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Hire the best Investment Researchers in Washington

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  • $115 hourly
    • 4.8/5
    • (71 jobs)
    Tax Preparation, Fractional CFO Services, Business Advisory Specialties: Tax Preparation, Audit, Advisory Business Valuation Diagnosing and optimizing Finance, Marketing and Operations Proactively engaging with HR and organizational issues Uncovering the source of lost revenue, unneeded expenses, and reduced profits Experience: Before devoting my energy to freelance accounting and advisory work, I helped lead a team of financial advisors managing nearly $ 7 billion in Assets Under Management (AUM), spent ten years in the US Army serving as an Airborne Ranger (75th Ranger Regiment) and Intelligence Officer. I am a CPA licensed in the state of Washington. I have earned my MBA in leadership at the University of Washington and a Master's in Professional Accounting from Eastern Washington University. Testimonials: See my Upwork and LinkedIn profiles for feedback from the dozens of clients I have worked with over the past decade. Solutions: -Tax Preparation and Advisory -Process and Operations Development -Leadership Coaching -Organizational Design and Training -Financial Analysis -Marketing Funnel Optimization -Talent Planning -Defining roles with integrated Goals -Resource acquisition (People, Equipment/Fixed Assets, Capital, Time Management)
    Featured Skill Investment Research
    Corporate Strategy
    Financial Analysis
    Project Risk Management
    Organizational Development
    Financial Management
    Organizational Behavior
    Marketing Strategy
    Business Coaching
    Career Coaching
  • $100 hourly
    • 5.0/5
    • (64 jobs)
    Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.
    Featured Skill Investment Research
    Pitchbook
    Presentations
    Argus
    Underwriting
    Financial Modeling
    Financial Report
    Analytical Presentation
    Economics
    Real Estate Financial Modeling
    Financial Statement
    Financial Analysis
    Cash Flow Analysis
    Company Research
    Microsoft Excel
  • $75 hourly
    • 4.9/5
    • (71 jobs)
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    Featured Skill Investment Research
    Financial Analysis
    Business Plan
    Financial Writing
    Financial Modeling
    Business Valuation
    Financial Planning
    Microsoft Excel
    Data Analysis
    Report Writing
  • $30 hourly
    • 5.0/5
    • (3 jobs)
    I am a Commercial Real Estate Finance expert with a background in mortgage banking, brokerage, investment analysis and corporate real estate. I am passionate about commercial real estate (CRE) and enjoy helping clients tackle new projects and challenges. As consultant, I help CRE investors, developers and brokers close more deals and maximize returns by providing expert financial modeling, underwriting and consulting services on an as-needed basis. I am available to work with clients on a flexible schedule, which includes evenings, weekends and normal business hours. *Additionally, I'm offering my expert services at a discounted rate for a limited time only.* I have been in CRE for over 10 years, and since then, I have underwritten and closed transactions valued in excess of $3 billion.  During this time, I developed an expertise in financial modeling, debt financing, capital structure and underwriting investment opportunities. Although I am experienced across multiple asset classes, I have an affinity for multifamily, office, retail and mixed-use projects valued in the $2MM to $100MM range. I have been involved in and enjoy working on deals across the U.S.; however, I am in expert in West Coast markets having lived and worked in the Portland MSA, the SF Bay Area, and Southern California. Expert services I provide: - Commercial Debt Financing - Real Estate Financial Modeling in Excel - Analyzing, Structuring and Underwriting Debt and Equity Transactions - Preparing Presentation Materials, Offering Memorandum and Pitch Books for Lenders/Investors - Research & Analysis - Other Ad Hoc Analyses & Consulting Projects
    Featured Skill Investment Research
    Real Estate Investment Assistance
    Commercial Lending
    Presentation Design
    Underwriting
    Real Estate Financial Modeling
    Real Estate
    Pitchbook
    Investment Strategy
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    A data enthusiast with a Master's degree and an impressive trifecta of Mathematics, Economics, and Statistics. With 8 years of experience wrangling data (both structured and unstructured) into submission, I’m your go-to person for data mining, cleaning, and modeling. Not just your average number cruncher—I’m also a Financial Engineer who knows how to turn complex data into golden investment strategies. Whether it’s building financial models, dissecting economic trends, or crafting data-driven investment strategies, I've got the skills to turn numbers into actionable insights. In short, I’m a professional analyst who speaks the language of data, finance, economics, and statistics fluently! (Rui (Ray) Xue@linkedin)
    Featured Skill Investment Research
    Mandarin Chinese
    Portfolio Management
    Data Cleaning
    MATLAB
    Factor Analysis
    Financial Analysis & Valuation
    Economic Analysis
    Investment Strategy
    Investment Portfolio Review
    Machine Learning Model
    Data Mining
    Data Analysis
    SAS
    Python
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