Patrizia Julia P.
Investment Analyst | Valuation & Modeling Expert | Capital Markets
I’m an Equity Research & Investment Analyst with a PhD in Finance (summa cum laude) and a focus on valuation and capital markets. I help investors, founders, and advisors make confident decisions by turning data into clear models and investment insights. How I can help clients: Equity Research/Commercial Due Diligence Research: Market dynamics, business model, peers/competitors, risk/scenario analysis - Valuation & Financial Modeling: DCF, trading comps, sensitivities, forecasting - Portfolio & Risk Analysis: portfolio strategy analysis, regime/factor insights, performance analysis Tools: Excel, Python / R What you will get: • Clean, well-documented deliverables • Concise summaries/presentations • Reliable communication; on-time delivery
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.3k
Billed in all: $3,542$3.5k
$1.3k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 21% in Investment Research
Ranked by MRR among everyone on Upwork with the skill.
- #26Equity Research & Analysis93 freelancers · 🇩🇪 #1Top 28%🇩🇪#1 of 1
- #27Capital Markets111 freelancers · 🇩🇪 #3Top 24%🇩🇪#3 of 5
- #34Discounted Cash Flow86 freelancers · 🇩🇪 #1Top 40%🇩🇪#1 of 1
- #115Investment Research535 freelancers · 🇩🇪 #3Top 21%🇩🇪#3 of 7
- #136Corporate Finance511 freelancers · 🇩🇪 #3Top 27%🇩🇪#3 of 10
- #140Financial Analysis & Valuation498 freelancers · 🇩🇪 #2Top 28%🇩🇪#2 of 6
- #239Due Diligence667 freelancers · 🇩🇪 #3Top 36%🇩🇪#3 of 7
- #392Financial Planning1,216 freelancers · 🇩🇪 #5Top 32%🇩🇪#5 of 19