Investment Banker Projects
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Finance Support Consultant
Finance Support Consultant - Specific Area: Investment Analysis - Ongoing support required - Ideal consultant should have expert level experience in finance We are looking for an experienced Finance Support Consultant with expertise in Investment Analysis to join our team. This is an ongoing support position, where the consultant will be responsible for providing expert level guidance and analysis in the area of investment. Requirements: - Expert level experience in finance, specifically investment analysis - Strong knowledge of financial markets and investment strategies - Ability to analyze and evaluate investment opportunities - Proven track record of successful investment analysis - Excellent communication and presentation skills - Ability to work independently and meet deadlines If you are a finance consultant with expert level experience in investment analysis and are looking for an ongoing support opportunity, we would love to hear from you. Please provide your portfolio or examples of previous work showcasing your expertise in investment analysis.
2 days ago5 proposalsRemoteFront End developer with an interest in stock investing
We’re looking for an experienced front end developer to help improve and expand our stock market analysis web app. You can check it out at WallStreetZen.com. This is a part-time, freelance role. You’ll help us implement new features and improving existing ones using React in the front end. Familiarity with Material UI, the component library that we’re using, is a plus. You’ll also help implement marketing improvements to our web app. Any experience with implementing A/B tests or analytics tracking would be a big asset. Prior stock investing or finance knowledge is also a nice bonus, but not required. RESPONSIBILITIES * Handle front end development for new features / improvements to existing features (stock screener, watchlist, stock market data) * Implement marketing improvements to the site (a/b tests, landing pages) * Implement UX improvements to the web app KEY EXPECTATIONS * Able to build pixel perfect features using React and Material UI component library * Strong attention to detail * Has good taste in engineering choices, explains and makes wise tradeoffs to balance pragmatism in achieving business requirements with adhering to technical best practices. * Delivers clean, high quality, easily readable and maintainable code * Cares about solving big, systemic problems. You look beyond the surface to identify and understand root causes and seek to resolve those instead of only addressing the symptoms. * Exhibits strong attention to detail and sweats the small things * Good eye for aesthetics and basic understanding of design (good alignment, spacing etc). Able to give input on UI/UX issues. We believe in an iterative process when building technology and as a result we expect a strong feedback loop - frequent communication, asking questions when there are any uncertainties, pointing out tradeoffs to be made, and front footing anything unexpected are all strongly encouraged and highly valued. NICE TO HAVE * Able to do simple mockups in Figma that fits with the existing site aesthetic - when given wireframe + existing components * Experience on a growth team (setting up A/B tests, conversion tracking etc.) * Experience investing in stocks * Ruby on Rails experience HOW TO APPLY * Please fill the following form: https://airtable.com/appEx59e6JDQ6PfsF/pag7fXnnIeVhAqn9U/form?prefill_Via=PeoplePerHour&hide_Via=true
a month ago23 proposalsRemotepre-fundedurgent
Need a copy of all the Private Equity companies in the Uk
Looking for database for all the private equity and investment banks in the uk I need names, emails and contact numbers
11 days ago52 proposalsRemoteExpires in 19Draft a Legal letter to an investment management company
This project involves drafting a formal legal letter on behalf of a client seeking reimbursement of investment funds from an asset management firm. The client invested in certain funds managed by ITIGroup in 2017 but has yet to receive repayment despite assurances from the CEO two years ago that funds would be returned. The legal letter should provide a concise yet comprehensive summary of the key events, including details of the initial investment, subsequent communications between the client and CEO regarding repayment, and the failure to fulfill the repayment promise within a reasonable timeframe. The letter must clearly demand the immediate reimbursement of owed funds plus any accrued interest or compensation for delay as provided by law. Reference to potential legal action and relevant statutes of limitations if repayment is not made within a specified period should be included to emphasize the legitimacy and severity of the request. Appropriate legal language and precedent cases supporting the client's entitlement to reimbursement under the circumstances must be cited. Formal letter formatting and polite yet firm language holding the CEO and firm accountable is necessary. The deliverable will be a 1-2 page letter drafted by the freelancer and reviewed by the client for accuracy and tone before sending. Experience writing business and legal correspondence as well as knowledge of relevant investment and contract law is required to fully address the issues raised. Attention to detail and ability to clearly yet concisely convey complex information is important.
22 days ago8 proposalsRemoteURGENT! AI or CAD design 12 storey block of flats
Urgently needed - AI or CAD designer - A before and after with floorplan of a current 6 storey building turning into a 12 storey block of apartments This is just for a student investment presentation that we are doing tomorrow! It obviously doesn't need to be accurate or spectacular - just giving us an idea of what the new development will look like and a floorplan of one, or all of the storeys. Please let me know if you can help! Thanks Emma
8 days ago22 proposalsRemoteopportunity
Update for Wordpress, plugins, FB verification, DKIM and DMARC.
Hi, I would like to find an experienced programmer who is a pro on WordPress. Very up to date with plugins and new functions, can advise on site-health and security and new things that should be added. Atm I need help with adding DKIM and DMARC for email and some things with Newsletter sending. Update plugins for my Wordpress site Londonsvenskar.com Make sure it's connected to our Facebook page and forums and that the domain is verified, etc. My business is also big on Facebook with 50 000 people there so the integration between FB and website is important, so you must have experience with this. This time I need Just overall help, and this will potentially lead to a bigger update. I prefer to find someone who will invest time in researching the website, it's complex and about 12 years old, with 1000 pages, several extra sites, and who can work with me going forward in making it up-to-date and modern.
8 days ago61 proposalsRemoteBranding refresh and website design
A small capital investment company based in the UAE requires a branding and website design re-vamp. A WordPress website currently exists, as does a logo and colour scheme. The company is a start up and the current website is the first iteration. We are happy to keep the general framework/logic of the website, the main focus is the design and visuals. No need to focus on text or brand messages, we are simply looking for a focus on design. No need for a completely new logo, but we are open to suggestions on evolution of the logo. In addition to the website design, we require brand guidelines, marketing materials and stationery designs (PPT, letter head, business cards, etc). The goal is a clean, simple, and expensive aesthetic. Below are examples of designs we like. • https://www.adia.ae/ • https://www.carlyle.com/ • https://www.blackrock.com/ • https://www.ssga.com/hk/en/institutional/ic • https://www.skadden.com/ Please provide quote and timeline breakdowns for each of the branding elements (website, marketing & stationery materials, brand guidelines, etc).
4 days ago48 proposalsRemoteDetailed marketing model
(1) Performance Marketing Model Build a detailed marketing model for Y1 and Y2 including critical KPIs: spend, CPC, traffic, orders, CVR, AOV, revenue, ROAS, CPA and CLTV. Model should include detailed analytics for TikTok, Meta and Google Ads (display and search) with a topsheet for data aggregation. (2) CPA / CAC model Build CAC and CLTV model based on various investment scenarios over 2-year period based on 3-months worth of actuals.
24 days ago4 proposalsRemoteProduct Description Copy Writer
I am looking for a product description copy writer, which will include researching the product and by using our templates create a product listing to appear uniformly across our marketing channels, mainly Website, Amazon, Ebay and Amazon. A familiarity of using Linnworks product configurators is important. We invest heavily in time and research to make a product stand out and give our buyers total confidence to make a purchase directly from the listing rather than having to engage directly so an attention to quality content and fine detail is a must. Our product range is Window Door and Conservatory Spares, Polycarbonate roofing building products, general DIY products and a small range of tools. For an idea of the kind of listing we create please feel free to check out our website.
22 days ago34 proposalsRemoteFacebook ads manager
I require the services of a skilled Facebook advertising professional to effectively manage advertising campaigns across markets in Canada and the United States. As the owner of a growing online business, expanding brand awareness and generating new customers through social media platforms such as Facebook has become a priority. However, managing paid promotional efforts across multiple geographical regions simultaneously is beyond my current capabilities. An experienced Facebook ads consultant is needed to strategize compelling campaigns, craft visually appealing ad creatives, define focused target audiences, and optimize spending to maximize returns on investment. Key responsibilities will include planning campaign objectives in line with company goals, launching new ads on a regular basis, analyzing performance metrics to identify top performing ad sets and interests, pausing underperforming promotions, and reporting key insights and recommendations. Knowledge of localization techniques to appeal to diverse North American audiences is essential. This is a lasting role with the potential for ongoing work as my company's online presence expands. The ideal candidate must demonstrate proven success in multi-market Facebook advertising, be highly skilled in using the latest platform features and tools, and have a strong track record of delivering results within pledged timeframes and budgets. Only applicants with a portfolio highlighting similar past client work and glowing client testimonials need apply. Remuneration will be based on project milestones and performance.
2 days ago16 proposalsRemoteSubject: Master Investor Show next Saturday 9th March
I hope this message finds you well. As we gear up for the upcoming Master Investor Show, we're reaching out to discuss an exciting opportunity for video production that captures the essence of our innovative platform, FUNDLY, and our mission with Investor Tools. Our Vision: We're at a pivotal point with Investor Tools, poised to revolutionize how self-investors manage their portfolios with our AI-driven platform, FUNDLY. Our presence at the Master Investor Show is not just an exhibition; it's a launchpad for engaging potential investors, subscribers, and customers. We aim to produce video content that compellingly introduces Investor Tools, entices viewers to join our waiting list, and promotes FUNDLY as the go-to resource for constructing winning investment portfolios. What We Need to be shot at the Master Investor Show: Introduction Video for Investor Tools: A dynamic, short video that captures our vision and mission, appealing to potential investors and subscribers. This piece should highlight the benefits of joining our community and the unique value proposition of FUNDLY. Promotional Video for FUNDLY: An engaging teaser video that introduces viewers to FUNDLY's key features, showcasing how it simplifies and enhances the investment process. This video should be designed to drive traffic to our website for more detailed information. Educational Course Teaser: A captivating preview of our upcoming course, "How to Construct a Winning Investment Portfolio", that demonstrates the depth of knowledge and insight FUNDLY offers. This piece should entice viewers to seek out the full course for comprehensive guidance on intelligent investing. Creative Ideas: Interviews with Beta Testers: Incorporate testimonials from our beta testers to add authenticity and relatability. Behind-the-Scenes at the Master Investor Show: Capture the energy and excitement of our team at the event, including interactions with attendees, to showcase the community and support behind FUNDLY. Call-to-Action Overlays: Strategically place call-to-action prompts throughout the videos, encouraging viewers to learn more, sign up, or get involved with our platform. Logistics & Timeline: The Master Investor Show is fast approaching, and we're keen to hit the ground running. We would appreciate your input on the project timeline and any specific requirements you might have to ensure a smooth production process. Your expertise in crafting stories through video is exactly what we need to bring our vision to life. Could we schedule a call this week to discuss this project in more detail and align on the creative direction? Thank you for considering this exciting opportunity to collaborate. We're looking forward to potentially working together to make a significant impact at the Master Investor Show and beyond. Best regards, Mark Stephens, Founder and CTO
a month ago0 proposalsRemoteLead generator
Lead Generation Strategic Plan for Emerging HVAC Sector An established HVAC supplier seeks an experienced digital marketer to develop and execute a multi-channel lead generation strategy targeting prospects in the burgeoning heat pump industry. The ideal candidate will have a proven track record of designing and optimizing lead gen funnels across web, social, and paid search platforms. The initial scope of work involves creating a polished landing page andbranded advertisements centered around heat pump solutions. Well-versed in determining appropriate targeting and messaging for the HVAC sector, the marketer will launch paid search campaigns on Google Ads and implement an organic social media strategy leveraging Facebook and TikTok. Ongoing campaign management duties include analyzing metrics to optimize ad copy, bid adjustments, and content production. Once the initial campaigns are deployed, the marketer assumes long-term stewardship of actively driving qualified leads to the clients sales team. Remuneration is performance-based as a pre-determined percentage of the total monthly advertising expenditures, providing strong incentive to continuously refine the strategy and ensure a positive return on investment. Strong creative, analytical and project management abilities are essential to effectively grow brand awareness and capture new business opportunities in this promising industry vertical. The successful candidate will partner closely with company leadership to execute against strategic objectives.
14 days ago21 proposalsRemoteI need 10 x pictures for facebook / instagram marketing
I seek a graphics professional to develop ten original images for a financial services brand's social media marketing campaign. The images should be high-quality visual content suitable for posting on Facebook and Instagram to engage our target audience. Each graphic must feature our company name and be creatively designed to draw viewers in with pertinent, clean aesthetics. The style should tie into our standard brand guidelines while feeling fresh and contemporary. Possible concepts could include illustrations of people achieving financial goals, graphics explaining our key products or services, stylized icons representing our values, or data visualizations making important statistics more digestible. However, I welcome innovative pitches that move beyond obvious routes. More than templates or stock assets, I need bespoke creations conveying our message with visual charm. Your images must ultimately promote fruitful discussions and help transform casual browsers into qualified leads. Experience creating socially-optimized graphics for B2C financial, insurance or investment firms would serve you well in this role. A portfolio showcasing your digital design talents, alongside an understanding of what engages audiences online, will help your bid stand out. I aim to select a freelancer capable of delivering top-notch visual storytelling within my deadline and budget. Submit your proposal if you believe your skills align with this brief.
24 days ago35 proposalsRemoteopportunity
Pitch Deck
We are forming a group of companies in Timber supply and Biomass energy and are seeking a skilled Pitch Deck writer and designer to create a compelling and professional presentation that will help us raise finance. The Pitch Deck will showcase our business concept, market analysis, financial projections, and growth strategy, and will be used to attract investors and secure funding. The ideal candidate will have a strong understanding of financial markets, investment strategies, and business planning. They will have experience creating Pitch Decks for a variety of industries and will be able to translate complex data into easily understandable visuals and narratives. Responsibilities: - Write and design a comprehensive Pitch Deck that includes all relevant information about our business concept, market analysis, financial projections, and growth strategy. - Work closely with our team to gather and analyze data, and to develop a clear and compelling story that resonates with investors. - Create visually appealing and professional graphics and charts to support the narrative and enhance the overall presentation. - Ensure that the Pitch Deck is concise, clear, and easy to understand, and that it addresses any potential investor concerns or questions. - Prepare for and participate in investor meetings and pitch presentations. Requirements: - Strong experience in writing and designing Pitch Decks for a variety of industries. - Excellent communication and interpersonal skills. - Strong analytical and problem-solving skills. - Proficiency in financial modeling and analysis. - Ability to work independently and as part of a team. - Strong attention to detail. If you are a skilled Pitch Deck writer and designer with a passion for entrepreneurship and a track record of success, we would love to hear from you. Please submit your resume and a sample of your work for consideration.
a month ago19 proposalsRemoteopportunity
Digital Marketing Manager Consultant at Parrock Dental
Job Opportunity: Digital Marketing Manager Consultant at Parrock Dental About Us: Parrock Dental is a leading dental practice specialising in ‘smile n a day’ ‘all on four’ dental implants Invisalign clear braces and composite bonding.. Committed to providing exceptional dental care to our patients. With a focus on innovation and customer satisfaction, we strive to deliver top-notch dental services using state-of-the-art technology. As we continue to expand our reach and enhance our online presence, we are seeking a talented Digital Marketing Manager Consultant to join our team. Role Overview: Role Overview: As a Digital Marketing Manager Consultant at Parrock Dental, you will collaborate closely with our established marketing team to analyze current performance and identify areas for improvement. You will then develop and execute comprehensive digital marketing strategies to promote our services and expand our brand presence. Leveraging your expertise in various digital marketing channels, including social media advertising, email marketing, display ads, SEO, SEM, and PPC campaigns, you will drive engagement and attract new patients to our practice. Key Responsibilities: -Analyse digital marketing strategies, including social media advertising, email marketing, display ads, SEO, SEM, and PPC campaign, reporting back to business owner and sales manager twice a month. -Develop and implement digital marketing strategies, including social media advertising, email marketing, display ads, SEO, SEM, and PPC campaign. - Create, execute, and monitor marketing campaign budgets to ensure optimal allocation of resources. - Collaborate with media and sales teams to improve marketing results and maximize ROI. - Measure key performance metrics, including website traffic, audience engagement, service quotas, bounce rate, and ad spend return on investment. - Coordinate with the digital marketing team to identify innovative growth strategies and opportunities for improvement. - Prepare comprehensive reports on the performance of marketing campaigns and provide actionable insights for future optimization. - Utilize advanced analytics software to identify customer touchpoints and assess end-to-end customer experience across diverse digital channels. Requirements: - Bachelor's degree in Marketing, Digital Media, or related field. - Proven experience in developing and implementing digital marketing strategies, preferably in the healthcare or dental industry. -Official Google and meta certified training in paid advertising and SEO. Experience and reviews. - In-depth knowledge of various digital marketing channels, including social media, email, SEO, SEM, and PPC. - Strong analytical skills and proficiency in using advanced analytics software to measure and optimize campaign performance. - Excellent communication and collaboration skills, with the ability to work effectively in a team environment. - Detail-oriented mindset with a focus on delivering high-quality results and exceeding performance targets. - Creative thinking and problem-solving abilities to develop innovative marketing solutions.
11 days ago55 proposalsRemoteReal Estate Admin Assistant + Prospector
We are launching a New Gen Funding Program, and we're dedicated to revolutionizing real estate financing and empowering individuals to achieve their property investment goals. We're looking for a motivated Real Estate Admin Assistant + Prospector to join our team. This role involves managing lead follow-up and conversion, client referral programs, prospecting, and assisting in realtor recruitment efforts. Position Overview: We're seeking a proactive and driven individual to take on the role of Real Estate Admin Assistant + Prospector. Your primary responsibilities will include managing lead follow-up and conversion through various channels, client referral programs, babysitting prospect lists, and assisting in realtor recruitment efforts. Responsibilities: - Lead Management: Manage lead follow-up and conversion through multiple channels, with a focus on phone calls. Demonstrate excellent phone communication skills and a persuasive voice. - Client Referral Program: Implement and manage the current client referral program, reaching out to clients through various channels to encourage referrals. - Prospect Babysitting: Maintain accountability by printing lists of prospects for realtors to call, ensuring follow-up and conversion efforts are consistent. - Realtor Recruitment: Reach out to the realtor network to recruit new realtors, leveraging relationships and networking channels. - Administrative Support: Provide administrative support as needed, including data entry, document management, and appointment scheduling. Perks: - Incentives + Commissions: Opportunity to earn incentives and commissions based on performance and successful lead conversions. - Fast Track Full-Time: Promotion to full-time within 30 days for high-performing candidates who demonstrate exceptional skills and dedication. - Promotion Opportunities: Opportunity for fast-track promotion to - - Team Lead for individuals who excel in their role and show leadership potential. Qualifications: - Previous experience in real estate, sales, or customer service roles is preferred. - Strong communication skills with a persuasive phone voice. - Proactive and self-motivated with a drive to succeed. - Excellent organizational skills and attention to detail. - Ability to multitask and prioritize tasks effectively.
24 days ago9 proposalsRemoteopportunity
Social Media Maestro for Flying Fish Tea's Next Big Leap
Introduction: We are thrilled to extend an opportunity for a dynamic and experienced social media expert to join the Flying Fish Tea journey. Since our inception three years ago, we've built a distinctive brand with a unique Monty Python-esque identity in the premium whole leaf tea market. As we gear up to introduce five new flavours and unveil updated, more letterbox-friendly packaging, our need for a skilled individual to amplify our social media presence and engage our growing community has never been greater. Background: Flying Fish Tea, inspired by the golden age of the tea trade and the legacy of the 'Flying Fish' clipper, is dedicated to offering the highest quality, responsibly sourced tea. Our brand is a testament to quality, sustainability, and a bit of quirkiness. With our focus shifting towards expanding our product line and reaching more tea lovers, we require a social media strategist who can capture the essence of our brand and share it with the world. Scope of Work: - Social Media Strategy Development: Craft a comprehensive strategy focusing on re-launch and ongoing engagement, tailored to our unique brand identity. - Content Creation & Management: Generate and schedule engaging, brand-aligned content across our platforms (Instagram, Facebook, etc.), incorporating our new products and packaging. - Follower Growth & Engagement: Implement innovative tactics to grow our audience and increase engagement, with a focus on building a passionate community around our brand. - Promotional Campaigns: Design and manage campaigns for our re-launch, including waiting lists, teasers, and full-scale promotions to generate excitement and drive customer anticipation. - Collaboration & Partnership Outreach: Identify and establish collaborations with influencers, brands, and tea enthusiasts to widen our reach and enhance brand visibility. Ideal Candidate: We seek a partnership with someone who: - Possesses a proven track record of growing and managing social media presence, particularly for food and beverage brands. - Demonstrates creativity in content creation and campaign execution, with an ability to infuse our brand's quirky personality into social media narratives. - Is strategic in planning and flexible in execution, with experience in both launch campaigns and sustained social media engagement. - Shows strong communication skills and the ability to work collaboratively with our team to bring our brand's story to life. Submission Requirements: Interested candidates should submit: - An introduction and overview of your social media management philosophy. - Case studies or examples of previous successful social media campaigns, especially in the food and beverage sector. - A preliminary outline of your approach towards our brand's re-launch and growth on social media. - Any inquiries you might have about our brand, expectations, or project specifics. Note on Compensation: This project includes two phases: the initial re-launch phase and the subsequent growth phase. We seek a flexible, results-oriented pricing model that reflects the value you bring to our brand. Quality and effectiveness are paramount, and we are prepared to invest in the right partnership. Please include your proposed compensation structure based on our outlined scope of work. While there is always a balance between cost and quality, if you feel you absolutely can relate to this ask but the price isn't right please bid appropriately. Discover More About Us: Gain insights into our brand's ethos, current social media presence, and the unique identity we've cultivated by visiting our website at www.flyingfishtea.co.uk and our social media pages on Instagram https://www.instagram.com/flyingfishteaco/ Please note: Anyone who messages directly or on any other platform will be ignored.
15 days ago17 proposalsRemote
Past "Investment-banker" Projects
INVESTMENT PROPOSAL PITCH FOR SCALING BUSINESS
I need help in putting together an investment pitch/presentation for a 10-year-old car repair business. The presentation is meant to show the growth records of the business and the potential of the business. the pitch is meant to approach investors/banks for funds needed to expand existing services and the new line of services
opportunity
Find the best investment firms within our sector
We need someone to find us a list of 100 of the most relevant investment firms within the hospitality or food retail space so we can send them our pitch. These can be either vc firms in this space or high net worth individuals within the space. These must be quality leads with them being carefully considered in the first instance so its important the successful person understands our brief and company in the first instance.
Financial Investment Data Analyst
I require a proficient analyst to delve into our company databases to evaluate our investment data. This activity is tricky, and a deep understanding of financial data interpretation would be advantageous. Essentials for the Job: - Demonstrable expertise in analyzing financial data, specifically investment data - Proficiency in navigating company databases to extract relevant information - Strong interpretative skills are a must-have. You'll need to glean actionable insights from the raw financial data - Having experience with proprietary software would be a bonus point. This task is not just about analyzing numbers - it's about interpreting them in a manner that helps our organization make informed investment decisions. Your work will greatly influence company strategy, so precision and expertise are paramount.