Hire the best Investment Researchers in Texas

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$60 hourly
Jonathan R.
- 5.0/5
- (4 jobs)
I enhance business performance by bridging the gap between strategic IT and operational execution. By viewing challenges through a dual lens of technology and process, I deliver solutions that streamline workflows, reduce friction, and drive measurable growth. My background includes process optimization for a Fortune 100 company and a publicly-traded firm, where I consistently delivered results through a hands-on, research-driven approach. ---------- My previous project experience includes: Strategic IT Implementation: I specialize in delivering end-to-end technology solutions that streamline workflows and enhance productivity. My previous projects include: Software: Asset management systems, secure remote access solutions, and security software configuration. Hardware: Facility security cameras, digital guest sign-in systems, and robust wireless internet for traveling teams. Construction & Real Estate Operations: I apply my operational and tech expertise to the construction and real estate sectors, managing projects, optimizing processes, and ensuring technology is effectively integrated on-site. Education: B.B.A. in Management of Information Systems from the C.T. Bauer College of Business, University of Houston. ---------- How I Help Your Business Succeed: Bridge the Gap: I act as the crucial link between your business operations and technical requirements, ensuring technology is implemented to serve your strategic goals. Manage Complexity: From coordinating multi-vendor IT rollouts to managing construction site logistics, I handle complex projects to ensure they run smoothly, on time, and on budget. Drive Real-World Results: My focus is on delivering practical solutions that streamline your processes, reduce operational friction, and provide a clear return on your investment. My goal is to leverage this unique blend of skills to help your projects succeed, whether it's a corporate IT initiative or a complex construction venture.

Investment Research
Engineering, Procurement & Construction
Construction Management Software
Pre-Construction
Real Estate Investment Assistance
IT Consultation
IT Sourcing
IT Infrastructure
IT Management
Real Estate Acquisition
Interior Architecture
Construction Management
Real Estate
Market Research
Company Research
$40 hourly
Dallas C.
- 4.8/5
- (48 jobs)
I am committed to providing tailored consulting services that address the unique challenges and goals of small and medium-sized businesses. My mission is to deliver a holistic approach, offering strategic solutions designed to drive growth and sustainable success. By focusing on strategic planning, effective communication, and operational excellence, I strive to help businesses thrive in today’s competitive environment. My expertise spans a wide range of services, with a strong emphasis on developing business plans and creating impactful pitch decks. My goal is to support the growth and prosperity of your business through these specialized services. I take pride in my ability to craft comprehensive business plans and compelling pitch decks, which are indispensable tools for business expansion and securing investor interest. With over a decade of experience in business consulting, I bring a results-driven approach that consistently exceeds expectations. Whether your needs include market research, feasibility studies, profitability analysis, or capital acquisition, I am equipped to provide tailored solutions to achieve your goals. Collaborating with me means unlocking opportunities to reach your operational and strategic aspirations, positioning your business for enduring success. I invite you to connect and explore how my expertise can support your growth and transformation.

Investment Research
Business Management
Management Skills
Digital Marketing Strategy
Digital Marketing
Website
Bookkeeping
Microsoft Office
Microsoft Excel
Instagram
Investment Strategy
Business Consulting
Startup Consulting
Investment Preparation
Finance & Accounting
$50 hourly
Loc N.
- 5.0/5
- (19 jobs)
Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.

Investment Research
Data Analytics
Data Analysis
Strategic Plan
Presentation Design
Finance & Accounting
Excel Formula
Financial Analysis
Analytics
Financial Modeling
Financial Planning
Information Analysis
Microsoft Excel
Data Entry
$45 hourly
Braden J.
- 5.0/5
- (14 jobs)
I run Emerging Oaks Capital. Emerging Oaks specializes in private fund advisory and private fund management. I'm an investment professional with 5 years performing investment analysis covering private placement investments - examples include Private Equity, Venture Capital, Commercial Real Estate and Independent Sponsorships. I also have experience running publicly traded equity portfolios and producing expert quality research reports on target equity investments. I have clients that invest in these types of opportunities and clients that mange Funds themselves. If you need help learning how to raise capital, how to structure a fund, financial modeling, or performing diligence on an investment... I'm the perfect fit. Anything related to private investments (also known as "alternative" investments) falls within my realm of competence. A lot of these skills come from practice and cannot be taught in school. I have spent many years collecting big wins along with making mistakes and learning lessons so that you don't have to!

Investment Research
Investment Strategy
Financial Consulting
Startup Consulting
Sales Consulting
Contract Negotiation
Investment Portfolio Review
Real Estate Investment Assistance
Business Management
Business
Valuation
Contract Drafting
Business Analysis
Strategy
Business Plan
$150 hourly
Vlad F.
- 5.0/5
- (57 jobs)
Driven, resourceful, all-around builder and operator, with a relentless focus on results. Leads from the front, clears obstacles, thrives under pressure. Cares what the customer needs. For what I offer here on Upwork, see my profiles for Market Research and AI Integration. ◼︎ 𝗥𝗘𝗔𝗟 𝗙𝗘𝗘𝗗𝗕𝗔𝗖𝗞 ◼︎ "𝘖𝘷𝘦𝘳 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘢 𝘥𝘦𝘤𝘢𝘥𝘦, 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘸𝘰 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦 𝘵𝘩𝘢𝘯 𝘢 𝘩𝘶𝘯𝘥𝘳𝘦𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴, 𝘝𝘭𝘢𝘥𝘪𝘮𝘪𝘳 𝘢𝘭𝘸𝘢𝘺𝘴 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘦𝘥 𝘸𝘩𝘢𝘵 𝘩𝘦 𝘱𝘳𝘰𝘮𝘪𝘴𝘦𝘥 𝘵𝘰 𝘢 𝘩𝘪𝘨𝘩 𝘢𝘯𝘥 𝘦𝘹𝘢𝘤𝘵𝘪𝘯𝘨 𝘴𝘵𝘢𝘯𝘥𝘢𝘳𝘥. "𝘐𝘯 𝘢𝘯 𝘦𝘯𝘷𝘪𝘳𝘰𝘯𝘮𝘦𝘯𝘵 𝘤𝘩𝘢𝘳𝘢𝘤𝘵𝘦𝘳𝘪𝘴𝘦𝘥 𝘣𝘺 𝘩𝘪𝘨𝘩 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯𝘵𝘺, 𝘵𝘩𝘦 𝘰𝘯𝘦 𝘤𝘰𝘯𝘴𝘵𝘢𝘯𝘵 𝘸𝘢𝘴 𝘩𝘪𝘴 𝘳𝘦𝘭𝘪𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘸𝘩𝘪𝘤𝘩 𝘣𝘦𝘤𝘢𝘮𝘦 𝘢 𝘣𝘺𝘸𝘰𝘳𝘥 𝘪𝘯 𝘵𝘩𝘦 𝘰𝘳𝘨𝘢𝘯𝘪𝘴𝘢𝘵𝘪𝘰𝘯. 𝘏𝘦 𝘩𝘢𝘴 𝘢𝘯 𝘶𝘯𝘧𝘢𝘪𝘭𝘪𝘯𝘨 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘮𝘢𝘯𝘢𝘨𝘦 𝘩𝘪𝘴 𝘵𝘦𝘢𝘮 𝘢𝘯𝘥 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘵𝘰 𝘥𝘦𝘭𝘪𝘷𝘦𝘳 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵 𝘰𝘶𝘵𝘤𝘰𝘮𝘦. "𝘝𝘭𝘢𝘥𝘪𝘮𝘪𝘳’𝘴 𝘬𝘯𝘰𝘸𝘭𝘦𝘥𝘨𝘦 𝘰𝘧 𝘵𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺, 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴, 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘢𝘯𝘥 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢𝘯 𝘢𝘴𝘴𝘦𝘵 𝘵𝘰 𝘢𝘯𝘺 𝘰𝘳𝘨𝘢𝘯𝘪𝘴𝘢𝘵𝘪𝘰𝘯. 𝘏𝘦 𝘪𝘴 𝘢 𝘷𝘦𝘳𝘺 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘰𝘳 𝘢𝘯𝘥 𝘮𝘰𝘵𝘪𝘷𝘢𝘵𝘰𝘳 𝘰𝘧 𝘵𝘢𝘭𝘦𝘯𝘵𝘦𝘥 𝘱𝘦𝘰𝘱𝘭𝘦." ★★★★★ —Dominic Pride, CEO, Upstart Breakthrough Strategy “𝘙𝘶𝘵𝘩𝘭𝘦𝘴𝘴𝘭𝘺 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵.” ★★★★★ —Troy Norcross, Enterprise Product Director “𝘐'𝘮 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘸𝘩𝘰 𝘣𝘦𝘭𝘪𝘦𝘷𝘦𝘴 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘢𝘭𝘸𝘢𝘺𝘴 𝘳𝘰𝘰𝘮 𝘧𝘰𝘳 𝘪𝘮𝘱𝘳𝘰𝘷𝘦𝘮𝘦𝘯𝘵, 𝘣𝘶𝘵 𝘐 𝘢𝘮 𝘧𝘪𝘯𝘥𝘪𝘯𝘨 𝘪𝘵 𝘥𝘪𝘧𝘧𝘪𝘤𝘶𝘭𝘵 𝘵𝘰 𝘱𝘳𝘰𝘷𝘪𝘥𝘦 𝘢𝘯𝘺 𝘱𝘰𝘪𝘯𝘵𝘦𝘳𝘴 𝘢𝘴 𝘵𝘩𝘦 [𝘸𝘰𝘳𝘬] 𝘸𝘢𝘴 𝘴𝘶𝘱𝘦𝘳𝘣.” ★★★★★ —Colette Langan, Biopharma Global Commercial Ops Consultant

Investment Research
Market Research
Competitive Analysis
Data Mining
Online Market Research
Company Research
Innovation Scouting
GPT-4
GPT-3
Natural Language Processing
$150 hourly
Jeremy F.
- 4.6/5
- (105 jobs)
Most financial services professionals have a serious marketing problem: • You have deep industry expertise, but it's not easy to translate it into clear, compelling financial writing for your targeted audience. • FinServ spaces are increasingly crowded, making it hard to cut through the noise. • Managing a full-scale financial services content marketing strategy takes time you don’t have. Sound familiar? Too many financial professionals rely on ineffective (at best) marketing tactics: ❌ Cold emails with generic messaging won’t convert serious investors or clients. ❌ Over-the-top LinkedIn and social posts feel forced and inauthentic. ❌ AI-generated content lacks insight and damages credibility. ❌ SEO-stuffed blogs read like keyword soup, driving prospects away. ❌ Affiliate-heavy third-party review pages erode trust. ❌ Generalist marketing agencies tend not to understand finance. Your audience deserves credible, high-value content that is long-form, insightful, and actionable. Before making any major decision, they need trustworthy financial writing. That’s where I come in. How financial writing and content marketing helps you: ✔ Boosts your authority to attract high-value clients and investors. ✔ Builds long-term trust with your audience. ✔ Creates a deep, iterative content library across multiple platforms that’s both evergreen and relevant. ✔ Increases traffic & engagement through optimized financial services content marketing strategies. ✔ Enhances ad performance with compelling, high-impact copy. ✔ Breaks down complex financial concepts into engaging, accessible content. If you need investment writing and financial services content marketing that delivers results, let’s talk.

Investment Research
Business Report
Business Editing
Editorial Writing
White Paper
Blog Writing
Essay Writing
Financial Writing
White Paper Writing
Content Writing
Online Writing
Business Writing
Article Writing
Report Writing
Writing
$40 hourly
Christine W.
- 5.0/5
- (2 jobs)
I am a seasoned finance/accounting professional and equity analyst. I am a CPA and MBA with big four managerial experience and I graduated top of my class from UC Berkeley's MBA program. I passed 2 levels of the CFA exam. I was a finance manager at Oracle and I have 2 years of equity research experience with a regional iBank and 2 years of equity research experience as a Hedge Fund Equity Research Analyst. I specialized in Asian Equities and covered all sectors except Tech and I worked for a well known hedge fund with $13b USD under management and all my stock recommendations generated outsized returns. I also built an online company which generated more than $1M in sales. My specialty would include investment advice, equity research and valuation, private company valuation and startup advice. Microsoft Excel/Research Proficiencies: • Building an Income Statement • Building a Balance Sheet • Building a Cash Flow Statement • Creating a Common Size Income Statement • Creating a Common Size Balance Sheet • Creating a Common Size Statement of Cash Flows • Creating a Budget • Financial Statement Analysis: Including Liquidity Ratios, Efficiency Ratios, Leverage Ratios, Coverage Ratios, Profitability Ratios, Financial Distress Prediction. • Using Financial Analysis: For Trend Analysis, Comparing to Industry Averages, Company Goals, and Debt Covenants, Automating Ratio Analysis. • Financial Forecasting • Break-Even and Leverage Analysis • Time Value of Money Calculations • Common Stock Valuation: Using Discounted Cash Flow, Relative Valuation, Free Cash flow. • Weighted Average Cost of Capital Calculation • Capital Budgeting - Pivot Tables and Data Analysis - SWOT Analysis and Porter's Five Forces

Investment Research
Financial Writing
Entrepreneurship
Business Consulting
Financial Analysis & Valuation
Equity Research
Forecasting
Business Valuation
Company Research
Company Valuation
Financial Reporting
Financial Modeling
Startup Consulting
Equity Research & Analysis
Equity Valuation
$45 hourly
Nathan R.
- 5.0/5
- (2 jobs)
Financial professional with 15+ years of experience, including several years as a high-yield bond trader for OppenheimerFunds and more than a decade as a portfolio manager of a multi-sector income fund. I have a real passion for helping people navigate the complex world of personal finance and capital markets. I am also fascinated by the crossroads of finance and technology and have deployed all type of tech to help analyze and take action in the markets.

Investment Research
Bloomberg Terminal
Asset Allocation Analysis
Financial Statement
Financial Planning
Investment Portfolio Review
Certified Financial Planner
Python
SQL
$89 hourly
Jonathan R.
- 5.0/5
- (5 jobs)
With a track record of operational excellence and strategic leadership at Fireroad Ventures and OCEAN Accelerator, I specialize in streamlining investment processes and enhancing business efficiencies. My experience in developing AI-driven platforms has halved vetting times, showcasing my ability to innovate and improve operational workflows. I have a strong history in executing strategic growth initiatives, evidenced by my pivotal role in increasing venture applicants by 41%. My expertise extends to financial management, where I've effectively onboarded multimillion-dollar assets, demonstrating my strategic planning and execution skills. Committed to operational excellence and strategic foresight, I aim to drive transformative growth and optimize performance for your business.

Investment Research
Small Business Administration
Startup Consulting
Venture Capital Consulting
LLM Prompt Engineering
Due Diligence
Prompt Engineering
Financial Modeling
Microsoft Excel
Automation
Google Sheets
Zapier
ChatGPT
Airtable
AI Development
$350 hourly
Christian S.
- 4.7/5
- (14 jobs)
I have a decade+ of top-tier finance experience from some of the most respected financial firms in the world. Prior to starting QuantFi, a strategic finance consultancy that has supported portfolio companies of top-tier investors such as Bain Capital, L Catterton and Forerunner Ventures, I was an investor at a $2bn+ hedge fund and an investment banker at Barclays Capital in New York (Wall Street). During my career, I have executed $20bn+ in M&A and capital raises and have invested in and advised on companies ranging from early-stage start-ups to Fortune 500 public companies. I enjoy working with Founders, Investors, and C-Suites on the following services: - Management, Leadership, Advisory - Advanced Financial Modeling (Bottoms-Up / Top-Down) - Valuations (LBO, DCF, IRR, ROI) - Cap Table Management - Budgeting, Forecasting, Cost Analysis - CIMs, LOIs, Pitch Books, Teasers, Presentations - Capital Raising (Debt & Equity) - Mergers & Acquisitions - Business & Growth Strategy Tools Used: Microsoft Suite (Word, Excel, PowerPoint), Google Suite, Figma, Canva Note: Not a broker-dealer.

Investment Research
Market Research
Investment Banking
Startup Consulting
Startup Company
$57 hourly
Stewart M.
- 5.0/5
- (1 job)
I'm a businessman who has built a successful family office that invests capital in commercial real estate, startups, banks, and rail parks. My passion is for assisting individuals accomplish their goals and landing their dream jobs. I have written and proof read thousands of resumes and assisted clients, classmates, and friends prepare for job interviews. The interview process can be daunting no matter how long you have been in the workforce. Sometimes the best way to overcome those nerves is to have someone in your corner who has prepped you, answered your questions, and supplied you a bulletproof resume that highlights YOUR SKILLS! My services include: - Resume Writing and Editing - Cover Letter Writing and Editing - LinkedIn Creation and Optimization - Interview Preparation and Video Recording Practice - Best Practices for Job Applications

Investment Research
Financial Writing
Communications
Cover Letter
Resume Screening
Resume Design
Real Estate Investment Assistance
Investment Strategy
Coaching
Real Estate
Excel Formula
Finance
Resume Development
Interview Preparation
Writing
$200 hourly
Stanislav S.
- 5.0/5
- (3 jobs)
Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner

Investment Research
FinTech
Mergers & Acquisitions
Investment Banking
Fundraising
Management Accounting
Management Consulting
Corporate Finance
Financial Consulting
Financial Analysis & Valuation
Financial Reporting
Microsoft Excel
Presentations
Financial Projection
Financial Modeling
$50 hourly
Matthew S.
- 5.0/5
- (1 job)
I am the CEO for a Private Equity firm that has experience working with commercial/residential service companies, as well as manufacturing and value-add distribution companies. I can help with any data, financial, and overall business analysis you may need, as well as, any ad hoc projects you would like assistance with.

Investment Research
Investment Banking
Financial Analysis
Business Operations
Business Analysis
Business
Accounting
Business Development
Finance & Accounting
$250 hourly
Josh H.
- 5.0/5
- (33 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance

Investment Research
Fundraising
Fundraising Presentation
Finance & Accounting
Corporate Finance
Capital Markets
Business Strategy
Personal Finance & Wealth Management
Microsoft PowerPoint
Investment Strategy
Financial Analysis & Valuation
Financial Modeling
Private Equity
Mergers & Acquisitions
Investment Banking
$100 hourly
Gary A.
- 5.0/5
- (6 jobs)
As a seasoned Quant Trader with over 20 years of experience, I specialize in technical analysis for Stocks, Futures, Forex, Commodities, and Crypto markets. Proficient in MetaTrader, NinjaTrader, TradingView, and TradeStation, I craft data-driven strategies to optimize trading performance. My extensive experience has enabled me to stay at the forefront of market trends and deliver consistent, results-oriented trading solutions. If you're looking for a partner to elevate your trading strategy, let's connect and explore how I can contribute to your success

Investment Research
Cryptocurrency
Quantitative Finance
Technical Analysis
Forex Trading
Automation
Financial Analysis
NinjaTrader
Trading Strategy
TradingView
API
MetaTrader 5
MetaTrader 4
C#
AI Trading
$45 hourly
Joshua B.
- 4.9/5
- (6 jobs)
I am very big on cost effective practices; while maintaining the utmost Safety practices; using systematic features to achieve more effective use of time. I will look for more effective solution as long they do not effect compliance or service. I am proficient at Microsoft Office execution; especially with Excel and PowerPoint. I am currently working as an independent claims adjuster. I am relatively new to the business, but I have closed over 250 claims in the last couple of months and have the drive to perfect my knowledge and skillset. I have level 2 Xactimate certification and have shown skills in sketching and estimate writing that exceed most carriers expectation. I was in Logistics, Customer Service, Safety, Planning and Inventory Management for the Oil & Gas Industry for 18 years. Most of my experience is with chemical products. I am DOT, IATA and IMDG Certified for Hazardous Material. Shipping experience both Domestic Air and Truck freight, International Air, Ocean and Truck Freight.

Investment Research
Data Entry
Xactimate
Management Skills
SAP Analysis
Six Sigma
Legal Research
SAP Materials Management
Microsoft PowerPoint
Microsoft Excel
$100 hourly
Patrick L.
- 5.0/5
- (4 jobs)
I bring over 25 years of investing experience across multiple asset classes - venture, private equity, credit and public equities. This career has made me an expert in financial forecasting / modeling, fund raising, business planning, strategy and valuation. My industry concentration has been primarily in technology, energy, industrial, business services, telecom and media. I have engaged the spectrum from Fortune 100 companies to emerging technologies from university labs. As a angel and early stage venture investor, I mentor and advise startups. I am also the founder of an innovative technology platform where I managed development teams, data scientists, business strategy, marketing, market research, partnerships and channel development, financial planning and fund raising. I also act as fractional CFO on a selective basis. An example of a recent fractional CFO engagement: • Seed, Series A, Series B raise • Multiple tranches of equipment financing • Venture debt • Value pricing strategy improved contribution margin 30% • Inventory cycle count added 5 points to gross margin • Move from cash to accrual accounting • Mapped out and managed Financial Planning & Analysis (FP&A) process • Stood up ESOP and managed 409a valuation • Launched integrated executive dashboards • Operations software integration • Acquired Australian software company • Fielded two acquisition offers • Board director and Corporate Secretary Proficient in excel, powerpoint, monte carlo simulation, Pitchbook, Intrinsic (Stockval), Bloomberg, Capital IQ.

Investment Research
Fundraising
Startup Consulting
Financial Analysis
Financial Modeling
Management Consulting
Business Valuation
Corporate Strategy
Venture Capital Consulting
$35 hourly
Arissa P.
- 3.6/5
- (8 jobs)
Dynamic Asset Manager with over 18 years of experience optimizing financial performance, reducing expenses, and driving revenue growth in large multifamily housing and Commercial Real Estate. Expertise in creating SOP's, managing KPI's, auditing financials, leases, work orders, and salaries to ensure cost efficiency. Proven track record of implementing strategies, collaborating with stakeholders, and streamlining operations to increase occupancy rates and lease conversions. Adept at maintaining effective communication with investors, clients, and onsite staff to deliver exceptional results. Key Responsibilities and Achievements: Conducted comprehensive audits of financials, leases, work orders, and salaries, resulting in reduced expenses and increased cost-effectiveness. Evaluated property websites, pictures, floor plans, and responsiveness to enhance resident and potential renter experiences, driving online applications and inquiries. Collaborated with onsite staff, investors, and Regional Manager to develop and implement strategies that positively impacted revenue growth and occupancy rates. Successfully minimized staff turnover by providing access to resources, fostering effective communication with Regional Managers, and implementing comprehensive training programs. Established strong rapport with investors and clients through prompt and efficient communication, ensuring timely completion of tasks and addressing any concerns. Created policies and procedures that were adopted by investors, enabling them to establish their own internal property management companies, streamlining operations and training processes. Served as a liaison between investors and onsite staff, effectively eliminating the need for a Regional Manager and reducing salary expenses. Consistently met key performance indicator (KPI) goals, including revenue growth, occupancy rates, delinquency rates, expense reduction, time to turn units, lease conversions, lease renewals, and lease exposure. Proficient in Appfolio, YARDI, ResMan, Buildium and have successfully onboarded and implemented these systems, ensuring seamless and enhanced operational efficiency.

Investment Research
Budget
AppFolio
Business Management
Management Skills
Account Reconciliation
Financial Report
Construction
Property Management
Due Diligence
Materials Knowledge
Property Management Software
Asset Management
Report
$27 hourly
Sid A.
- 5.0/5
- (1 job)
"I'm a recent graduate in Finance, I have a background in Commercial Real Estate, Insurance, Banking, Venture Capital, & Sales. Whether you need someone to process your leads, get more clients, consult on potential investments - I can help!

Investment Research
Marketing Management
Office Design
Microsoft Windows
Microsoft Office
Outbound Sales
Venture Capital Consulting
Customer Service
Venture Capital
Business
Windows 8 Administration
Marketing Strategy
Microsoft Excel
Sales
Due Diligence
$100 hourly
Value G.
- 0.0/5
- (0 jobs)
Valuation Geek & Finance Professional I am a valuation and financial analyst with over 25 years of experience--prior experience in modeling financials and valuing assets, businesses, securities, trade claims etc. I can help you value what your business, security or claim is worth using defensible industry reports and valuation methods. Areas of Expertise * FP&A * Market Research * Equity and Debt Research * Strategic Planning * Mergers & Acquisitions * Financial Modeling * Communication * Energy * Problem Solving * Analytical Skills * Data Visualization * Microsoft Excel & Word * Private Equity and Debt * Financial modeling and scenarios * Bloomberg * Business-to-Business (B2B)

Investment Research
Business Valuation
Risk Analysis
Equity Research & Analysis
Equity Valuation
Company Valuation
Valuation
$20 hourly
Vedant G.
- 4.9/5
- (30 jobs)
A rising freshman at UCLA and a global citizen am passionate about investing for the social good. I am dedicated to exploring the limitless intersection between finance, food, and people. Organizations: President | Rendezvous Business Club/JPIS Finance Club/The Keynesian Society (Economics Club)/ JPIS Quiz Club: Enabled 500+ students to invest in 10+ student-run businesses. Organized an online trading competition with 300+ participants. Conducted informative sessions on economic theories; and curated case study analyses across the globe, encouraging students to evaluate possible solutions. Ran a quiz bowl with 500+ participants.

Investment Research
Python
Tutoring
Academic Editing
Business Editing
Book Editing
Audio Transcription
Transcript
Virtual Assistance
Editing & Proofreading
$250 hourly
A S.
- 0.0/5
- (0 jobs)
Experienced Comprehensive Wealth Advisor with a passion for simplifying complex financial solutions. Proven track record in guiding clients towards success. Let's navigate your financial Strengths, and Opportunities together. • Timely response • Need a one-off financial service / research project or comprehensive financial analysis I have you covered

Investment Research
Estate Planning
Tax Strategy
Insurance Consulting
Business Analysis
Business Strategy
Business Development
Business Operations
Investment Strategy
Investment Preparation
Investment Portfolio Review
Management Consulting
Personal Finance & Wealth Management
Financial Consulting
Financial Planning
$33 hourly
Kaitlyn T.
- 0.0/5
- (0 jobs)
As a media planner and buyer, I engage with the media marketplace consistently in search for advertising opportunities that create value for client's and provide impactful performance to accomplish their goals. I have lead agency teams with a focus on best practices rooted in media education, collaborate across functions to problem solve, and seek career coaching to broaden my knowledge and network. Through my MBA candidacy at Kellogg’s School of Management, am excited to dive deeper into marketing and management science to grow businesses and support their initiatives.

Investment Research
Microsoft PowerPoint
Data Visualization
Data Analytics
Google Analytics
Media Analytics
Media Buying
Media Planning
Management Skills
Analytics
Strategy
Microsoft Excel
Project Management
$120 hourly
Timothy D.
- 0.0/5
- (0 jobs)
Finance executive with two decades of experience across three continents in a fortune 500 company. My extensive finance and accounting expertise are coupled with strong commercial acumen allowing me to co-pilot the strategy and performance of the organization. I have deep international and multi-cultural experience managing diverse teams. I thrive in demanding and stressful environments requiring pragmatism and resilience. I am widely recognized in my organization for my ability to solve complex problems within tight deadlines.

Investment Research
Project Management
Internal Auditing
Energy
Business Cases
Economic Analysis
Financial Management
Financial Analysis & Valuation
Financial Planning
Accounting
Microsoft Excel
SAP
Project Accounting
Project Finance
Finance
$45 hourly
Mitchel M.
- 0.0/5
- (0 jobs)
I am a passionate investor that has developed a sustainable and effective approach to investing my own money in the stock market. I am eager to share my ideas with you at a fair price. Ideas are everywhere, but I want to provide you great ideas that will passively make you money for years to come. Let us partner together!

Investment Research
Financial Modeling
Financial Planning
Corporate Strategy
Corporate Governance
Psychology
Corporate Law
Corporate Finance
Behavioral Finance
Financial Analysis
Finance & Accounting
Finance
Investment Portfolio Review
Investment Strategy
Investment Preparation
$30 hourly
Erin D.
- 0.0/5
- (0 jobs)
Experience as a technical writer, scientist, and equity analyst. I will excellently and efficiently review and prepare material that is engaging and geared towards any audience for clear and concise communication. My goal is always to nail your vision the first time and will personally invest time and effort to make you/ your client thrilled with my work and ease of process.

Investment Research
Office Design
Equity Research
Presentations
Investment Strategy
Biology
Academic Research
Customer Service
Presentation Design
Pharmaceutical Industry
Anatomy
Molecular Biology
Server
Biotechnology
Microsoft Excel
$25 hourly
Nader A.
- 0.0/5
- (0 jobs)
I have worked as a Financial Broker for Charles Schwab over the last 2 years, where I've acquired deep investment knowledge, a mind for fostering client relationships, and an exceptional level of customer service. Prior to my life as a financial broker, I was a Marketing BBA major from the University of Texas. I have a passion and familiarity with Content Creation, Social Media and Digital Marketing.

Investment Research
Securities Law
Content Creation
Social Media Advertising
Customer Service
Marketing
Data Analysis
Customer Satisfaction
Microsoft Word
Microsoft Excel
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