Hire the best Investment Researchers in Pennsylvania

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$100 hourly
Patrick F.
- 5.0/5
- (6 jobs)
Patrick has 10 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks English, Portuguese, and Spanish.

Investment Research
Copywriting
Financial Writing
Investment Strategy
Forex Trading
Investment Banking
Financial Planning
Financial Management
Finance & Accounting
$95 hourly
Ben T.
- 5.0/5
- (64 jobs)
What I offer is simple: engaging content on an array of financial topics suited for experienced professionals and casual readers alike. I hold an MBA in finance as well as a BA in English Literature with experience at Oxford University, UK. My work has been reviewed in The Wall Street Journal. I have written for publishers as well as online resources like Nasdaq, Business Insider, and Seeking Alpha. Discover the value of one writer devoted exclusively to you.

Investment Research
Financial Prospectus Writing
Writing
Article Writing
Content Writing
Financial Writing
Business Writing
Business Plan
Financial Analysis
$100 hourly
Morgan M.
- 4.8/5
- (59 jobs)
EXCEL: Forecasting and Projections ● Fund/Investment Return Calculations ● Fund Accounting ● DCF/Financial Models ● Data Compilation and Analysis ● Pivot Tables ● Macros ● Sales and Prospect Pipelines ● Project Trackers ANALYSIS: Financial Statement Review ● Valuations ● Investment Opportunity Review ● Financial Planning ● Due Diligence ● Performance Reporting POWERPOINT: Pitch presentations ● Marketing decks ● One pagers / Factsheets ● Product / Service overviews RESEARCH: Market Research ● Competitor Research ● Investment Research ● Comp Analysis WRITING: Business Plans ● Investor Memos ● Case Studies

Investment Research
Venture Capital Consulting
Private Equity
Company Valuation
Fund Accounting
Due Diligence
Financial Reporting
Financial Planning
Market Segmentation Research
Microsoft Excel
$40 hourly
Dan S.
- 5.0/5
- (32 jobs)
I am an accomplished writer and editor with experience in content creation and management. I received a BA from Penn State University in journalism and certification in technical writing from the University of Wisconsin. I have successfully written for financial firms and websites like Capital One, Vanguard, Benzinga, PerformLine, and MarketBeat. I'm an advocate for transparency and simplicity in personal finance, and thanks to the Great Courses lecture series, I've become well-versed in topics like money management, economics, markets, and investing. I got my start writing about sports betting and statistical analysis. I ran the Sons of the Spectrum website and podcast from 2012-2016, employing up to seven writers simultaneously. In addition to writing weekly articles, I also hosted and edited the podcast, developed schedules for all writers, proofread and edited all content, and managed social media accounts (Twitter, Facebook, etc.). I also work in procurement at an industrial manufacturing company and assist in creating and editing company brochures, instruction manuals, and internal employee communications. I began my freelance career to make extra money on the side but also because I genuinely enjoy writing and learning about new topics. I once wrote 2,500 words about asbestos removal, so I'm fairly versatile when it comes to topics and research.

Investment Research
Market Trends
Personal Finance & Wealth Management
Financial Writing
Writing
Search Engine Optimization
Content Creation
Business Services
English
Technical Writing
$50 hourly
Sanjay K.
- 0.0/5
- (0 jobs)
Quantitative analytics professional with experience running end-to-end projects within the statistical modeling and machine learning domains. Strong technical knowledge of data science methods and related Python libraries. Expert knowledge of financial market applications of quantitative analyses. Possess expertise in the following areas: - Building machine learning models from the ground-up; all types of neural nets - Statistical Analysis of large data sets; Probabilistic modelling of uncertainty - Optimization algorithms for machine and statistical learning, as well as for more traditional models - Financial market and econometric applications; substantial experience evaluating trading strategies in both cash and derivatives markets across all asset classes - Python coding projects, from scratch as well as via the most popular libraries Education: - Undergraduate Mathematics: Stanford University School of Continuing Education - Graduate Mathematics: University of Washington's Applied and Computational Mathematics Masters program - Graduate Statistics: MicroMasters in Statistics and Data Science from MIT/MITx Work Experience: - Director of Research & Portfolio Manager at Gallatin Capital Management - Chief Investment Officer at Youngs Advisory Group - Senior Research Analyst at Harvest Fund Advisors Recent Projects and Research: - LSTM recurrent neural network architecture to model long-term dependencies in equity volatility time series; coded in PyTorch and TensorFlow - Bayesian framework combined with Markov-Chain Monte Carlo modelling to dynamically determine parameters for Risk-Parity asset allocation; coded in PyMC. - Non-smooth optimization problems to determine sparse representations of large and dense data sets; coded in SciPy - Sampling Methods for Stochastic Gradient Descent; applications to Machine Learning I am currently a Hedge Fund Manager and was previously a CIO for a wealth management firm. My passion is global macroeconomics within an investment context, and I have in-depth experience across many assets classes, including equities, rates, volatility, currencies. My experience spans asset and wealth management, and so I have a broad perspective on asset allocation and investment process. I can help with: - Asset allocation - Portfolio strategy, structure and design - Investment process and philosophy - Portfolio risk management - Individual investment due diligence

Investment Research
Python
Security Analysis
Time Series Analysis
Data Science
Linear Algebra
Optimization Modeling
Machine Learning
Probability Theory
Bayesian Statistics
Statistical Analysis
$50 hourly
Faith Evelyn G.
- 0.0/5
- (1 job)
I am a seasoned professional with a proven track record of excelling in managerial roles and client engagement within the finance and high-net-worth client management industries. Graduating from Temple University with honors, I bring a capacity for strategic thinking and adaptability. In my role as the Investment Division manager at Porter and Guide, I oversaw the development of investment strategies, met with our high-net-worth clients for in-depth product discussions, and cultivated relationships with industry leaders. My strong work ethic and creative problem-solving shine through in my roles as a manager and analyst at the second-largest mutual fund company in the world, Wellington. My creative insights and abilities are evident in my adeptness at product marketing, as seen in my creation of investment newsletters, white papers, and ongoing client communication. I am a self-taught programmer and data analyst, which has allowed me to pursue many personal interests in blockchain and cryptography. I embody versatility and innovation in problem-solving. Whether it's navigating market trends or fostering meaningful client relationships, my ability to think on my feet and lead with confidence sets me apart in any endeavor.

Investment Research
Security Assessment & Testing
Security Analysis
SQL
Python
Investment Banking
Investment Preparation
Investment Strategy
Investment Portfolio Review
Cost Analysis
Gap Analysis
Review
Derivatives Trading
MATLAB
$45 hourly
Kalle K.
- 0.0/5
- (1 job)
I am an applied mathematics major from UCLA who is familiar in many forms of data analysis, regressions, modeling, etc. In addition, I am also a Business Economics major and have completed econometrics courses. As a result I specialize in economic, price, and consumer data analysis. Over the 2021 summer I worked with Johnson and Johnson on a project centered around the best way to treat patient censorship. In larger studies, patients will sometimes “drop out” after a certain period of time and I compared a few different ways of treating this sample population. For instance, one method was to compare those who left the study to those who completed it. By determining similar characters between the two groups, I could weigh the “dropouts” into the data. I then tested each different type of data set with a regression of survivorship from cancer-based age, race, starting stage, and a few other variables.

Investment Research
Mathematics
Portfolio Management
Linear Regression
R
$150 hourly
William H.
- 0.0/5
- (1 job)
I am an experienced investment professional (+25 years) with a passion for the retirement business and the markets. I welcome the opportunity to help businesses create the best retirement plan for their employees (protect the business and help empoyees achieve goals) as well as helping guide employees through proper investment selection and planning.

Investment Research
Private Equity
Fundraising
Pension Plan
Financial Plan
Finance
Financial Consulting
Analytics
Investment Strategy
Investment Portfolio Review
$88 hourly
Tyrone T.
- 0.0/5
- (0 jobs)
When it comes to real estate investing strategy and execution, I am the guy to call when you are ready for aggressive growth! Whether you are a new investor looking to start acquiring assets to build your portfolio, a seasoned residential property investor looking to scale into multifamily properties, or a portfolio owner seeking to increase your rental income and maximize profitability, these are just a few examples of the people I have helped achieve their goals. As opposed to many consultants, the coaching, strategies, and assistance that I provide are based on actionable insights and driven by what is working in today’s market. • Coaching & Mentorship • Real Estate Investing Strategy • Residential, Multifamily, and Commercial Property Analysis • Acquisitions & Due Diligence • Property & Project Management • Business Plan Development A Little About Me: 9 years ago, I decided to leverage my business expertise and financial background into building a real estate investment firm to build generational wealth for my family and make an impact on our world. Since then and over the years, I am fortunate to have been able to: • Wholesale and flip properties at scale. • Build and exit a property management firm with over $40MM assets under management. • Manage over $25 million in development and renovation projects. • Personally build a portfolio of 50 units consisting of multifamily, commercial, and residential properties. • Build an operating company and management team to manage our investment inhouse. Recently, I have decided to extend my expertise and experience to empower other investors to streamline their success and avoid costly mistakes, by providing the deep knowledge and expertise that only comes from first-hand investment and management experience. If you are ready to build your asset base, or need assistance with a specific project, please connect and let’s grow!

Investment Research
Expert
Business Coaching
Property Management
Real Estate Financial Modeling
Real Estate Investment Assistance
Real Estate Acquisition
Real Estate
$30 hourly
Andrew C.
- 0.0/5
- (1 job)
I'm and investment and treasury professional experience in investment portfolio management and structured finance securitizations. I have experience in security selection, portfolio management, performance analysis, and strategic asset allocation. I am also a CFA Charterholder (earned in August 2022). I have experience with both general ledger accounting, month end accounting closes from my prior experience with SEI, where I was in the fund accounting department. I also have experience in data entry from my internship experience at LGL partners. I am able to work after my own work hours (after 5pm EST) and on weekends.

Investment Research
Investment Strategy
Investment Portfolio Review
Data Entry
Treasury Management
Management Accounting
Portfolio Performance Modeling
Portfolio Management
General Ledger
Accounting
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