Hire the Best Maximo Asset Management Specialists

Hi, I’m a finance professional with over 6 years of experience in the banking and investment industry. I have worked with global financial institutions and investment firms including a multinational bank, private credit fund, family office, and hedge fund. I hold a Bachelor’s degree in Economics and a Master’s degree in Finance (Investment Management), and I specialize in fund operations, fund accounting, and financial analysis. What I can help you with: • Retirement Planning • Asset Management and asset allocation • Portfolio Management • Financial analysis and reporting • Excel analysis and financial data organization • Assistance with finance-related research or projects I am detail-oriented, reliable, and experienced in working in fast-paced financial environments where accuracy and efficiency are critical. In addition, I am fluent in English, Cantonese, and Mandarin, which allows me to communicate effectively with international clients and teams. If you are looking for someone with real-world experience in investment operations and financial analysis, I would be happy to support your project.

I help traders, investors, trading communities, and firms make better trading and investing decisions through professional-grade research, equity & derivatives trade ideas & advisory, and live market support. I am a professional equity & options trader with a strong focus on stocks, futures & options as well as cross-asset research. My background includes professional experience at a UK-based commodity trading firm, and I currently work with HNI clients, traders, and funds through freelance research, advisory, and consultation projects. As a Chartered Accountant, NISM-certified Equity Derivatives professional, and CFA level 1 cleared, I combine technical expertise with disciplined market execution to deliver research and strategies that are both professional and actionable. What I Offer: - Options strategy design & risk management: probability-weighted, risk-defined structures such as spreads, condors, and hedges. - Technical & macro research: multi-timeframe charting, sector rotation studies, and cross-asset analysis. - Research portfolios & presentations: professionally designed trade studies, thematic research packs, and client-ready reports that showcase strategy, rationale, and execution. - Trade validation & performance analysis: idea testing, scenario planning, and risk-adjusted reviews that turn strategies into executable plans. -Live trading support & mentorship: learn equity, futures & options trading and investing through pre-market planning, live market guidance , and structured coaching for traders and investors. Why clients choose me: I bring together professional credentials, real trading experience, and freelance client work to deliver insights that are precise, structured, and designed to drive execution. I'm always excited to collaborate with individuals and firms who value informed decision-making, market expertise, and a genuine passion for trading. Feel free to reach out with specific requirements or questions, and we can discuss how I can best support your objectives.

I do work for SMBs mainly in CPG, and PE-backed operators who need senior finance leadership in their corner, financial models, monthly reporting, cash flow visibility, and the analytical work that drives real decisions. 💡 Where I add the most value: Finance Function Oversight - Own monthly and quarterly close quality and timing - Define KPIs and the reporting cadence that drives accountability - Design board and investor reporting packages - Bring discipline and rhythm to founder-led finance teams Capital & Strategic Finance - Advise on capital structure, debt, and fundraising decisions - Financial narrative for investor and lender conversations - Set valuation logic and review modeling assumptions - Translate financial performance into strategic recommendations FP&A, Treasury & Decision Support - Manage the budgeting, forecasting, and variance cycle - Oversee cash flow, liquidity, and runway management - Advise on banking and treasury architecture - Partner with founders on pricing, margin, and unit economics 🏢 Industries I work in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, and technology and online marketplaces (I'm a Sr. Treasury Analyst at Upwork). I'm probably a strong fit if: - You need a financial leader to own the function, not another analyst to manage - You're heading into a lender, investor, or board conversation and need the numbers and the narrative right - You want financial reporting that explains the why and informs what to do next Send me a message and let's chat about what you're working on!

Real Estate Underwriter | Commercial, Multifamily & Land Analysis I help real estate investors and acquisition teams analyze deals, validate numbers, and make clear investment decisions across commercial, multifamily, residential, and land projects. My focus is simple: real numbers, realistic returns, and deals that actually work. 📊 WHAT I DO ▪︎ Underwrite Single family, commercial, multifamily, and land deals ▪︎ Analyze cash flow, returns, and overall deal performance ▪︎ Build and review financial models in Excel ▪︎ Run DCF, DCR, IRR, and scenario analysis ▪︎ Provide clear Go / No-Go decisions 🔍 DEAL EVALUATION ▪︎ Review comps, rents, and market data ▪︎ Validate assumptions and identify risks early ▪︎ Analyze value-add and development potential ▪︎ Support acquisition decisions with structured analysis 🧠 HOW I WORK I focus on clarity and accuracy: ▪︎ No unrealistic projections ▪︎ Conservative, risk-aware analysis ▪︎ Simple and clear reporting ▪︎ Fast and reliable communication 🧩 ASSETS & STRATEGIES Assets: Commercial • Multifamily • Single-family • Land Strategies: Buy & Hold • Value-add • Development • Flips 🛠️ TOOLS • Microsoft Excel • Google Sheets • Real estate data platforms • Propstream • Batchleads • deal sauce • investorbase • mange data in gohighlevel ( more examples as well ) 🎯 WHO I WORK WITH ▪︎ Real estate investors ▪︎ Acquisition teams ▪︎ Developers ▪︎ Wholesalers handling larger deals 💰 PRICING ▪︎ depends on the budget /hr for ongoing support ▪︎ Fixed price per deal available ⚠️ BOTTOM LINE I help you: ✔️ Understand the deal clearly ✔️ Identify risks early ✔️ Make better investment decisions

Hello! I am a CFA Charterholder and a former investment banker with 14 years of experience in finance, specializing in financial modeling, valuation, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on equity and debt fundraising, deal structuring and loan underwriting. My primary sector expertise includes Renewable Energy, SaaS, Real Estate and Retail. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loan portfolio at the European Bank for Reconstruction and Development (EBRD). I started my career as an auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

💎 10 years+ Investment Experience with BlackRock and HSBC (Real Estate Focused) 💎 Closed $500m+ in Investment deals 💎 Closed $1bn+ in Capital Raised for Private Equity Funds 💎 Systems development to manage AUM of $10bn+ What I do ✅Financial modeling - Specialized in Real Estate | Real Assets. Company | Startups | Small Businesses ✅Data Analytics ✅Dashboard Visualization ✅Business Proposals ✅Investment Memos ✅Native English (Australian)