeled single transactions to multi year complex investments -I can provide financial projections based on historical and future data -Create full set financials, Income statement, Balance sheet, and Cash Flows -Booking keeping, Financial Reporting, and Trend Analysis

Investment Research
Due Diligence
Accounting
Forecasting
Balance Sheet
Financial Statement
Finance
Market Research
Microsoft Excel
Income Statement
Financial Projection
Financial Report
Financial Modeling
Investment Strategy
$95 hourly
Eric B.
- 4.9/5
- (199 jobs)
Freelance writing and blogging. Web content.

Investment Research
Writing
Financial Reporting
SEO Writing
Content Writing
Financial Writing
Business Writing
$70 hourly
Arghya R.
- 5.0/5
- (5 jobs)
Experienced quantitative trader and data scientist. The scope of the work can and will be modified at the client's request. Professional Skills: Python R Excel/VBA C++ SQL MATLAB Big Data Machine Learning Time Series Manipulation Blockchain Engineering Project Management Business Writing

Investment Research
Big Data
Quantitative Analysis
Equity Research
Visual Basic for Applications
Investment Strategy
Statistics
Data Analysis
Data Visualization
SQL
Data Science
Machine Learning
Python
R
$50 hourly
Neil A.
- 5.0/5
- (5 jobs)
Nearly 40 years' experience in commercial real estate, primarily in the area of valuation and evaluation, but also including mortgage and real estate brokerage on a professional level. Outside of the formal employment experience, I have also been involved with site selection and due diligence for commercial REITs, rating agencies and other investors, and have ties with many smaller commercial and residential investors around the country. • Accomplished in serving the needs of a broad base of clients including major financial institutions, Wall Street companies, REITs, corporations, investors and individuals. • Excellent communication and analytical skills; creative with an eye for detail. • Diverse background in dealing with assets of all types, sizes and locations. • Sincere desire to learn new skills and take on new challenges. • A team player with the ability to compliment others productively.

Investment Research
Real Estate
Argus
Real Estate Financial Modeling
Real Estate Appraisal
Real Estate Investment Assistance
Microsoft Word
Microsoft Excel
Financial Analysis
$80 hourly
Luke V.
- 5.0/5
- (3 jobs)
I'm currently working as a fractional CFO consultant for small and medium sized business owners in various industries, typically early-stage. I also am doing freelance work to help clients with all things excel, financial modeling and valuation, and potentially to meet longer-term future fractional CFO clients. I have ~10 years of professional experience ranging from investment banking equity research to fractional CFO consulting. I majored in Finance and also have my CFA (Chartered Financial Analyst) designation. I'm highly experienced in Microsoft excel (formatting, formulas, shortcuts, automation, etc.), financial modeling and analysis, data analysis, business valuation, industry analysis and trends, strategic financial decisions, personal finance, etc. If you need help with financial modeling and valuation, excel, organizing/formatting excel files, creating/recreating useful tools/models in excel, or need help with business financial decisions, I can help.

Investment Research
Microsoft Word
Finance & Accounting
Personal Finance
Private Equity
Business Valuation
Equity Valuation
Business Strategy
Business Analysis
Communication Skills
Microsoft PowerPoint
Finance
Company Valuation
Microsoft Excel
Financial Modeling
$45 hourly
Anthony G.
- 5.0/5
- (2 jobs)
With many years of experience in data research, analysis and management, my extensive knowledge of data combined with technical and communication skills allows me to deliver clear, useful information that adds value for clients. In short: I’m a problem solver who seeks efficient and innovative solutions. I have a diverse set of data skills, but my specialty is building tools that can be used for a variety of purposes: data analysis, custom calculations, data tracking, logs, dynamic reports, data visualization, and more. To ensure the best results, I leverage the power of Microsoft applications, such as Excel and Power BI. Over the course of my career, I’ve regularly collaborated with operations teams and business owners, handling requests to help with efficiency and productivity. My promise to all clients: high-quality, detailed professional results with rapid project turnarounds. My deliverables are clean, meticulous and clearly presented. My highest priority is that my clients are completely satisfied, and that they fully understand what I provide to them. I can add value to your business and teams by: • Creating custom tools using spreadsheets and multi-sheet workbooks that utilize Excel functions, formulas and formatting • Providing custom documentation to support the business tools I develop, as well as Data Visualization Reports, Tutorials, Data Dictionaries, etc. • Using SQL to extract and analyze data, perform calculations, and develop quality checks for accuracy, logic and timeliness My Areas of Expertise: • Building Business Tools with Excel • Analyzing Database Content • Technical Writing: Custom Reports, Data Reference Guides, Content Catalogs, Tutorials, Requirements

Investment Research
Microsoft Power BI
Financial Reporting
Written Comprehension
Microsoft Excel
Database
Data Analysis
SQL
$35 hourly
Willard V.
- 5.0/5
- (2 jobs)
As a driven and insightful finance professional with a Business and Finance degree, I specialize in leveraging financial analysis and strategic planning to drive business growth and optimize investment outcomes. My experience across prestigious institutions like Touchstone Investments, Morgan Stanley, First Citizens Bank, and The Oliver Private Wealth Management Group of Wells Fargo Advisors has equipped me with a deep understanding of market dynamics, wealth management, and operational efficiency. My ability to distill complex financial data into actionable insights has been a cornerstone of my career, enabling clients to navigate the complexities of investment decisions with confidence. I am committed to precision, analytical rigor, and clarity in communication, ensuring that each client is empowered to achieve their financial and strategic objectives. Collaborating with me offers: 1. Comprehensive financial statement analysis and investment evaluation. 2. Proven expertise in identifying and capitalizing on market trends. 3. Tailored wealth management strategies that align with personal and business goals. 4. A dedicated partnership focused on maximizing your financial potential. I am eager to contribute to your success by applying my analytical skills, strategic foresight, and financial expertise to overcome challenges and seize opportunities. Let’s collaborate to transform your financial vision into tangible results.

Investment Research
Company Valuation
Financial Analysis & Valuation
Financial Reporting
Accounting
Cash Flow Statement
Financial Report
Analytical Presentation
Accounting Basics
Asset Management
Sales
Finance
Financial Analysis
Business
Financial Statement
$150 hourly
Robert G.
- 0.0/5
- (1 job)
I specialize in marketing & design for real estate developers. There's a million designers on Upwork, but what they lack is the industry knowledge to give you what you need the first time around. Time is money and having to coach someone through the intricacies of real estate development or what an investor or debt provider needs just doesn't work for this fast paced environment. In my experience, someone with design or marketing chops alone just doesn't cut it because none of us have time for rework. I have over 15 years of Real Estate experience, with in-depth knowledge and established systems for Branding, Marketing, Pitch Deck Creation, Pro Forma Analysis, Market Research, Due Diligence, Investment Analysis, and everything you need to capital raise and support your project in getting to the next phase. - Over $100M in equity raised - Full Branding & Design Services - Marketing Strategy and Implementation Road-mapping - Active Real Estate Portfolio valued at over $50M - Experienced in Hospitality, Single Family, Commercial, and Multi-Family - Over $2B in financial transactions - Selective Client Base to ensure impeccable results - Frequent communication to ensure all parties are on the same page My diverse team has a strong marketing and design background, so while we specialize in real estate we're also able to support the right clients with general marketing services, such as web design, logo creation, branding guides, and brand strategy.

Investment Research
Construction Document Preparation
Capital Markets
CRM Software
Market Research
Financial Analysis
Real Estate Investment Assistance
Pro Forma Statement
Branding & Marketing
SEO Strategy
Web Design
Pitch Deck
Freelance Marketing
Marketing
Real Estate
$30 hourly
Parker S.
- 5.0/5
- (4 jobs)
I am a current stay-at-home dad looking for some work to supplement our family income. I have extensive experience in google sheets (not script writing). I am also an expert in financial markets (stocks, bonds, ETFs, options). I also enjoy QA testing and finding way to enhance your UI or find bugs/faults in apps and/or data.

Investment Research
Investment Strategy
Investment Portfolio Review
Google Sheets
$14 hourly
DaQuois M.
- 5.0/5
- (20 jobs)
Investments advisor, looking to get into different investments that could help you in the future. Along with agriculture getting into the poultry farming business seeking help I’ll be able to assist you with that.

Investment Research
Investment Strategy
Supply Chain Management
Investment Banking
Customer Support
Agriculture & Forestry
Communications
$22 hourly
Kervens B.
- 0.0/5
- (0 jobs)
Business Administration graduate, passionate about Finance, Accounting, Banking, Investing etc. If it’s number, I simply love it. My past experiences and employers testify my , analytical skills, work ethic, knowledge, willingness to find solutions and work towards the common goal(s).

Investment Research
Personal Finance
Payroll Reconciliation
Invoice
Accounts Receivable
Accounts Payable
Microsoft Word
QuickBooks Online
Oracle NetSuite
Microsoft Excel
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