Hire the best Investment Researchers in Tennessee
Check out Investment Researchers in Tennessee with the skills you need for your next job.
- $125 hourly
- 5.0/5
- (37 jobs)
Finance professional with ~10 years of i) investment banking; ii) valuation consulting; iii) equity research; and iv) private equity experience, exceptional fundamental and technical knowledge and sound understanding of financial markets. Primary Services Include: -Independent Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Microsoft Excel/PowerPoint/Word Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida
Investment Research
Business ValuationMergers & AcquisitionsEquity ResearchPrivate EquityInvestment BankingValuationInvestment StrategyMicrosoft OfficeMicrosoft Excel - $75 hourly
- 5.0/5
- (27 jobs)
I worked as an investment analyst and real estate broker where my focus was on sourcing, underwriting, and brokering commercial real estate deals. I enjoy making complex financial information accessible. My recent experience includes: • Developed investment thesis and the business plan for acquiring multi-family assets in the Southeast region • Conducted economic research to select markets and sites for acquisitions • Created proforma acquisition models in Excel • Closed on 2.4m acquisition in December of 2020 • Proforma financial modeling for 2 Build-to-Rent (BTR) developments
Investment Research
Industry KnowledgeMarket AnalysisReal Estate Financial ModelingReal Estate Investment AssistanceReal EstateFinancial AnalysisMicrosoft ExcelFinancial Modeling - $50 hourly
- 5.0/5
- (1 job)
In my role with Alliant Insurance Services (a $4bn+ revenue company), some of the things I have been tasked with are: • Collaboration with senior executives and C-Suite executives to assess the strategic fit and compatibility of target companies with Alliant’s business model and industry focus • Contribution to due diligence efforts by analyzing and summarizing financial statements and confidential information memorandums of potential acquisition targets through the use of Excel, Salesforce, and PowerPoint • Creation of a comprehensive equity appreciation pivot table in Excel, outlining Alliant’s growth over 18 years compared to other top brokerages, the SNP, and the Dow, showcasing financial prowess and diligent research • Streamlined Salesforce data processes on acquisition targets totaling over $1B+ in revenue I am a fantastic communicator. My phone is attached to my hip; you will get a response within 10 minutes. The M&A world is hardcore, and I understand how serious this business is, and how serious I will be taking the tasks assigned to me. Due to the confidentiality of my work, no previous work is displayed on my profile for others to see. This goes the same for my clients; your work will never be shown or leaked online. It is safe with me.
Investment Research
AccountingBookkeepingMergers & AcquisitionsData EntryAnalytical PresentationFinance - $95 hourly
- 4.9/5
- (163 jobs)
Hello. Greetings from Nashville. Thanks for taking a look at my profile. I provide c-level Fractional Sales and Marketing services to SMBs and entrepreneurial start-ups. To cover my qualifications: - 14 years on Upwork. I am a full-time freelancer and put my Upwork work first. I work only on-platform and know how to maximize client cost-effectiveness through responsible recording of time, sticking to the agreed-to-budget, and producing work that is appreciated for its value. - Expert Vetted This means I have been pre-screened through 1:1 personal interviews by the Upwork Talent Team. My projects have been checked to verify that they represent expert-level work delivered to many clients over a period of years. Upwork displays this badge only to "Enterprise Clients". I can send a screen shot of this badge from my profile. It distinguishes my services as top 0.5% across all Upworkers. - Personally | +150 projects and +5000 work hours completed. This has amassed a profound basis of experience and expertise within me. - 35 years in business. I entered the corporate workforce in 1986. I bring deep business experience to my projects. From 1990 to 1997, I led the sales and marketing function for a start-up that grew from 10 people to 600 in six years. We then sold the firm for more than $70 million. The early-ins did well financially. Since then, I have been financially secure and built my life around a wonderful career as a sales consultant, C-level executive, Digital Marketing Agency partner, and writer. - salesQB Licensee I am a salesQB licensee and expert in delivering the salesQB fractional CSO methodologies, approaches, and services. SalesQB is the nation's leaving Fractional CSO consultancy, with more than 90 QBs located nationwide. I cover the Nashville metro area locally and am a Remote Services specialist for firms located across the country. ____________________________________________________________________________ Education | Sales Training - My educational credentials include a: BS in Electrical Engineering (Texas A&M, '84) MBA in Finance (Texas A&M, '86). - I have formal sales training from: NCR | Major Account Sales IBM | Major Account Sales Miller Heiman.| SMB to SMB and B to Corporate gold standard of sales training _______________________________________________________________________________ Here is a list of my personal focus areas in service. Please keep in mind I have worked on more than 150 major projects on Upwork, so I have developed a lot of skills! - Strategic Consulting | C-level Fractional CSO Services I provide "C-level" management consulting, market strategy analysis, cash flow analysis, and business plan development services. Downstream from this, I have delivered strategic research services, developed complex marketing plans, installed marketing-sales infrastructure, and provided sales executives with training in complex sales processes. - Strategic Consulting | Lead Generation, including SDR and Digi Marketing Through alliances with leading Digital Marketing consultancies located worldwide as well as my own SDR prospecting services, I have delivered led lead generation projects spanning PPC, SEO, Social Media Management, branding, and content-push. - Business and Technology Writing In 2007, to celebrate my 'mid-life crisis', I bought a nice sailboat, moved to Key West, and decided to become a writer. This was the genesis of my Upwork career. Since then, I have completed more than 60 writing projects, including every form of major business writing: websites, social media content, print materials, information sheets, sales collateral, and blogs. On the blog side, I am a ghostwriter-published content creator for Forbes Online. _______________________________________________________________________________ I provide pro bono services upfront to learn your business model, gain knowledge about the project, and form my proposal. This typically includes 3 to 4 calls and multiple email communications to make sure I understand the project completely before I quote time and effort. Thank you for your time, and have a great day! John
Investment Research
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