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$
USD
I will do investment, company financial data analysis
Ricards E
About this gig
Bring real institutional-grade analysis to your investment decisions.
I'm a finance professional working in investment analysis and multi-asset portfolio management, using the same tools and methods as institutional desks (including Bloomberg Terminal). I'll give you a clear, rigorous read on any public company.
What you'll get:
- Full financial statement analysis - income statement, balance sheet, cash flow
- All the key ratios: profitability, liquidity, leverage, efficiency
- Trend analysis and peer/sector comparison
- Market and competitive context
- A clear written summary with the key takeaways
Higher tiers include a supporting Excel model and a consultation call to walk through everything.
Why work with me: real analyst experience, clean and professional deliverables, and analysis you can actually understand and use - not a generic template.
Perfect for investors, students, finance professionals, and anyone who wants a serious, independent read on a company's financials.
This is research and educational analysis, not personalised investment advice.
Message me before ordering with the company (ticker/name) so I can confirm scope and turnaround. Let's get started!
Get to know Ricards E
Ricards E
Investment Analyst
- FromLatvia
- Member sinceFeb 2023
- Avg. response time1 hour
Languages
English, Latvian, Russian
Investment analyst at Barclays. Daily Bloomberg Terminal user managing multi-asset client portfolios across equities, fixed income, derivatives, FX, alternative investments.
What I do:
Portfolio analysis & multi-factor return attribution to evaluate risk-adjusted returns
Bond screening & Equity Valuation
Macro research - ECB/Fed policy, yield curves, liquidity regimes, general macro
Quant dashboards in Python/FastAPI + React (FRED, Bloomberg integrations)
Excel/VBA modeling with Bloomberg BDP/BDH
Macro research reports, stock pitches, MiFID II suitability analysis
FAQ
What information do you need from me to start?
Just the company name or ticker symbol. If you have a specific focus (e.g. profitability, debt, growth) let me know and I'll prioritize it. For private companies - ill need to look into it, or provide the financial statements yourself, if available
Which companies can you analyze?
Any publicly listed company with available financials - US, European, and most global markets. If you're unsure whether a company is covered, message me before ordering and I'll confirm.
Do you provide buy/sell recommendations?
This is research and educational analysis, not personalised investment advice. I'll give you a clear, objective read on the company's financials and context so you can make your own informed decision.
What format will I receive the analysis in?
A clean, professional PDF report. !!! ONLY Standard and Premium packages include the supporting Excel model so you can see and adjust the numbers yourself.
Can you analyze more than one company?
Yes. The Premium package covers up to 3 companies, or you can add extra companies to any package using the gig extras.
How do you handle revisions?
Each package includes revisions if something needs clarifying or adjusting. Just let me know what you'd like refined and I'll update it ASAP!
Can you compare a company against its competitors or sector?
Yes - peer and sector comparison is included in the Standard and Premium packages, and gives you much more context than a standalone analysis.
