Hire the Best Portfolio Performance Modeling Specialists
in the United Kingdom

I provide institutional-grade financial modelling, credit underwriting, and capital-raising strategy for developers, asset owners, private equity, and family offices globally. With over 20 years of senior real estate finance experience, I help clients optimize complex transaction architecture, pass rigid investor/lender audits, and successfully secure debt and equity. My background spans Tier-1 investment banking, global debt advisory, and commercial lending, having held senior and director-level positions at Morgan Stanley (CRE Lending & Deleveraging Group), CBRE Capital Advisors (Debt & Structured Finance), and Deutsche Bank. 🏆 Key Track Record & Deal Experience: £1 Billion Landmark Development: Oversaw development financing and credit risk management for the Candy Brothers' One Hyde Park project in London. £200M Student Accommodation & Mixed-Use: Engineered comprehensive cash flow architecture and capital-raising models for large-scale London developments. Moroccan €200M Luxury Development: Built complex financial architecture for a partially completed mixed-use hotel/hospitality asset to secure new layers of debt and equity. Cross-Border Family Office Advisory: Acted as sole financial advisor to an African Family Office, underwriting acquisitions in the UK and a $43M GDV luxury residential project in Miami, Florida. £140M & £21M Commercial Refinancings: Originated, structured, and executed major office and logistics refinancings across the UK. 🛠️ Core Expertise & Deliverables: Macro-Free Financial Architecture: Building highly dynamic, easily auditable Excel models (Monthly Cash Flows, dynamic debt schedules, SOFR interest reserves, and multi-tiered GP/LP Equity Waterfalls) that pass institutional firewalls completely without broken VBA/macros. Bank & Credit Committee Readiness: Stress-testing models using formula-driven scenario matrices to analyze key metrics (DSCR, ICR, LTV, IRR, Debt Yields) ahead of capital raises. Comprehensive Deal Packaging: Authoring institutional-quality investment memos and risk matrices. If you are preparing for a capital raise, restructuring a portfolio, or need an independent, autonomous audit of your project mechanics, let’s connect to discuss your timeline.

Chartered Financial Analyst and Certified Financial Modeling & Valuation Analyst specializing in financial analysis, financial reporting, financial modeling and business & equity valuations. I have worked in the banking, manufacturing and retail-pharmacy industries in the U.S. and U.K. I have extensive knowledge on financial reporting and analysis - U.S. GAAP and IRFS, equity, fixed-income and business valuations, forecasting, as well as sensitivity and scenario analysis. I am a self-starter with a strong work ethic and the ability to work independently. I have the ability to communicate complex financial information in a clear and understandable manner, which makes me an ideal freelance financial analyst. My analytical skills, attention to detail and ability to work under tight deadlines make me an ideal candidate for any project. I am committed to providing my clients with high-quality work and excellent service. I am always looking for new opportunities to work with clients who share my passion for financial success. If you are in need of a financial analyst to help you achieve your financial goals, please don't hesitate to reach out to me. I would be happy to discuss how I can assist you.

I build automated finance dashboards that give SME founders a live view of cash, profit and runway — connected directly to Xero or QuickBooks. No manual exports, no spreadsheet wrangling, no finance hire needed. UK-based | MSc Financial Data Analytics | 100% Job Success What you get (fixed price, delivered in 5-10 days): - A live dashboard connected to your Xero or QuickBooks: cash position, P&L trends, a 13-week cash-flow forecast, and the KPIs you actually run the business on. - Scenario modelling built in — see what happens to your runway if sales drop 20% or a major invoice pays 45 days late. My quantitative background (Monte Carlo simulation, statistical forecasting) is what separates this from a standard dashboard build. - Optional monthly plan: I keep the dashboard maintained and send a short commentary on what moved and why — a fractional finance analyst without the salary. BIGGER DECISIONS For capital purchases, expansion or pricing decisions, I build full decision models under uncertainty (Monte Carlo NPV, stochastic cash-flow simulation) — the same methods I've delivered for investment-appraisal and climate-risk clients here on Upwork. WHO THIS IS FOR Founders and MDs of small or medium sized businesses/enterprises still steering from stale spreadsheets or month-old accountant packs. TO START Message me and I'll send a short walkthrough of a sample build. One brief call is usually enough to know if it's a fit.

I’m a quantitative researcher with a PhD in Financial Economics and extensive experience across investment management and academia. I specialize in quantitative modeling, econometrics, and data-driven analysis integrating financial, fundamental, and alternative data. My work covers alpha research, portfolio modeling, and performance analysis, with publications in leading academic journals. I offer two complementary services: For industry – developing and validating investment models, streamlining research workflows, and generating actionable insights through advanced statistical analysis. For academia – managing the full research process, from data collection and management to econometric analysis and publication-ready results. Core skills: Quantitative research, econometrics, factor investing, and data analysis. Technical expertise: Python, R, SQL, ML/LLM toolkits, and major cloud computing environments and financial data platforms. I turn complex datasets into insights and models that deliver value across research and investment applications.

I am a quantitative finance specialist with a Ph.D. in Economics & Finance and over 10 years of experience across financial markets, private equity, financial institutions, and corporate sectors. I develop advanced financial and econometric models for portfolio analysis, risk assessment, valuation, and forecasting. My work focuses on transforming complex time-series and financial data into clear, decision-grade outputs using Python, R, SQL, Bloomberg, and institutional data platforms.

TOP UK UNIVERSITY ACCOUNTING AND FINANCE GRADUATE I solve problems with data, finance, and technology and I deliver work that actually gets used. I hold a FIRST CLASS BSc in Accounting and Finance from Queen Mary University of London, and I have spent the last several years applying analytical and technical skills across genuinely high-stakes environments such as running a 5MW+ business operation, working in finance and operations at a £100m+ luxury business, and building financial models, automated systems, and data pipelines across a range of industries and project types. I am comfortable across a wide range, from a complex financial model built to investment banking standards, to a Python script that automates a reporting process, to a messy dataset that needs cleaning and making sense of, to a market research brief that needs a clear deliverable at the end. The common thread is that I take the work seriously, deliver to a high standard, and do not cut corners. My best client relationships tend to be with people who have a real problem and need someone who can figure it out, not just follow a template. If you are not entirely sure who to hire for your project, that is often a good sign we should talk. I do not use AI to complete client work unless explicitly asked to. What I work on: Data Analysis & Reporting Analysing large and complex datasets to surface trends, patterns, and actionable insights. Data cleaning, transformation, and validation. ETL-style workflows and structuring raw data into analysis-ready formats. KPI dashboards, performance monitoring, and executive-level reporting in Excel, Google Sheets, and Power BI. Statistical analysis, survey data, e-commerce, SaaS, and operational analytics. Financial Analysis & Modelling Financial modelling across forecasting, budgeting, scenario and sensitivity analysis. Investment analysis including DCF, comparable company analysis, precedent transactions, and LBO modelling with full 3-statement integration, debt schedules, and IRR/MOIC outputs. Revenue modelling for startups, pitch decks, and fundraising. Cost analysis, margin analysis, profitability tracking, cash flow management, working capital analysis, budget vs. actual variance reporting, break-even analysis, unit economics, and pricing strategy. Multi-currency and international financial data handling. Automation & Process Improvement Automating repetitive tasks using Excel VBA, Python, and workflow tools. Spreadsheet optimisation such as fixing broken files, improving structure, speeding up slow workbooks. Building automated reporting systems that save hours every week. Process mapping and operational efficiency improvements. Streamlining data pipelines and manual workflows. AI & Emerging Technology AI-assisted research, analysis, summarisation, and reporting. Building lightweight AI-powered tools to improve business efficiency. Data extraction from documents, PDFs, images, and web sources. Integrating AI into existing workflows to reduce manual effort. Prompt engineering and LLM application for business use cases. Business & Research Support Market research, competitor analysis, and industry benchmarking. Business analysis and strategic recommendations. CRM data management, cleanup, and reporting. Ad hoc research and deep-dive analysis. Presentation building and report writing with clear, professional formatting. Tools: Excel (Advanced) · Python (pandas, automation) · SQL · Power BI · VBA · Google Sheets · AI tools · Various CRM and project management platforms Whether you need a one-off task completed properly, a complex model or system built from scratch, an unusual project that does not fit the standard freelancer mould, or a reliable partner you can come back to, I would love to hear about it.