David Paluch

Trinity College Investment Club at Trinity College Student Investment Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Hartford, Connecticut, United States, US

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Credentials

  • Bloomberg Market Course Certified
    Bloomberg
    Apr, 2023
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Trinity College Investment Club
      • Sep 2022 - Present

      [Conduct market investment and finical analysis plus utilizing Bloomberg Terminals][Offered personal market analysis directly to the fund to maintain the success of the portfolio][The funds portfolio which holds a valuation of $750,000]

    • Portfolio Analyst Program: Research Analyst
      • Sep 2022 - Present

      [Selected to work directly with the fund's CIO and portfolio management team to do market research.][ Generate performance reports for current and potential holdings. ][Monitor asset allocation to ensure the fund is in line with risk tolerance.][Assist in creating weekly global market updates sent out to the 150+ members of the investment fund.][ Research and analyze all sectors of Trinity's Student Investment Fund portfolio]

    • Alternative Equities Analyst
      • Sep 2022 - Present

      [Research companies, analyze financial statements, and use comparative analysis within the alternative equities sector.][Gain experience researching equities with Bloomberg terminals, learning how to interpret different companies's SEC filings, and analyzing key metrics when gauging the liquidity, profitability, and valuation of a company.]

    • Canada
    • Restaurants
    • 1 - 100 Employee
    • Server
      • May 2021 - Present

      [Serviced guests with food and beverage requests in timely, professional and friendly manner.][ Maintained high standards of customer service during high volume, fast paced operations.][ Built loyal clientele of diverse backgrounds through friendly interactions.]

    • Social Media Marketing Manager
      • Jan 2022 - Aug 2022

      [Content Creation]-Tasked with creating engaging content using photo and video. Utilized different aspects of Instagram such as reels, carousels, story features to promote the brand. [Social Media Analytics ]-Observed content analytics using Instagram Business manger. Used content analytics to determine which content received the most reach and doubled down on it, which resulted with more guests and brand growth.][Ad Campaigns]-Created ad campaigns using Meta platforms. Followed the companies advertisement budget in which I had to strategically utilize to create ad campaigns that led to increased sales.] Show less

    • United States
    • 1 - 100 Employee
    • Sales Representative
      • May 2020 - Aug 2020

      [Serve and build relationships with customers by selling products and meeting customer needs.] [Tasked with designing the store with new clothings line] [Serve and build relationships with customers by selling products and meeting customer needs.] [Tasked with designing the store with new clothings line]

Education

  • Trinity College-Hartford
    Economics
    2022 - 2026
  • Canterbury School
    2018 - 2019
  • The Loomis Chaffee School
    2017 - 2018

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