Wassim B.
6+ yrs Exp | Data Expert for Investor Reports | Financial Research
✦ Transform Complex Financial Data into Investor-Ready Insights & Content ✦ Top Rated | 100% Job Success Most investment teams and startup founders struggle to turn complex data or financial results into stories that attract investors and clients. They have the numbers, but not the clarity, the visuals, or the message that sells. That’s where I come in. I help investment managers, sovereign institutions, and fintech firms translate financial complexity into clear investor reports, engaging content, and data-driven visuals that impress both boards and audiences. My work bridges the gap between financial analytics, data storytelling, and marketing strategy, helping you look as professional as you are. With 6+ years of experience at the intersection of finance, data, and communication, I deliver: - Investor-ready reports with performance & risk insights - Automated dashboards and data workflows that save hours weekly - Financial & ESG analytics for equities, fixed income, and derivatives portfolios - Corporate modeling & valuation for investor decks and fundraising - Marketing finance content - newsletters, explainer videos, performance commentaries, and product stories that resonate with investors - Portfolio Optimization and Rebalancing saving you $$$ - Backtesting Strategies 💡 I combine hands-on expertise from leading financial institutions with advanced platform mastery - FactSet, Bloomberg, Morningstar, Excel Automation, and data visualization tools - to deliver clarity, credibility, and impact. ✅ If you need: - A research analyst that compile the financial data for you - An investor report that tells a compelling story - A marketing narrative or video that makes your numbers stand out - Or a data-driven content strategy that builds trust with investors 👉 Let’s discuss how I can help you turn your financial data into insights and content that convert attention into confidence.
Earnings and projects
Last 6 months ÷ 6
Billed in all: $2,062$2.1k