Hire the Top 3% of Freelance Investment Analysts

Toptal is a marketplace for top Investment Analysts. Top companies and startups hire Investment Analysis freelancers from Toptal for their mission-critical projects.

No-Risk Trial, Pay Only If Satisfied.

Clients rate Toptal Investment Analysts 4.9 / 5 on average based on 389 reviews.
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Hire Freelance Investment Analysts

Jeffrey Mazer

Freelance Investment Analyst
UTC-08:00
United States
Toptal 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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Rudy Murgo

Freelance Investment Analyst
UTC-08:00
United States
Toptal Member Since March 8, 2018

Rudy is a CFO with experience advising finance, operations, and capital investment in high-growth businesses across industries. He has helped raise over $260 million of capital for small and medium-sized companies and closed on $300+ million in debt, equity, and tax equity financing for larger firms. He has served a lead role in taking an energy technology public on the NYSE at a $2 billion valuation. He uses his experience to help growth-minded risk-takers accelerate growth in their businesses.

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Tim Barbis

Freelance Investment Analyst
UTC-06:00
United States
Toptal Member Since October 20, 2020

Tim is an investment advisor who has worked with multiple private equity, venture capital, and investment management firms to analyze and execute investments. He has extensive experience applying his CFA, MBA, and operating experience to investment analysis for venture capital investments, middle-market acquisitions, and small to mid-cap publicly traded businesses. Tim enjoys freelancing because it offers him the opportunity to work on a variety of projects and industries.

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Francisco Barrio Olivas

Freelance Investment Analyst
UTC-05:00
Mexico
Toptal Member Since February 24, 2021

Francisco began his investment banking career at Merrill Lynch, where he completed over $1 billion in M&A and financing deals. He then joined Advent International, one of the largest global private equity firms, where he evaluated over $3 billion in investment opportunities across different sectors. As a freelancer, Francisco has consulted for private equity funds and a number of startups providing support in business planning, financial modeling, capital raising, valuation, and structuring.

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Julio C. Ortiz

Freelance Investment Analyst
UTC-05:00
United States
Toptal Member Since February 18, 2021

Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio's expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.

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Andrew Birrell

Freelance Investment Analyst
UTC+00:00
United Kingdom
Toptal Member Since September 30, 2021

Andrew started at Morgan Stanley in 2016—following university—where he closed $30+ billion in bespoke and complex transactions in the securitized product space. Andrew went on to co-found an investment management firm, developing a proprietary investment analysis utilizing machine learning. He freelances as he enjoys working with outstanding people and taking on exciting projects.

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Nika Songhulashvili

Freelance Investment Analyst
UTC+01:00
Netherlands
Toptal Member Since April 14, 2022

Nika has worked as a Deputy CEO of a $100 million healthcare service provider, with more than 5,000 employees and 18 independent hospitals. He was also a voting member of the Investment Committee and has decided on investment opportunities of more than $20 million. Nika is passionate about providing advice on complex investment cases, business valuations, financial modeling, and profitability optimizations.

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Sameer Bakhru, CFA

Freelance Investment Analyst
UTC+04:00
United Arab Emirates
Toptal Member Since April 19, 2019

Sameer has led a $100 million franchise partnership. He is a blockchain expert, having worked with crypto startups from social media apps to NFT platforms and P2E games. His experience includes fundraising, tokenomics, whitepapers business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private equity firms, and family offices, providing unique insights into investor mindsets. Sameer joined Toptal to add value to a variety of businesses creatively.

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Prateek Modi

Freelance Investment Analyst
UTC+05:00
India
Toptal Member Since August 10, 2021

Prateek is an entrepreneur and finance expert who has completed over $1.2 billion in healthcare PE and M&A transactions working with Allegro Capital, a healthcare-focused investment bank. As a VC professional with Alkemi Growth Capital, he has originated, assessed 40+ investment opportunities, and executed four investments in early-stage healthcare companies. He is a chartered accountant with an MBA in finance.

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Manish Gupta

Freelance Investment Analyst
UTC+06:00
India
Toptal Member Since August 12, 2021

Manish is a qualified chartered accountant with over 15+ years of experience in real estate, hospitality and startups. He has been hands-on with controlling, planning, revenue and cost optimization, and ERP implementations during his career. Manish has learned operations management and strategic thinking and is obsessed with customer excellence and a balanced growth approach. He is always eager to learn new concepts and skills and is not afraid to try and venture into uncharted territories.

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Thuy Nguyen

Freelance Investment Analyst
UTC+07:00
Vietnam
Toptal Member Since June 18, 2021

Thuy Nguyen has five years of experience as a research analyst at the leading equity research house in Vietnam. She has conducted industry analysis, created valuation models, and communicated investment opportunities to her clients in the consumer and banking sectors. She was a valedictorian of her batch with a GPA of 3.92/4 in an MBA program at the International University of Japan. She is thrilled to contribute her professional knowledge and skills to global clients via Toptal.

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Toptal's screening and matching process ensures exceptional talent are matched to your precise needs.

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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 Investment Analysts Through Toptal

1

Talk to One of Our Client Advisors

A Toptal client advisor 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 Investment Analyst for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Investment Analyst 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 quickly can you hire with Toptal?

    Typically, you can hire an Investment Analyst with Toptal in about 48 hours. For larger teams of talent or Managed Delivery, timelines may vary. Our talent matchers are highly skilled in the same fields they’re matching in—they’re not recruiters or HR reps. They’ll work with you to understand your goals, technical needs, and team dynamics, and match you with ideal candidates from our vetted global talent network.

    Once you select your Investment Analyst, you’ll have a no-risk trial period to ensure they’re the perfect fit. Our matching process has a 98% trial-to-hire rate, so you can rest assured that you’re getting the best fit every time.

  • To hire the right Investment Analyst, it’s important to evaluate a candidate’s experience, technical skills, and communication skills. You’ll also want to consider the fit with your particular industry, company, and project. Toptal’s rigorous screening process ensures that every member of our network has excellent experience and skills, and our team will match you with the perfect Investment Analysts for your project.

  • At Toptal, we thoroughly screen our Investment Analysts to ensure we only match you with the highest caliber of talent. Of the more than 200,000 people who apply to join the Toptal network each year, fewer than 3% make the cut.

    In addition to screening for industry-leading expertise, we also assess candidates’ language and interpersonal skills to ensure that you have a smooth working relationship.

    When you hire with Toptal, you’ll always work with world-class, custom-matched Investment Analysts ready to help you achieve your goals.

  • You can hire Investment Analysts on an hourly, part-time, or full-time basis. Toptal can also manage the entire project from end-to-end with our Managed Delivery offering. Whether you hire an expert for a full- or part-time position, you’ll have the control and flexibility to scale your team up or down as your needs evolve. Our Investment Analysts can fully integrate into your existing team for a seamless working experience.

  • We make sure that each engagement between you and your Investment Analyst 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.

Top Investment Analysts Are in High Demand.

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