Hire the Best Portfolio Performance Modeling Specialists in London, UK

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.

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.

BIO ----- I am an investment professional (CFA, CQF and Msc) with +15 years' experience in investments and technology in multiple roles such (Portfolio Manager, Investment Analyst, Data Scientist, and Head of Equities) for top-tier firms such as Santander AM, BNP Paribas, LCAM and Jefferies International. Nowadays I am regularly involved in freelance projects that require a combination of investments knowledge and Data Science & Machine Learning expertise for clients such as UHNWIs, Family Offices and investment firms (Hedge Funds, Pension Plans, Investment Banks); while also acting as Visiting Lecturer delivering "Data Science and Machine Learning" at University of London and as a lead of the CFA UK Data Science and Machine Learning Working Group. Contact me if you have any of the following needs: -------------------------------------------------------------- • You are looking for a experienced investment professional to invest your capital (track record available). • You are looking for a professional that combines machine learning and investments knowledge. • You are looking for an experienced equity research analyst to conduct in-depth bottom-up analysis. • You are looking for a professional to carry out an alternative data and machine learning project related to investments/finance. KEY SKILLS: ---------------- • Investments: portfolio management, corporate finance, forensic accounting analysis, fundamental analysis, and advanced corporate finance excel modelling. • IT: Advanced coding (Python, R, VBA, SQL), Machine Learning applications for investing. • Languages: Spanish (Mother Tongue), English (Native), French (Basic) • Other: corporate trainer, university lecturer, public speaker

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.

Hello, I’m 𝐈𝐟𝐞 𝐎𝐤𝐩𝐚𝐫𝐚. I’m a hands-on financial modeling expert with 8+ years of experience supporting high-stakes M&A, fundraising, and investment strategy across industries. From DCF, LBO, and 3-statement models to market analysis and investment strategy, I specialize in delivering robust financial tools that stand up to rigorous investor scrutiny and help close deals. With a background in investment banking, private equity, and principal investments, I’ve supported deals ranging from $200M to $800M+, advising on transaction structuring, capital raising, and exit strategies. I work with global corporates, high-growth companies, and PE/VC funds, focusing on deal execution, fundraising strategy, and financial forecasting that guide strategic partnerships and business decisions. 💼 Core Expertise: ✅ M&A Advisory: Full buy-side and sell-side transaction support, deal structuring, and due diligence ✅ Financial Modeling: DCF, LBO, merger, and cash flow modeling to support fundraising and investor relations ✅ Capital Raising & Financing: Equity financing, debt structuring, and capital stack modeling ✅ Investor Presentations: Pitch decks, board presentations, and investor materials ✅ Business Performance: Forecasting, KPI dashboards, and financial analysis & reporting ✅ Strategic Advisory: Investor strategy, portfolio growth, and performance metrics 📊 Key Financial Modeling & Transaction Achievements ✔ Supported $800M acquisition financing, preparing ratings agency and credit committee presentations ✔ Created integrated models for a $500M public takeover, driving a successful merger in the mineral sands sector ✔ Delivered financial models for $400M steel sector divestiture, covering multi-company assessments ✔ Structured royalty financing and prepaid offtake deals for South American mining projects ✔ Worked on acquisition financing and inventory finance in energy, metals, agriculture, and more 🏆 Why Work With Me? ➜ Experience at Jefferies, Houlihan Lokey, Tikehau Capital, and Javelin Global Commodities ➜ Skilled in advanced Excel modeling with dynamic dashboards for easy-to-maintain models ➜ Expertise in investor presentations and financial forecasting that secure capital and maximize returns ➜ Transaction experience from $200M to $800M+, working closely with C-suite executives and investor teams ➜ Global exposure across Europe, Latin America, Asia, and emerging markets 🌍 Industries Served ▶ Energy ▶ Commodities ▶ Metals & Mining ▶ Consumer ▶ Food & Retail ▶ Renewables (Solar, Wind, Biomass) ▶ Industrials ▶ Agriculture ▶ Real Estate, and more. Whether you're raising capital, refining a business strategy, or navigating a complex transaction, I create decision-making tools that deliver actionable insights, providing clarity for stakeholders and investors alike. Let's turn your financial data into a compelling, investor-ready story that drives results. 👉 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬 𝐭𝐨 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞: Financial Modeling Expert, Investor-Ready Pitch Deck Designer, Startup Financial Modeling, Financial Analysis, M&A, Forecasts, Business Planning, Financial Forecasts, Business Plan Writer, Financial Planner, Expert Pitch Deck Designer, Excel Financial Modeling, Fractional Financial Analyst, Finance Modeling Expert, Financial Modeling & Valuation Specialist, Financial Modeler, Financial Modeling Expert, Financial Analyst, Experienced Pitch Deck Designer, Investor Pitch Deck Designer, Cash Flow Modeling, Financial Modeling & Analysis, Due Diligence-Financial Model, Financial Controller, Financial Modeler, Investor Pitch Deck, Financial Management, Financial Modeling Expert, Investor-Ready Pitch Deck Designer, Startup Financial Modeling, Financial Analysis, M&A, Forecasts, Business Planning, Financial Forecasts, Business Plan Writer, Financial Planner, Expert Pitch Deck Designer, Excel Financial Modeling, Fractional Financial Analyst, Finance Modeling Expert, Financial Modeling & Valuation Specialist, Financial Modeler, Financial Modeling Expert, Financial Analyst, Experienced Pitch Deck Designer, Investor Pitch Deck Designer, Cash Flow Modeling, Financial Modeling & Analysis, Due Diligence-Financial Model, Financial Controller, Financial Modeling Expert, Investor-Ready Pitch Deck Designer, Startup Financial Modeling, Financial Analysis, M&A, Forecasts, Business Planning, Financial Forecasts, Business Plan Writer, Financial Planner

MBA from London Business School and CFA charterholder with 8+ years of experience in investment banking, business valuations, due diligence and management consulting. Expertise in financial modeling, startup assistance, data analytics and pitch decks.