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Investment Analyst & Writer

Skilled in financial analysis; modeling; forecasting; and valuation. Proficient in risk evaluation, statistical analysis, and investment management. Top scores on Upwork in finance, accounting, economics, and Microsoft Excel. Have researched and written for The Motley Fool, Seeking Alpha, and Investopedia. Experience working with regression models, Monte Carlo simulations, and other statistical based models. Can perform statistical analyses on financial/investment data and value assets (NPV, DCF, IRR, comparables, etc.). Experience working with a variety of data sources including S&P Capital IQ, Bloomberg, and Morningstar. Earned MBA, concentrating in finance and asset management, and MS in economics, concentrating in financial economics. Earned BS, double major in biology and psychology and minor in history. Passed Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent & Investment Adviser) examinations when working as financial consultant. Developed practice items for GMAT, CFA, and other tests.

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$25/hr Ongoing

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Skilled in financial analysis; modeling; forecasting; and valuation. Proficient in risk evaluation, statistical analysis, and investment management. Top scores on Upwork in finance, accounting, economics, and Microsoft Excel. Have researched and written for The Motley Fool, Seeking Alpha, and Investopedia. Experience working with regression models, Monte Carlo simulations, and other statistical based models. Can perform statistical analyses on financial/investment data and value assets (NPV, DCF, IRR, comparables, etc.). Experience working with a variety of data sources including S&P Capital IQ, Bloomberg, and Morningstar. Earned MBA, concentrating in finance and asset management, and MS in economics, concentrating in financial economics. Earned BS, double major in biology and psychology and minor in history. Passed Series 7 (General Securities Representative) and Series 66 (Uniform Securities Agent & Investment Adviser) examinations when working as financial consultant. Developed practice items for GMAT, CFA, and other tests.

Skills & Expertise

AccountingAnalysisConsultantEconomic ModelingEconomicsExcelFinanceFinancial AnalysisFinancial EconomicsFinancial MarketsForecastingInvestment ModelingInvestment ResearchModeling

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