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Nicholas Welch is listed as Equity Analyst at Kudla Dynamic Allocation Fund, based in Dayton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Welch.
Nicholas Welch previously worked as Equity Analyst for the Energy, Materials, and Industrials Sector at Davis Center For Portfolio Management - University Of Dayton and Service Porter at Mercedes-Benz Of Fort Mitchell. Nicholas Welch holds Bachelor Of Science Degree In Business Administration, Business/Commerce, General, 2Nd Year from University Of Dayton.
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I am currently enrolled at the University of Dayton majoring in finance and minoring in economics. I am a profound problem solver and I am very proud of my academics. I am hoping to be able to input my skills into an in-person financial analyst internship soon.
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Dayton, Ohio, United States
● Collaborate with 20 undergraduate students managing a $1.9 million dollar investment fund comprised of ETFs and mutual funds allocated across U.S and international equities, fixed income, and commodities● Conduct portfolio analysis and present investment pitches on Fixed Income and alternative ETFs in an attempt to generate alpha compared to our benchmark (60% IVV, 20% MSCI, 20% AGG)
Dayton, Ohio, United States
● Selected to be an analyst within the largest student-run undergraduate equity portfolio in the nation, managing over $80 million of the university’s endowment and $4.5 million of outside funds● Utilize Bloomberg, FactSet, and Morningstar to build discounted cash flow, dividend discount, and funds from operation valuation models that reflect a top-down, bottom-up research process ● Created a solo stock pitch during the intern process on COP, utilizing previously mentioned resources to build out a discounted cashflow model, a report, and a presentation to be presented to the whole Davis Center
Dayton, Ohio, United States
I maintain the athletic facilities here at the University of Dayton and set up/tear down soccer and volleyball games.
Activities and Societies: University of Dayton Honors Program, Sigma Alpha Epsilon
Activities and Societies: Davis Center for Portfolio Management, Kudla Dynamic Allocation Fund, Sigma Alpha Epsilon
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Nicholas Welch works for Kudla Dynamic Allocation Fund.
Nicholas Welch is listed as Equity Analyst at Kudla Dynamic Allocation Fund.
Nicholas Welch is based in Dayton, Ohio, United States while working with Kudla Dynamic Allocation Fund.
Nicholas Welch has worked for Kudla Dynamic Allocation Fund, Davis Center For Portfolio Management - University Of Dayton, Mercedes-Benz Of Fort Mitchell, and University Of Dayton.
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Nicholas Welch holds Bachelor Of Science Degree In Business Administration, Business/Commerce, General, 2Nd Year from University Of Dayton.
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