Top Investment Banking freelancers

322 freelancers list Investment Banking on Upwork.

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Showing 50 of 322Data updated Nov 7

# Freelancer		SinceMember since
William M. 🇨🇦🇨🇦 Fractional CFO \| Financial Modeling & Valuation \| 25 YR CFA	$28k↑ 2%	May 2020May 23, 2020
Bhaskar A. 🇺🇸🇺🇸 CFO for Capital Events \| M&A, Debt & Fund Finance \| Harvard Graduate	$17k↓ 7%	Mar 2025Mar 19, 2025
Muhammad A. 🇵🇰 NewNew🇵🇰 Expert in investment planning, Banking,Regulatory compliance and tax	$8k↑ 162%	Aug 2025Aug 13, 2025
4 James R. 🇪🇸🇪🇸 Sales Director in Sanctions and Export Controls Training	$6k↑ 10%	Oct 2023Oct 4, 2023
5 Zeeshan M. 🇵🇰🇵🇰 LinkedIn Recruiter & Sourcer \| Tech, GTM & Finance Candidate Sourcing	$6k↓ 8%	Mar 2025Mar 20, 2025
6 Marguerite M. 🇺🇸🇺🇸 Finance & cap tables: startups, SMBs, attorneys, real estate investors	$4k↓ 19%	Nov 2015Nov 4, 2015
7 Grant G. 🇺🇸🇺🇸 Customer Service & Relationship Mgmt, Wealth Mgmt, Microsoft Office	$4k↑ 3%	May 2025May 7, 2025
8 Devin T. 🇿🇦🇿🇦 Investor-Ready Financial Models & Pitch Decks for Capital Raises	$4k↓ 31%	Oct 2019Oct 15, 2019
9 Muhammad R. 🇵🇰🇵🇰 US Tax Filing \| Quickbooks Online & Bookkeeping \| Enrolled Agent	$4k–	Jul 2021Jul 31, 2021
10 Brian K. 🇺🇸🇺🇸 Fractional CFO & Accounting Experts for Growing Businesses	$4k↓ 17%	Nov 2019Nov 20, 2019

Freelancer	MRR	Member since
11 Anand U. 🇮🇳🇮🇳 Fractional CFO & Senior Financial Analyst \| Einstein's Prodigy	$4k↓ 13%	Mar 2022Mar 17, 2022
12 Hunain S. 🇦🇪🇦🇪 Strategic Finance Partner for Fundraising, M&A & FP&A \| Ex e&, VC, IB	$4k↓ 9%	Jun 2017Jun 24, 2017
13 Aashav P. 🇨🇦 NewNew🇨🇦 M&A and LBO Financial Modeling \| Ex-RBC Banker	$3k↑ 9%	Apr 2026Apr 19, 2026
14 Morgan M. 🇺🇸🇺🇸 Financial Models for Founders, Operators & Deal Teams	$3k↑ 9%	Nov 2017Nov 9, 2017
15 Jorge Andres L. 🇭🇳🇭🇳 Real Estate VA - MS Office, QBO, Invoicing, and General Support	$3k↓ 2%	Dec 2022Dec 20, 2022
16 Daniel E. 🇺🇸Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇺🇸 Financial Modeling and Corporate Finance Expert + Fractional CFO	≈$3k–	Oct 2025Oct 22, 2025
17 Micaella T. 🇵🇭 NewNew🇵🇭 Yardi Specialist	$3k↓ 6%	Jul 2026Jul 10, 2026
18 Romnick A. 🇵🇭🇵🇭 Team Leader/SBA Lead Gen Specialist	$2k↑ 3%	Jun 2020Jun 27, 2020
19 Karim D. 🇵🇰🇵🇰 Short Term Rental Bookkeeping Guesty \| Quickbooks \| Appfolio \| Airbnb	$2k↑ 17%	Oct 2021Oct 22, 2021
20 James A. 🇺🇸🇺🇸 Experienced Customer Service Representative	$2k↓ 22%	Apr 2015Apr 22, 2015

Freelancer	MRR	Member since
21 Christophe D. 🇫🇷🇫🇷 Financial Modeling & Cash Flow \| International client Only	$2k0%	Mar 2022Mar 21, 2022
22 Brenden J. 🇺🇸 NewNew🇺🇸 Helping businesses navigate strategic & financial decisions	$2k↓ 1%	Jul 2026Jul 28, 2026
23 Sandeep S. 🇮🇳🇮🇳 Accountant and Consultant	$2k↑ 1%	Sep 2020Sep 8, 2020
24 Mark Steven V. 🇵🇭🇵🇭 Expert Quality Analyst for Customer Experience	$2k0%	Jul 2015Jul 18, 2015
25 Mariana C. 🇧🇷 NewNew🇧🇷 Financial Planning \| Investment Banking, Investment Strategy	$2k↑ 20%	Aug 2026Aug 21, 2026
26 Karl M. 🇺🇸 NewNew🇺🇸 Turnaround & Interim CFO \| Distressed Finance & Due Diligence	$2k↓ 12%	Jul 2026Jul 27, 2026
27 Dan B. 🇺🇸 NewNew🇺🇸 Finance	$1k–	Aug 2026Aug 13, 2026
28 Swastik C. 🇮🇳🇮🇳 Financial Modeling & Valuation \| M&A, CIM, Due Diligence, FP&A, Excel	$1k↓ 18%	Feb 2026Feb 22, 2026
29 Emmanuel A. 🇳🇬🇳🇬 M&A Pitch Deck, CIM & Teaser Redesign for Advisory Firms & Banks	$1k0%	Apr 2019Apr 11, 2019
30 Heherson Romeo M. 🇵🇭🇵🇭 Technical Lead / Incident Manager	$1k↑ 10%	Nov 2017Nov 20, 2017

Freelancer	MRR	Member since
31 Taha A. 🇺🇸🇺🇸 Fractional CFO \| Financial Modeling, FP&A, Fundraising & M&A	$1k↓ 22%	Apr 2020Apr 23, 2020
32 Shah Mir A. 🇨🇦🇨🇦 Director of Finance & Controller \| Excel \| QuickBooks \| NetSuite	$1k↑ 120%	Nov 2016Nov 6, 2016
33 Benjamin C. 🇺🇸🇺🇸 M&A & Business Valuation \| Financial Modeling \| CFA	$1k↓ 1%	Jan 2019Jan 11, 2019
34 Mobassir A. 🇮🇳🇮🇳 Financial Modelling \| FP&A \| Valuation \| Budgeting & Forecasting	$1k↑ 14%	Aug 2021Aug 12, 2021
35 Ali . 🇹🇷 NewNew🇹🇷 Software \| Product \| Infrastructure \| Fintech	$994↑ 21%	Mar 2024Mar 15, 2024
36 Jonford C. 🇵🇭🇵🇭 Customer Service & Tech Support \| Computer, Customer Service, Server	$936↑ 2%	Sep 2025Sep 3, 2025
37 Thandiwe N. 🇬🇧🇬🇧 M&A \| Financial Analyst \| Due Diligence \| Valuation	$933↓ 13%	Apr 2023Apr 1, 2023
38 Dermot D. 🇯🇵🇯🇵 Financial Software Engineer \| Trading Systems \| Python, C#, Excel/VBA	$893↓ 38%	Aug 2016Aug 31, 2016
39 Deborah Ruth F. 🇵🇭🇵🇭 Executive Assistant \| Admin Support \| Corporate Background + VA Skill	$875↑ 2%	Mar 2016Mar 22, 2016
40 Ivan D. 🇬🇪🇬🇪 Pitch Deck Designer \| Startup Fundraising Decks \| Seed to Series A	$786↓ 10%	Oct 2020Oct 19, 2020

Freelancer	MRR	Member since
41 Carl John C. 🇵🇭🇵🇭 Financial Analyst \| Real Estate Underwriting \| Financial Model \| FP&A	$777↑ 10%	Sep 2023Sep 8, 2023
42 Ringo Lorenzo T. 🇵🇭🇵🇭 Administrative Assistant, Customer Svc and Data Entry Specialist	$771↑ 2%	Mar 2017Mar 22, 2017
43 Elaine G. 🇨🇳🇨🇳 Virtual Assistance \| Executive Support, Business Management	$695↓ 14%	Mar 2026Mar 25, 2026
44 Dima C. 🇺🇦🇺🇦 Pitch Deck \| Financial Model	$668↓ 32%	Nov 2023Nov 15, 2023
45 Cihan A. 🇦🇺🇦🇺 Investment Analyst \| Financial Modeling, Valuation, M&A, Fundraising	$664↓ 41%	Oct 2023Oct 23, 2023
46 Simon H. 🇺🇸 NewNew🇺🇸 Finance & Tax Law \| Real Estate Investment Assistance, Private Equity	$655–	Sep 2026Sep 25, 2026
47 Pedro M. 🇵🇹🇵🇹 Ex-Big4 Senior Manager \| Financial modelling \| Valuations \| M&A \| CIM	$651↓ 22%	Jan 2024Jan 11, 2024
48 Abdullah I. 🇵🇰🇵🇰 Strategic Advisor for Startups \| Financial Modeling, GTM & Operations	$650↓ 46%	Feb 2020Feb 12, 2020
49 Sergio T. 🇲🇽🇲🇽 Wealth Management \| Market Research \| Financial Services	$638↓ 21%	Nov 2023Nov 22, 2023
50 Mark S. F. 🇺🇸🇺🇸 Investment Banker/Capital Raising/M&A/Due Diligence	$626↑ 14%	Aug 2021Aug 19, 2021

From public Upwork profiles, refreshed daily.