David Welch

David Welch Email and Phone Number

Investment Director
David Welch's Location
Greater Melbourne Area, Australia
David Welch's Contact Details

David Welch work email

David Welch personal email

About David Welch

David Welch is a Investment Director. He is proficient in Chinese. Colleagues describe him as "David's proactive nature made it a pleasure to manage him. He was both diligent and timely in the his work, and was continuously seeking self-improvement (as demonstrated by his masters degree). David was quick to understand complex concepts, and regularly made improvements both to the operational and trading activities within the Investments team."

David Welch's Current Company Details

Investment Director
David Welch Work Experience Details
  • Ioof Holdings Ltd (Formally Plan B Wealth Management)
    Portfolio Analyst
    Ioof Holdings Ltd (Formally Plan B Wealth Management) Sep 2009 - Sep 2013
    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
  • Plan B Wealth Management
    Business Analyst
    Plan B Wealth Management Sep 2006 - Aug 2009
    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
  • Bunnings
    Programmer
    Bunnings Jan 2004 - Aug 2006
    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

David Welch Skills

Process Improvement Risk Management Management Portfolio Management Investments Financial Analysis Equities Asset Management Bloomberg Factset Securities Financial Modeling Financial Planning Business Analysis Trading Financial Services Finance Business Process Improvement

David Welch Education Details

Frequently Asked Questions about David Welch

What is David Welch's role at the current company?

David Welch's current role is Investment Director.

What is David Welch's email address?

David Welch's email address is da****@****ail.com

What schools did David Welch attend?

David Welch attended Curtin University, Curtin University Of Technology, Taipei Language Institute, Chinese Culture University, Central Institute Of Technology.

What skills is David Welch known for?

David Welch has skills like Process Improvement, Risk Management, Management, Portfolio Management, Investments, Financial Analysis, Equities, Asset Management, Bloomberg, Factset, Securities, Financial Modeling.

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