Hire your Investment Analysis consultant in 48 hours

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London, UK Investment Management, FinTech
Manager
15 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +20
Hire Alexander
Düsseldorf, Germany Strategy, M&A
Associate
4 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +10
Hire Sebastian
Madrid, Spain Strategy, Private Equity
Associate
4 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • Financial Analysis
  • +2
Hire Miguel
London, UK Strategy, M&A
Senior
16 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +3
Hire Dane
Chicago, Illinois, United States Strategy, Private Equity
Analyst
4 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • Due Diligence
  • +2
Hire Aviad
Cape Town, South Africa Strategy, M&A
Senior
16 years experience
  • Investment Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +9
Hire Paul
Nigeria Strategy, M&A
Associate
5 years experience
  • Investment Analysis
Hire Mowale
Foster City, CA, USA M&A, Private Equity
Associate
5 years experience
  • Investment Analysis
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +5
Hire Iris

What do Investment Analysis consultants do?

Our investment analysis consultants help clients evaluate an asset’s risk-reward trade off by quantifying its expected returns, volatility, and correlation with an external variable.

The world's largest network of Investment Analysis consultants

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Talent with experience at
World Map

Why should you hire Investment Analysis experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Investment Analysis Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Investment Analysis talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Investment Analysis professionals, highly specialized within their domains. We have streamlined the process of engaging the best Investment Analysis talent and are able to provide clients with Investment Analysis professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Investment Analysis professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Investment Analysis consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Investment Analysis consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Investment Analysis talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Investment Analysis talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Investment Analysis consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Investment Analysis

What is Investment Analysis?
Investment Analysis is a process that evaluates an asset’s risk-reward trade off by quantifying its expected returns, volatility, and correlation with an external variable. To do this, analysts must first understand the various drivers of a security’s value in order to forecast its future price behavior. Once they have predicted how these drivers will affect the security’s price in the future, they can then calculate its expected return for each driver scenario and estimate its possible terminal value. This process is used to compare the expected returns of a security with its actual returns, in order to estimate if it has been under- or over-valued by the markets and how it could become re-priced.

In addition to providing investors with an estimate of the value at which a security may be traded, investment analysis is also useful in forecasting the impact of macroeconomic events on investments. Despite its numerous benefits, it should be noted that investment analysis is not infallible. For instance, projections must take into account all available information regarding a firm’s future growth prospects as well as relevant macroeconomic events (e.g., interest rate changes). However, market inefficiencies may cause the projections to be overly optimistic or pessimistic.

Main Components of Investment Analysis

Portfolio Management: Portfolio management is the process of managing and controlling your portfolio when investing in a variety of assets or investments. It involves calculating the current value of your portfolio based on how you invested and how it is performing at the moment. It also involves choosing which investments to buy, sell, and hold for your portfolio. The most important tool in portfolio management is the risk-reward ratio. This is simply a way to measure whether an investment has a favorable rate of return for its level of risk or not. Another important tool is modeling. This is the process of using formulas and formulas with mathematics to estimate or predict a future outcome. In portfolio management, it is used to determine how much money you can lose or make on an investment in a given time period.

Quotes and Charts

Quotes are used to get the current price of certain assets, similar to how we might use stock prices as a reference point for measuring the overall health of the market. Quotes for stocks, bonds, etc., give investors estimates of what exactly shares are currently worth at any given moment in time. The price is determined by supply and demand and how many buyers there are at that particular moment versus how many sellers there are. To get prices, investors use market data. This is a collection of real-time quotes and historic information that charts the price behavior of a certain asset over time. Generally, in order to understand the price behavior of an asset, investors look at simple charts with two vertical lines showing points in time. One axis on the graph measures price and the other axis measures quantity. This is typically referred to as a line chart or line plot.

Market Value: Market value refers to the total dollar amount that all investors are willing to pay for a stock based on its future earnings and dividends (discounted by how much they are expected to grow) alongside market sentiment at that particular moment in time.

Market Capitalization: Market capitalization is the total value of a company based on its market value multiplied by the number of shares outstanding.

What is Risk-Rejection?: Risk-rejection refers to the price behavior of an asset rejecting the price that analysts had predicted, in order to prevent losses from occurring. Sometimes these rejections are short-lived and sometimes they can be prolonged periods where prices continue to trend away from a projected path. Risk-rejection is most common with assets that already show heavy signs of being overvalued or undervalued.

Correlation: A correlation is the relationship between two variables. These variables can be related in any way, including the direction of their relationship with itself. For example, if investment analysis says that stocks are “correlated” to oil prices and if oil prices increase, then you can expect that stock prices will fall as well. In addition to financial instruments, correlations can apply to political factors such as when there is an increase in the value of a US dollar versus other currencies or gold.

Generally speaking, simply looking at correlations between two assets doesn’t tell investors what will happen to one asset due to an increase or decrease in another asset’s value. In order to quantify the impact that one asset has on another, it is necessary to specify a formula. Most of the time, these formulas rely on the efficient market hypothesis and statistical methods, which are math-based. The efficient market hypothesis states that it is impossible for markets to be manipulated in a way that would affect price behavior other than through supply and demand.

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Hire the best Investment Analysis specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Investment Analysis consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Investment Analysis specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!