Hire the best Investment Researchers in Ontario

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$100 hourly
Abdur Rehman A.
- 4.9/5
- (67 jobs)
As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.

Investment Research
Anti-Money Laundering
Immigration Business Plan
Business Report
Financial Planning
Industry Research
Microsoft Excel
Equity Research
Financial Reporting
Financial Analysis
Pitch Deck
Business Plan
Financial Projection
Company Research
Report Writing
$70 hourly
Sid S.
- 5.0/5
- (17 jobs)
I specialize in assisting Real Estate Development firms and Private Equity Funds with capital raising, modeling and deal analysis support. With six years of experience managing investments totalling $2 billion across multifamily, industrial, and hospitality asset classes, I bring valuable insights and results-oriented strategies to the table. Financial Modeling and Analysis: I excel in creating robust financial models to evaluate investment opportunities, assess risk, and forecast returns. My expertise lies in cash flow projections, sensitivity analysis, and scenario planning. Capital Raising Strategies: I have successfully raised capital for various projects. I understand the intricacies of structuring deals, identifying potential investors, and presenting compelling investment propositions. Market Research and Due Diligence: My ability to conduct thorough market research and due diligence sets me apart. I analyze market trends, property performance, and competitive landscapes to inform investment decisions. Deal Underwriting: I am adept at underwriting real estate deals, assessing risk factors, and determining optimal financing structures. My attention to detail ensures accurate financial assessments. Relationship Building: My interpersonal skills allow me to build strong relationships with investors, developers, and industry professionals. Maintaining investor confidence is second nature to me. Sector Expertise: My experience across multifamily, industrial, and hospitality asset classes gives me a holistic understanding of the real estate landscape. I adapt strategies based on specific property types and market dynamics.

Investment Research
Real Estate Financial Modeling
Real Estate Business Plan
Data Analytics
Capital Markets
Investment Strategy
Real Estate Investment Assistance
Financial Analysis & Valuation
Presentations
Microsoft Excel
Forecasting
Financial Modeling
Real Estate Financial Model
Real Estate Acquisition
$100 hourly
Mohammed S.
- 4.9/5
- (83 jobs)
As an Investment Analyst with a strong background in financial research, investor targeting, and fundraising strategy, I specialize in helping startups and businesses secure capital by developing compelling pitch decks, conducting in-depth financial analysis, and identifying the right investors. My expertise spans across investment research, business valuation, and financial modeling, enabling me to craft data-driven insights that support informed decision-making. I have successfully worked with startups raising over $50+ million in Series A funding, where I played a key role in refining their pitch deck and identifying mission-aligned investors. With access to PitchBook, I conduct thorough investor research to connect businesses with venture capital firms and family offices that match their growth strategy. My core services include: ✔ Investor Research & Fundraising Strategy – Identifying and prioritizing venture capital and family office investors using PitchBook. ✔ Pitch Deck Creation & Business Storytelling – Crafting investor-ready presentations that highlight financial strengths, market opportunities, and scalability. ✔ Financial Modeling & Valuation – Building robust financial projections and valuation models to support fundraising and strategic decision-making. ✔ Market & Competitive Analysis – Providing insights into market trends, industry benchmarks, and competitor positioning. I work closely with founders, executives, and investment teams to ensure their fundraising efforts are highly targeted and strategically positioned. Whether you’re preparing for a Seed, Series A, or later-stage investment round, I can help refine your fundraising narrative, create a data-backed pitch deck, and connect you with the right investors. Let’s discuss how I can support your fundraising journey.

Investment Research
Newsletter Writing
Equity Research
Microsoft Excel
Financial Projection
Financial Analysis
Valuation
Financial Modeling
Investment Strategy
Writing
Report Writing
Blog Writing
Content Writing
Article Writing
Financial Writing
$100 hourly
Andrew C.
- 4.8/5
- (35 jobs)
Student at New York University's Stern School of Business, with prior experiences in private equity, hedge funds, government FP&A, and at an investment bank. Advanced financial modeling and data analytics skills within Excel, Python, Power BI, PowerPoint, and VBA. Ranked 4th worldwide at Financial Modelling Collegiate World Championships.

Investment Research
IBM SPSS
Corporate Finance
Financial Writing
Portfolio Management
Financial Modeling
Stata
Managerial Finance
Economic Analysis
Equity Research
Economics
Data Analysis
$80 hourly
Lingfei X.
- 5.0/5
- (0 jobs)
Jeffrey has devoted himself to the financial services industry for over 15 years. Right after he acquired his first Master's degree in finance, he started his career as an auditor with PwC, then moved to the investment banks and originated/executed dozens of IPOs, M&As, and/or listings on China's main stock exchanges. Later, Jeffrey immigrated to Canada and re-launched his career as an M&A associate with BriGlobe Capital. After that, he worked with RBC I&TS as a fund accountant and derivative valuation analyst. Currently, Jeffrey is a quantitative researcher with MyGalaxy Financial, focusing on exploring and exploiting quantitative investment opportunities, mainly in the area of derivatives. During his spare time, Jeffrey cares about social development. He successfully wrote the Bar exam (China) and volunteered to provide legal assistance to those who needed it but were in a distressed financial situation. Since moving to Canada, Jeffrey has been active in political campaigns, aiming at making the community a more inclusive, diversified, and equitable one. He once accepted a short-term offer and assisted Dipika Damerla in successfully running for councilor of the city of Mississauga, ON. Nowadays he is a voting Council member of a public school. Jeffrey holds a Master's degree in finance and another Master's degree in financial engineering. Also, Jeffrey is a CFA charterholder and certified Financial Risk Manager (FRM).

Investment Research
Business Translation
Law
Financial Audit
Financial Statement
Financial Risk
Risk Management
Data Analysis
Visual Basic
Tableau
R
Python
Quantitative Research
Investment Banking
Chartered Financial Analyst
$50 hourly
Aanisha B.
- 5.0/5
- (4 jobs)
Investments professional with 4+ years of work experience in Investment Banking, Consulting and Institutional Investments | Due Diligence Expert | Looking for opportunities in North America | Available to be on a retainer or on contract employment as well | On a sabbatical from professional work

Investment Research
Business Consulting
Investment Strategy
Investment Portfolio Review
Pitch Deck
Due Diligence
Discounted Cash Flow
Project Finance
Financial Modeling
$60 hourly
William S.
- 5.0/5
- (1 job)
I’m a Harvard-educated consultant with 7+ years of experience in real estate and venture capital. For start-ups and VC clients: I offer services in strategic planning, market sizing, financial modelling, valuations and analysis, business plan development, and comprehensive fundraising support—including strategy, outreach, and pitch deck design. I also provide in-depth market research and content creation tailored to your needs. For real estate clients: I offer market research, financial modelling and analysis, development and investment strategy, investment memoranda, investor presentation design, and securing affordable housing grants.

Investment Research
Financial Analysis & Valuation
Project Management
Pitch Deck
Business Writing
Grant Writing
Fundraising
Financial Modeling
Analytical Presentation
Business Planning & Strategy
Management Consulting
$150 hourly
Mkhitar A.
- 0.0/5
- (0 jobs)
With over 10 years of experience in M&A, corporate development, venture capital, and investment banking and passion for identifying undervalued and miss-priced market opportunities, I led and executed more than 50 M&A and VC transactions. Developed over 100+ extensive financial models as well as numerous pitch decks, investment memos and other marketing materials. In 2024 I was accepted to Smith School of Business MBA program and was awarded the Stephen J.R. Smith MBA Scholarship. I am a certified financial modeling and valuation analyst (FMVA) and a CFA Level 2 candidate (Nov.2024), with skills in financial modeling, corporate finance, and investment management.

Investment Research
SQL
Asset Management
Pitch Correction
Financial Model
Microsoft Word
Investment Banking
Business Development
Investment Strategy
International Development
Microsoft Office
Elevator Pitch
Fundraising
Financial Analysis
Microsoft Excel
Pitchbook
Financial Modeling
Presentations
$100 hourly
Andy W.
- 0.0/5
- (1 job)
I have more than 15 years experiences in China Financial and financial information market. Whether you're trying to Consult or manage project related with China, analyze your market, I can help. I have invested in wealth management firm targeting high net worth clients in China, focusing on overseas investment in insurance and real estate. I have a IT background with years in investment banking and mutual fund experience. I run my own business in commodities trading between North America and China. I graduated from the best university in China with high-level alumni members. I love to communicate regularly, to match every word and information is really important in dealing with business nowadays.

Investment Research
Business Management
Asset Management
Investment Banking
Sales
Risk Management
Analytical Presentation
Project Risk Management
Project Management
Financial Analysis
$50 hourly
Adnan K.
- 5.0/5
- (1 job)
With 10+ years of experience, I have successfully spearheaded securitization efforts involving assets worth over $5.1 billion while also having managed a robust commercial banking portfolio exceeding $50 million in loan volumes. My expertise in deep financial statement analysis, coupled with a keen ability to identify risk parameters, has earned the trust of the leadership team, enabling me to handle significant responsibilities. I excel in delivering clear and concise information to both internal and external stakeholders. As a manager, I have proven my adeptness at guiding teams and nurturing talent. Additionally, my CFA designation reflects my unwavering commitment to continuously enhancing my skills and knowledge.

Investment Research
Market Research
Financial Statement
International Business
Company Research
Cash Flow Statement
Chartered Financial Analyst
Finance
Cash Flow Analysis
Calculation
Business
Data Table
Financial Projection
Forecasting
Financial Report
$30 hourly
Rafael A.
- 5.0/5
- (6 jobs)
Are you looking for a professional with over seven years of experience in capital markets and expertise in data management and analysis? 📢 I bring in-depth knowledge of fixed-income, equities, and FX, combined with advanced data handling and analytical skills. My experience includes designing and implementing effective strategies that drive results and uncover valuable opportunities across various environments. 📢 By leveraging my ability to analyze complex data and assess risks, I can deliver actionable insights that support strategic decision-making and unlock growth potential in financial and non-financial contexts alike. I can help you on: ✅Create or fixed error formula (vlookup, hlookup, power pivot, complex conditional IF, etc) ✅Data analysis/insight ✅Data cleansing (duplicates, error) ✅Merge multiple Excel/sheets into one ✅Comparing/Matching data and finding the gap ✅Summary for report ✅Re-formatting (Separation, categorization ✅Manage or organize data ✅Provide meaningful insights through exploring data, identify patterns, trends, and anomalies. ✅Apply statistical techniques to analyze data and extract the insights. ✅Compelling data visualizations to communicate insights and present it in a clear and understandable manner. ✅Provide recommendations based on analysis. Let’s connect to explore how my expertise can drive meaningful outcomes for your organization across diverse challenges and objectives.

Investment Research
Data Analytics
Dashboard
Data Visualization
Data Management
Data Mining
Data Entry
Portfolio Performance Modeling
Capital Markets
Microsoft Excel
Risk Management
Stock Market
Investment Strategy
Economic Analysis
Economics
$60 hourly
Sahifa A.
- 0.0/5
- (0 jobs)
Detail-oriented finance professional with extensive experience managing end-to-end M&A processes, including due diligence, financial analysis, legal compliance, and operational integration. Proven ability to assist with valuation services by analyzing market data, performing financial modeling, and delivering strategic insights to drive business decisions. Adept at collaborating across teams to ensure seamless transaction execution.

Investment Research
Mergers & Acquisitions
Financial Modeling
Real Estate Financial Modeling
Excel Formula
Excel Macros
Microsoft Excel
Quantitative Finance
Forensic Accounting
Financial Analysis & Valuation
Finance
$7 hourly
Abhishek R.
- 5.0/5
- (1 job)
With over 8 years of buy-side experience, I am a seasoned commercial real estate investment and asset management professional. I have led the investment and asset management functions for platforms with reputed investors such as Canadian Pension Plan (CPP) and Allianz, underwriting investment and creating value for them through the implementation of value-add initiatives. I have successfully executed multiple transactions, achieving attractive returns and enhancing the value of the assets. My core competencies include financial modeling, valuation, due diligence, deal structuring, asset management, portfolio optimization, and strategic planning. I am passionate about leveraging my expertise and skills to deliver optimal solutions for investors, stakeholders, and communities.

Investment Research
Document Review
Real Estate Acquisition
Investment Banking
Business Plan
Business Planning & Strategy
Presentations
Financial Reporting
Budget
Chartered Financial Analyst
Analytical Presentation
Financial Variance Analysis
Financial Modeling
$75 hourly
Charissa L.
- 0.0/5
- (0 jobs)
ABOUT ME Experience in client service at Tier 1 global investment bank, alternatives strategy development and investing at top Canadian pensions. Perform at a high level within a dynamic, entrepreneurial environment. Global perspective and relationship capital from having worked and lived in South Africa, England, Canada, China and the USA. 4 years in investment banking, 10 years in private equity investing. Proven track record, having led transactions totaling over $1.5 billion globally. Screened potential investment targest and insured compatibility with fund strategy. Monitored portfolio companies' performance and prepared reporting packages. Projects include: - Financial / commercial due diligence for acquisitions (healthcare, food and beverage, financial services, tech) - Financial planning / capital forecasting for a family office focused on private equity investments (funds and directs) - Financial planning, capital allocation, investment execution and portfolio management for single family office - Capital introductions for fundraising / brand awareness of venture capital firm - Led due diligence for personal private equity investment, joined by high net worth family to co-invest - Advised institutional investors on strategic positioning, shaped narrative and developed fundraising materials HOW I CAN HELP I can help with your financial model, business plan/strategy and cash flow management. The financial models I build are easily auditable, allowing a user to change assumptions, with the change flowing through all the elements of the model. Clients can sensitize revenue, margins, expenses. I can even help to simply clean up existing models, and look into AI solutions to help automate and streamline your process. Please reach out with questions or a chat about how we can work together. I look forward to connecting! SKILLS Financial Modeling | Valuation | Pitchdeck/Investment Memo | Private Equity | Funds | Strategy | Asset Allocation | Portfolio Management/Construction | Problem Solving | Collaboration

Investment Research
Fundraising
Venture Capital
Private Equity
Chartered Financial Analyst
Portfolio Management
Investment Portfolio Review
Investment Banking
Pitchbook
Valuation
Financial Planning
Financial Modeling
Investment Strategy
Pro Forma Statement
Financial Analysis
$67 hourly
Chukwuemeka O.
- 0.0/5
- (2 jobs)
Professional summary Experienced chartered accountant with over 12 years of experience in the financial markets industry. Skilled in interpreting complex financial data and reviewing reports to aid business decision-making. Specializes in portfolio management, mergers and acquisitions, and auditing private and public companies. Has a strong understanding of accounting standards and regulations. Advanced Excel skills for designing and enhancing reporting capabilities. A results-oriented and analytical thinker with excellent communication skills.

Investment Research
Life Insurance
Relationship Management
Private Equity
Budget Planning
Forecasting
Mergers & Acquisitions
Tax Accounting
Internal Auditing
Financial Statements Preparation
Project Management Professional
Tax Theory
$13 hourly
Vishal S.
- 0.0/5
- (0 jobs)
Dynamic finance professional with extensive experience in fund accounting, financial analysis, and process optimization. If you are looking for a fund valuation services I can help.

Investment Research
Cash Flow Analysis
Customer Acquisition
Sales
Marketing
Financial Audit
Relationship Management
Fund Accounting
$50 hourly
Tola A.
- 0.0/5
- (0 jobs)
Demonstrated proficiency in analyzing and effectively solving complex problems within a fast-paced environment, showcasing a keen ability to think critically and make sound decisions. *A highly articulate, hardworking, assertive and conscientious individual, who is passionate about delivering exceptional results, while maintaining a professional attitude and thriving in a competitive and challenging atmosphere. *Adept at building positive relationships with individuals from diverse backgrounds and cultures, demonstrating a strong ability to connect with and relate well to all types of people. *Successfully refinanced mortgages, secured and unsecured lines of credit, and personal loans, within a six-month period, demonstrating a high level of expertise in financial management and decision-making. *Possesses excellent interpersonal and communication skills, with a proven ability to effectively communicate complex ideas and concepts to relevant parties at all levels. *An experienced team player, who is dedicated to achieving team objectives and fostering a collaborative work environment. *Displays a strong ability to work efficiently and effectively within strict time frames and with minimal supervision, while maintaining exceptional attention to detail. *Proficient in various software applications including MS Word, Excel, and Internet and email, showcasing a high level of technological acumen.

Investment Research
Sales
Microsoft Word
Freelance Marketing
Outbound Sales
Marketing
Finance
Telemarketing
Filing
Keyboarding
Microsoft Excel
$40 hourly
Natalie M.
- 0.0/5
- (0 jobs)
Multi-asset derivatives trader from Toronto with a background in investing and a passion for UX/UI design.

Investment Research
$20 hourly
Allen L.
- 0.0/5
- (0 jobs)
I'm an accountant with CPA license and MBA degree experienced in project accounting, bookkeeping, tax preparation and planning for small and medium-sized businesses.

Investment Research
Business Coaching
Accounting
Financial Planning
Financial Analysis
Budget Planning
Bookkeeping
Tax Preparation
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