Hire remote equity research analysts near Vancouver or in a similar time zone
Anuar Heberlein
Freelance Equity Research Analyst
Anuar has participated in transactions across the Americas, totaling more than $7 billion over the past 12 years. He has extensive experience working with C-level executives and helping many Fortune 500 clients with corporate and growth strategy projects, M&As, valuations, and JVs. Anuar holds an MBA from INSEAD and a BS in economics from ITAM.
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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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Greg Alan Eisen
Freelance Equity Research Analyst
Greg has a wide range of skills—having excelled in his career as a CPA in public accounting and subsequently in asset management—where he built an asset management product from $5 million in seed capital to $125 million in total assets under management. As a freelancer, he evaluates business models and performs valuations for them, digging into the revenue and cost drivers of those organizations and communicating the results to the stakeholders.
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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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Jimmy Stone
Freelance Equity Research Analyst
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at an investment bank (JP Morgan), private equity firm (Warwick Group) and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.
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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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James P. McFadden
Freelance Equity Research Analyst
A Wharton MBA with graduate and undergraduate degrees in aeronautical and civil engineering, Jim ran J.P. Morgan's North American equity proprietary trading desk and managed $1 billion long-short energy stock portfolios at J.P. Morgan and Amaranth while generating double-digit returns. Jim is an award-winning analyst and antitrust expert who freelances to help companies and investors successfully deploy their investments.
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Joe Matta
Freelance Equity Research Analyst
Joe has helped raise over $1B+ for a renewable energy project, advised on $500M+ in M&A deals, and invested in and managed several high-growth businesses across a variety of industries. As a freelancer, he is excited to work with startups and entrepreneurs to help them find ways to grow their business and raise money. He particularly enjoys food, fitness, travel, and tech businesses. In his free time, Joe is training for an Ironman.
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Craig Irvine
Freelance Equity Research Analyst
Craig is a senior financial professional with extensive leadership experience in multinational and startup environments. Peers and clients have recognized him as an award-winning leader and successful business driver. After a successful corporate career in investment banking and financial advisory, he has moved onto freelancing for its hands-on interaction, helping companies achieve their strategic, operational, and business goals.
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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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