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James M.
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James M.

Institutional Investor-Ranked Equity Research Analyst

I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.

🇺🇸Punta Gorda, United States$75/hr100% JSS4.99 (24)Since Nov 2019

Earnings and projects

MRR
$1.4k

Last 6 months ÷ 6

World#35,864 / 412k
🇺🇸Country#6,641 / 62.1k
Revenue, last 30 days
$4k

Last 6 months: $8.1k

World#8,080 / 412k
🇺🇸Country#2,335 / 62.1k
Total earnings
$138k

Billed in all: $142k

World#26,257 / 412k
🇺🇸Country#5,781 / 62.1k
Per project
$2.2k

$2k in the last 6 months

World#71,908 / 412k
🇺🇸Country#12,031 / 62.1k
Projects, last 6 months
4
50% fixed50% hourly
World#51,813 / 412k
🇺🇸Country#7,181 / 62.1k
Projects in all
63

Across 69 contracts

46% fixed54% hourly
World#48,156 / 412k
🇺🇸Country#7,383 / 62.1k

Earnings, last 30 days

$142k+$4k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$137.5k$140.0k$142.5kOct 8Oct 23Nov 7

Skill rankings: Top 4% in Equity Research

Ranked by MRR among everyone on Upwork with the skill.

  1. #8Equity Research182 freelancers · 🇺🇸 #4Top 4%
  2. #35Investment Strategy326 freelancers · 🇺🇸 #16Top 11%
  3. #44Financial Writing671 freelancers · 🇺🇸 #20Top 7%
  4. #45Investment Research535 freelancers · 🇺🇸 #17Top 8%
  5. #142Finance & Accounting1,535 freelancers · 🇺🇸 #41Top 9%
  6. #187Business Writing2,455 freelancers · 🇺🇸 #91Top 8%
  7. #291Financial Accounting2,249 freelancers · 🇺🇸 #65Top 13%