David Welch Email & Phone Number

Perth Area, Australia

Reporting to the Head of Investment Strategy, the role involved managing just over AU $1.1 billion in equity portfolios as part of a small team. Duties Included:• Management of Developing and Emerging Market equity portfolios• Performing equity research and reviewing recommendations for trading and corporate action decisions from the team• Maintaining FX exposures within guidelines for hedged portfolios by monitoring positions and executing FX trades• Preparing analytical papers and recommendations to boards and committees as well as providing assistance to the Head of Investment Strategy with presentations• Preparing reports and presentations for financial advisors, fund of fund managers and end clients• Designing, testing and implementing new portfolios including reviewing and providing recommendations for portfolio management methodologies• Mentoring and providing assistance to junior colleagues

Perth, Australia

Originally hired as an Analyst Programmer, I transitioned into this role within the Business Solutions Department. Duties Included:• Preparing business cases, including financials and coordinating projects• Assisting department heads and executives with strategic planning and the decision making process for projects• Documenting operational requirements, planning and facilitating the implementation of new processes, systems and business operations• Managing deadlines and directing stakeholders to achieve goals• Liaising between business users and IT staff• Sourcing and negotiating with external service providers

Perth, Australia

Worked in the Bunnings ITS department, I designed software for running the company’s stores and for providing reports for the company’s management. Duties included:• Designing and coding major improvements to the company’s supply chain management software• Developing the replacement of the company’s point of sales software• Redesigning the company’s e-commerce website• Designing and producing reports to assist with management decisions

Master Of Finance With Distinction

Bachelor Of Commerce, It And E-Commerce

Chinese Language And Literature

Intensive Chinese, Chinese Language And Literature

Certificate Ii & Iii In Applied Language, Mandarin