Hire the best Investment Researchers in New York, NY
Check out Investment Researchers in New York, NY with the skills you need for your next job.
- $70 hourly
- 4.6/5
- (59 jobs)
I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!Investment ResearchFinance & AccountingFactsetValuationFinancial ReportingFinancial ModelingCompany ValuationFinancial StatementMergers & AcquisitionsInvestment BankingFinancial AnalysisFinancial AccountingFinancial ReportFinancial Projection - $125 hourly
- 5.0/5
- (15 jobs)
Hello, I am a current private equity investor with ~10 years of experience in the financial services industry. During my downtime, I am interested in working on a couple of projects. I have had experience in large cap M&A deals, sponsor transactions, equity market transactions, and debt market transactions. Some notable clients I have worked with are Pier 1, Ligado Networks's 1st lien creditors, Krispy Kreme, and Crocs. I am happy to provide more detail on transactions if interested. I am a previous co-founder of a consumer SaaS company as well that has interviewed with Y Combinator. I am primarily interested in strategic finance, business development, presentation creation, financial modeling, or other forms of deal work but am open to other software type roles as well. Let me know how I can help you! * I will regularly update you on your project and indicate key milestones * I am clear with communication and verbalizing exactly how I finish your projects from start to finish * I am also not someone who will only half-finish a project - I will always finish a project to completionInvestment ResearchJavaScriptCollege & UniversityModelingFinancial ModelingPresentationsBusiness PresentationWritingStrategic PlanningInvestment BankingCorporate FinanceResume ScreeningResume WritingFinancial PlanningVenture Capital Consulting - $120 hourly
- 5.0/5
- (14 jobs)
Experienced and published global economist with a demonstrated history of working in investment management and management consulting in New York and Hong Kong.Investment ResearchCareer CoachingFact-CheckingProofreadingBrand ConsultingEditing & ProofreadingMicroeconomicsEconomicsEconomic AnalysisContent EditingResumeInvestment StrategyPoliticsMarketingGraph - $75 hourly
- 5.0/5
- (2 jobs)
I am an investment professional with experience analyzing technology and consumer companies. My key skills include company valuation, in-depth financial modeling, data analysis, and writing professional-grade investment memos. Whether you are an investment fund looking for some extra financial modeling help, a startup that needs help with a pitch deck to raise money, or a private equity firm that needs some extra horse-power to complete an investment memo, I can help! Over the last 5 years, I have performed various duties in Investment Banking, Private Equity, and Hedge Funds. I love this type of work and love working with highly motivated professionals. Active communication is very important to me in every job I do.Investment ResearchInvestment BankingInvestor RoadshowBloomberg TerminalInvestment PreparationFinancial Analysis & ValuationInvestment StrategyBusiness AnalysisPrivate EquityCompany Valuation - $100 hourly
- 5.0/5
- (1 job)
I'm an experienced finance professional having worked across investment banking and buy-side investing. From an advisory perspective, I've guided public and private corporations through debt capital markets transactions totaling $2BN+ of capital. As an investor, I've diligenced, negotiated, and executed $1BN+ of private capital investments in leading middle-market companies ($25-100MM of operating income) in Energy, Software, Aerospace & Defense, Healthcare Services, and Insurance Services. My primary strengths include: -- Business Valuation & Financial Modeling: Three statement analyses, discounted cash flow, debt paydown, waterfall analyses, etc. -- Presentation Creation: Pitch decks, investment committee memos, etc. -- Start-Up & Small Business Advising: Investor material creation, budget building, expense reduction planning, etc.Investment ResearchVenture CapitalPitch DeckPresentation DesignMicrosoft PowerPointPersonal Finance & Wealth ManagementPrivate EquityInvestment BankingFinancial ModelingBusiness ValuationWritingDue DiligenceMicrosoft Excel - $50 hourly
- 5.0/5
- (1 job)
Current Equity Research Analyst covering Softlines with 8 years of experience in financial services and a CFA charterholder. In depth knowledge of both fundamental equity analysis and the ETF investing industry.Investment ResearchMicrosoft ExcelPPTXEconomicsCapital MarketsVisual Basic for ApplicationsFinancial Modeling - $125 hourly
- 5.0/5
- (7 jobs)
Expert verified (invite-only program for Upwork's top 1% talent). Stanford-trained AI developed with experience from top companies including Palantir ($20bn+ advanced analytics company) and Addepar ($2bn financial analytics company). Broad skills across the AI stack include using technologies such as LangChain, Tensorflow, OpenAI's APIs, LlaMA-2, and fine-tuning.Investment ResearchPortfolio ManagementJavaArtificial IntelligenceFundraisingInvestment StrategyETLGPT-3GPT-4PythonMachine LearningLLaMAChatGPT - $150 hourly
- 5.0/5
- (5 jobs)
Full time consultant on Catalant. Side consulting on Upwork! ⭐️ Expertise ⭐️ - Strategic finance/Financial Planning & Analysis - Zero-based budgeting methodology - Process design and implementation - Change management - Board-level presentations and CFO notes - Comfortable presenting technical concepts to finance and non-finance stakeholders I'm an established finance leader, with 10+ years of experience working for Fortune 100 and private companies. My expertise lies in developing short- and long-term forecasting models in order to drive growth and to identify and prioritize investment options. I am also comfortable with socializing and implementing these models with both finance and non-finance audiences. Most recently, I was part of the Innovation team at Anheuser-Busch developing and implementing a KPI sales dashboard used to evaluate newly launched pilots. Prior to becoming an independent consultant, I was part of the Global League Finance team at the NBA and I've previously worked at General Electric in a variety of finance roles through the Financial Management Program. I'm also a French native speaker who has tutored adults of all ability with success. Let's see how I can help get you to fluency!Investment ResearchFrenchEconomic AnalysisInvestment StrategyAnalytics DashboardBusiness Planning & StrategyFinancial ReportMicrosoft PowerPointMicrosoft OfficeFinancial Variance AnalysisDiversity & InclusionFinancial PlanningFinance - $120 hourly
- 5.0/5
- (3 jobs)
I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistanceInvestment ResearchMergers & AcquisitionsAnalytical PresentationAcquisitionsInvestment BankingFinancial Analysis - $200 hourly
- 5.0/5
- (22 jobs)
Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security SelectionInvestment ResearchFinancial ProjectionFinancial ModelingFinancial Analysis - $200 hourly
- 0.0/5
- (0 jobs)
Profile Highlights: ✅ M&A and Capital Raising Expert: Over $5B transacted. ✅ Experience: 10 years in Investment Banking and Private Equity, including Lower Middle Market (LMM), Middle Market (MM), and Wall Street. ✅ Leadership in Investment Strategies: Proven track record in leading and executing buy-and-build strategies. ✅ Active Investor: Independent sponsor, private equity investor, and real estate investor. ✅Recent Achievement: Successfully raised $800 million in debt and equity. ✅ Relationship Focused: Committed to building long-term relationships and engagements. 🌟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. Professional Experience: Throughout my career, I have collaborated with global companies, private equity funds, and founder-owned businesses. My expertise spans sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the skills and knowledge to deliver exceptional results on every project. Services Offered: ✅ Investment Evaluation: Assistance in evaluating investment opportunities, business acquisitions, due diligence, financial modeling, and investment presentations. ✅ Transaction Support: Guidance through all stages of acquiring a business, from developing the thesis to deal sourcing and transaction structuring. ✅ Communication and Responsiveness: Clear communication and upfront discussions about capabilities and assistance. Specific Focus Areas: 📡Coaching and Leadership Development 📡M&A and Business Buying Support: Comprehensive strategy and services. ✅Capital Raising: Expertise in debt and equity for initial acquisitions or add-ons. 📡 M&A Support: Transaction structuring, negotiation, and research. 📡 Valuation Services: Business valuations, LBO, DCF, public comparables, and precedent private M&A transactions. 📡 Capital Raising Preparation: Including SBA loan applications and placement. 📡 Capital Raising Presentations: Wall Street-quality pitch books Education 📚MBA, Cornell University – SC Johnson College of Business 📖MS in Biotechnology 👨🏫BS in BiochemistryInvestment ResearchInvestment PreparationBusiness ConsultingFinancial AnalysisBusiness OperationsMergers & AcquisitionsCorporate StrategyDue DiligenceFinancial ModelingExecutive CoachingInvestment StrategyBusiness CoachingStrategic PlanningVenture CapitalPrivate Equity - $100 hourly
- 0.0/5
- (2 jobs)
Former investment banking analyst at Goldman Sachs and Private Equity associate at Siris Capital. Can help with financial modeling, business valuation, and creating management / pitch decks. Also have experience with leading marketing at high growth startups in the consumer sector and building / scaling iOS mobile apps in the health and wellness sector.Investment ResearchPrivate EquityInvestment BankingCompany ValuationBusiness ManagementBusiness ValuationValuationFinanceFinance & Accounting - $60 hourly
- 0.0/5
- (0 jobs)
Financial analyst with a versatile skillset. I've worked on both the buy side and the sell side, conducting financial and investment analysis at a long/short equity value focused hedge fund in the consumer space, equity research. Out of college I also worked in the private equity fund of funds space. I received my MBA from Columbia Business School, and spent a semester abroad during this time at London Business School.Investment ResearchPrivate EquityRetailEquity ResearchRetail & Consumer GoodsDue DiligenceCompany Valuation - $56 hourly
- 0.0/5
- (0 jobs)
I'm a finance expert with over 8 years of experience in the banking and corporate finance industry at Bank of America. My expertise includes financial modeling and analysis, strategic planning, and team management. I have worked with large-cap consumer product and retail clients as well as subsidiaries of international corporations. I am happy to help with everything from building strong financial models, performing a financial analysis on your business, doing market research, and setting up internal financial systems to help your company operate more efficiently.Investment ResearchStrategic PlanningCorporate FinanceBusiness AnalysisFinancial ModelingFinancial ConsultingFinancial AnalysisFinance & AccountingPowerPoint PresentationMicrosoft ExcelProfessional ToneFinanceInvestment Banking - $100 hourly
- 5.0/5
- (1 job)
I am a stock analyst specializing in the Fintech and Payments verticals, tangentially touching Software. I have deep industry expertise, extensive experience in financial modeling and analysis, and can synthesize findings into actionable investment ideas. Skills: Excel, Word, PowerPoint, Bloomberg, FactSetInvestment ResearchConduct ResearchEditing & ProofreadingMicrosoft PowerPointMicrosoft ExcelFinancial ModelFinancial ModelingFinancial Analysis & ValuationReport WritingWritingStock MarketEquity Research & AnalysisEquity Research - $150 hourly
- 0.0/5
- (1 job)
As an experienced investment professional and senior corporate strategist, I have a proven track record of driving substantial financial returns and creating strategic value across various sectors, including TMT, retail, real estate, and finance. With deep expertise in investment management, M&A, strategic planning, capital raising, and company stewardship, I bring a wealth of knowledge and a broad skill set to start-ups and large organizations. Strengths and Skills • Corporate Strategy: Proven track record in strategic planning, M&A, financial engineering, and corporate development. • Investment Management: Extensive experience managing multi-million-dollar portfolios and achieving substantial returns. • Research and Analysis: Expert in market research, economic feasibility, and financial analysis. • Leadership: Demonstrated leadership as a board member and in senior executive roles. • Project Management: Skilled in managing large-scale projects and leading teams to successful outcomes. • Capital Raising: Successful in raising significant funding for various business ventures. Key Projects and Achievements SAA (2017 - Present): • Advised over 40 companies on investment strategies and business development. • Raised over $30M in start-up funding and devised strategies for a $500B market. • Conducted financial analysis for $300M real estate projects and authored 20+ research reports. HBC (2020 - 2022): • Led the spin-off and funding of Saks and Saks OFF 5TH e-commerce businesses, achieving a $3B valuation. • Conducted due diligence on acquisitions up to $12B and coordinated an IPO preparation. Lombard Odier Asset Management (2012 - 2017): • Managed a $500M equities TMT portfolio, generating alpha and developing ESG investment strategies. 360 Global Capital, LLC (2007 - 2011): • Delivered 14% annualized returns and grew the fund's capital to over $400M. J.P. Morgan Chase (2000 - 2004): • Led equity research team, developed investment ideas, and maintained a network of 100+ companies. City of New York, New York, NY (1990 - 1991) • Advised the Mayor's Office on real estate, franchise, and concession transactions and was project manager for the 31-acre, $150M USTA's National Tennis Center expansion. Economic Development Corporation, New York, NY (1988 - 1990) • Acted as senior project manager for the design, public approvals, development, financial analysis, and lease negotiation of ~13M SF of retail, commercial, and residential real estate development projects valued at ~$3B. Education • Harvard Graduate School of Business Administration: MBA, Citibank Fellow • Cornell University: B.S. in Industrial and Labor Relations, Cornell Tradition Fellow With my extensive investment and corporate strategy background, I am committed to helping clients achieve their financial and strategic goals. Let's collaborate to drive your business forward. Contact Information: • Email: vagvickers11@gmail.com • Phone: (917) 886-8654Investment ResearchTech & ITTelecommunicationsMedia & EntertainmentBusiness TransformationRetailCompany ResearchEquity Research & AnalysisReal EstateManagement ConsultingProject ManagementFinancial Analysis & ValuationInvestment StrategyCorporate StrategyCorporate Finance - $99 hourly
- 0.0/5
- (0 jobs)
----------------------------------------------------------------------------------------------------Investment ResearchSoftware DevelopmentPythonHospitality & TourismCRM AutomationData ScienceData AnalysisReal Estate Lead GenerationReal Estate Financial ModelReal EstateReal Estate AcquisitionInvestment BankingFinance & Accounting - $50 hourly
- 0.0/5
- (0 jobs)
I am a management and operations consultant with extensive work in the M&A space, CPG start-up space, and nonprofits. I have experience with financial modelling, integration / separation planning, team leadership, fundraising, sales, and origination. In those roles, I leverage advanced modelling skills, pitch decks, data analytics and visualization to properly plan and convey the clients needs and how to achieve them with key stakeholders.Investment ResearchIntegration FrameworkProject ManagementData Analytics & Visualization SoftwareTableauFinancial ModelingTarget Market ResearchBrand ResearchBusiness CoachingManagement ConsultingAnalytical PresentationFinancial Planning - $95 hourly
- 4.8/5
- (57 jobs)
I’m a VC Investor working with early-stage startups, SMBs & national organizations to help them gain research-backed insights, position for growth, and raise funds. Through years of experience, I know the earmarks of opportunity and how big & small companies position themselves within that. I’ve worked with a diverse set of clients that include Collabera (strategic M&A initiatives), Indeed (competitive analysis), Cox Communications (AI/ML research), Jolibee (feasibility study), & Stanford Seed (positioning). I hold designations in credit analysis, market research, and six sigma. Fred by the #s: - Maintained a 92% client conversion rate for second projects within 12 months - Produced investment research used to underwrite structured product offerings of $500m+ - Prepared investment materials for funding rounds in excess of $18m. - 70% graduation rate for startups personally sourced - f/o led by Sequoia, Lightspeed, etc.Investment ResearchPitch DeckStartup ConsultingPrivate EquityVenture Capital ConsultingVenture CapitalInvestment BankingBusiness AnalysisFinancial AnalysisBusiness PlanFinancial ManagementFinancial ModelingCompetitive AnalysisMarket Research - $100 hourly
- 4.6/5
- (19 jobs)
Educated at Yale and Princeton and an innovative thinker and leader with over 18 years experience in New York's real estate community, Alex Cohen develops strategy, advises, manages and analyzes commercial office, retail and mixed used acquisition and lease transactions for tenants, landlords and investors. Alex's advisory platform focuses on investments in real estate technology and disruptors made by private equity, venture capita and family offices. Link to advisory platform is below. Alex's writing has been recently published in Architectural Record and Hamptons Purist magazine Alex Cohen is frequently quoted in the media on commercial real estate and investing, including US News & World Report, USA Today, Huffington Post, Epoch Times and Crain's NY Business and he was recently interviewed on the floor of the NYSE by CheddarTV. His recent speaking engagements have included Columbia Business Schools' annual Retail and Luxury Goods Conference and Working Mother's annual Work Life Conference. Alex is Centsai's national real estate expert. His writing and videos focus on educating millennials about the opportunities of real estate investment including acquiring and managing real estate appealing to millennial tenants. In addition Alex speaks and writes about: * Investing in real estate (residential, commercial, 1031 exchanges, etc.) * Leasing office and retail space * Urban planning and design * The "Millennials" and their impact on the housing market and property values * Technology and changing demographics and valuation of real estate * "Main Street" retail and the impact of e-commerce * Real estate investment terminology (NOI, cap rates, IRR, etc.) * Co-working and the workplace of the future Note: Although my profile says I've worked only a few hours on Upwork, I have actually worked with many high-powered clients, including CEOs and investment principals. Due to the nature of the contracts, hours weren't - or aren't - logged through the Upwork platform, but I can verify the hours if needed.Investment ResearchUrban PlanningFinancial AnalysisBusiness AnalysisEconomic AnalysisWritingBlog WritingBusiness Writing - $50 hourly
- 0.0/5
- (1 job)
Real estate investment professional with ample experience (6+ yrs) in all aspects of a real estate transaction. I also spent many years working in traditional investment banking. If you need any sort of assistance related to real estate investments (research, diligence, etc), traditional finance, modeling/excel, PPT/presentations, I can help.Investment ResearchInvestment BankingUnderwritingEconomicsMicrosoft OfficeReal Estate Financial ModelingReal Estate AcquisitionAsset ManagementFinancial AccountingArgusDue DiligenceCapital MarketsStatistics - $10 hourly
- 0.0/5
- (0 jobs)
I'm a MBA student in Columbia Buiness School with an investment banking background. I'm currently pivoting to fundamental investment research industry.Investment ResearchManagement Consulting - $30 hourly
- 0.0/5
- (0 jobs)
Looking to assist with investment research and financial modeling oriented tasks for clients. Thanks!Investment ResearchFinancial ModelingFinance & Accounting Want to browse more freelancers?
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