Hire remote equity research analysts near Vancouver or in a similar time zone
Bryan Johnson
Freelance Equity Research Analyst
Bryan is a seasoned financial consultant in strategic finance, planning, and analysis, with a PhD in financial mathematics and having spent over 14 years at BlackRock and investment banks such as JPMorgan. He has helped leadership teams invest in the technology, media, communication, and healthcare sectors. Bryan has also raised funds as a CFO for a SaaS technology company in London, UK, and is now based in Vancouver and likes the flexibility that Toptal offers.
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Jerod Ayres
Freelance Equity Research Analyst
As an M&A transaction services associate, Jerod saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. Over his 13 year career as a CPA and CFA charter holder, Jerod has excelled at helping executive decision-makers harness the value underlying their businesses. He enjoys working with a diverse client base from the backdrop of the west coast.
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Anuar Heberlein
Freelance Equity Research Analyst
Anuar has 15 years of expertise in go-to-market engagements conducting over 100 projects for Fortune 500 companies and championing startups. He founded STRATYGIKA, an international strategy consulting boutique specialized in go-to-market offerings led by former Bain & McKinsey consultants. Prior to that, Anuar worked with Second City Capital, a private equity company. He was also a strategy consultant for Bain & Company. Anuar holds an MBA from INSEAD and a B.Sc. in Economics from ITAM.
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Vikram Murthy
Freelance Equity Research Analyst
Vikram relaunched his consulting practice after a 25-year career in investment finance and strategy, evaluating investments and advising senior managers at Disney, Wellington Management, and Booz Allen. He enjoys freelancing because it provides him with the opportunity to work with fascinating entrepreneurs, investors, and business leaders, helping them solve noteworthy business problems, build sustainable businesses, and allocate capital wisely.
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Neil Portus | CFA, CMA
Freelance Equity Research Analyst
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Lorre F. Jay
Freelance Equity Research Analyst
Lorre has advised companies, private equity, and hedge funds on valuations and financial analyses for acquisitions, divestitures, investments, and restructurings. She develops detailed financial models to analyze companies and develop deal structures, price leverage, and value enhancement. She is successful in producing bulletproof results in highly scrutinized, high profile matters.
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Andrew Fales
Freelance Equity Research Analyst
A dynamic CFO, Andrew built and sold a CPA firm offering contract CFO services and led a management buyout that generated a 5.0x net cash-on-cash return for investors on a $4 million investment. Andrew possesses extensive expertise in accounting, finance, investments, and tax. He enjoys quickly learning about new industries and opportunities while providing concise insights for investment funds and private equity-backed companies as a freelance.
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Kevin Shuller
Freelance Equity Research Analyst
Kevin has finance experience at companies with as many as 10,000 employees and as few as nine. His FP&A work contributed $55 million of net income at Omnicare. He covered the industrials, materials, consumer, and agriculture industries over seven years of equity analysis at T. Rowe Price and RMB Capital (a Barrons’ Top 50 RIA). Kevin loves freelancing because it allows him to learn new things and solve interesting problems.
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Ryan Downie
Freelance Equity Research Analyst
Ryan left the hedge fund equity research world to found Montane Consulting, a practice specializing in startups, growth, and exiting planning. Since then, Ryan has helped clients raise more than $150 million in early-stage capital. Ryan's duties are generally fractional strategic financial director/CFO and fundraising advisor.
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Kyle Wade
Freelance Equity Research Analyst
Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.
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Richard Cleary
Freelance Equity Research Analyst
Richard is a Columbia MBA and CFA charterholder with 13 years of experience helping C-level executives at Fortune 500 companies. His work includes competitive benchmarking, KPI identification, budgeting, strategic planning, and linking plans to compensation targets to drive employee behavior tailored to a client's unique culture. Richard enjoys freelancing because he is passionate about aligning pay for performance and helping companies and those who work for them maximize value.
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