Hire the Top 3% of Freelance Bank Investment Consultants

Toptal is a marketplace for the top Bank Investment Consultants. Top companies and investment firms hire freelance Bank Investment Consultants from Toptal for their projects.

No-Risk Trial, Pay Only If Satisfied.

Hire Freelance Bank Investment Consultants

David Neidhart

Freelance Bank Investment Consultant
SwitzerlandToptal Member Since May 27, 2019

David’s helped SMEs raise $500+ million in debt and equity financing and managed 30+ buy & sell-side M&A transactions from inception to execution. He’s built strategic functions and plans for $10+ billion-revenue multinationals, fostered startup hypergrowth, and established middle-market companies. As a freelancer, David helps clients enhance their potential, develop ambitious objectives, and execute the steps necessary to achieve their targets.

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Previously at

Equilibre Invest

Jack Chang

Freelance Bank Investment Consultant
United StatesToptal Member Since November 27, 2018

Jack is an investment banking professional with 15 years of experience in corporate development (Tyco International), investment banking (UBS) and principal investing (GE Ventures). He has advised clients on $7+ billion in M&A and capital raise transactions across the industrial and energy sector. Jack is the founder of DGP Capital, an independent investment bank, and he joined Toptal to share his expertise with a wider array of companies.

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Previously at

DGP Capital

Jeffrey Mazer

Freelance Bank Investment Consultant
United StatesToptal Member Since January 17, 2017

Jeff is a high-level financial expert and lawyer with proven skills in financial and investment analysis. He has specialized expertise in situations requiring a multidisciplinary view. He likes working on different types of projects and with companies in various industries, and freelancing allows him to do that. Jeff’s experience encompasses valuation and financial modeling, investment management and analysis, and corporate transactions.

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Previously at

Wyld

Jakub Rehor

Freelance Bank Investment Consultant
United StatesToptal Member Since June 6, 2019

Jakub has worked as a McKinsey consultant and portfolio manager at Third Avenue, a legendary multibillion-dollar value fund, leading investments, advising on acquisitions, and performing valuations for companies across geographies and sectors. A Yale graduate, he possesses extensive expertise in assessment, strategy development, and investment analysis. Jakub loves to help his clients with valuation, operations, and strategy as a freelancer.

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Previously at

Third Avenue Management

Jerry Bellman

Freelance Bank Investment Consultant
United StatesToptal Member Since April 18, 2019

Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.

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Previously at

The Movement Athlete

George Mathew

Freelance Bank Investment Consultant
United StatesToptal Member Since September 30, 2019

George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.

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Previously at

Morgan Stanley

Marc Howland

Freelance Bank Investment Consultant
United StatesToptal Member Since July 19, 2019

Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.

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Previously at

Keyturn Pbc

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... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Creating an app for the game
Conor Kenney
Creating an app for the game
Leading a digital transformation
Elmar Platzer
Leading a digital transformation
Building a cross-platform app to be used worldwide
Building a cross-platform app to be used worldwide
Drilling into real-time data creates an industry game changer
Drilling into real-time data creates an industry game changer
Testimonials
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Bank Investment Consultants Through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Bank Investment Consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Bank Investment Consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

Find Experts With Related Skills

Access a vast pool of skilled finance experts in our talent network and hire the top 3% within just 48 hours.

FAQs

  • How are Toptal Bank Investment Consultants different?

    At Toptal, we thoroughly screen our Bank Investment Consultants to ensure we only match you with talent of the highest caliber. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You’ll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs.

  • Can I hire Bank Investment Consultants in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Bank Investment Consultant within 48 hours of signing up.

  • What is the no-risk trial period for Toptal Bank Investment Consultants?

    We make sure that each engagement between you and your Bank Investment Consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you’re completely satisfied with the results, we’ll bill you for the time and continue the engagement for as long as you’d like. If you’re not completely satisfied, you won’t be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Bank Investment Consulting Publications

Top Bank Investment Consultants Are in High Demand.

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