David Trujillo
Palma De Mallorca
Summary
Dynamic Investment Analyst with a proven track record in multiple financial institutions, adept in financial statement analysis and fostering investor relations. Excelled in assessing over 3,000 investment opportunities, leveraging risk management, and clear communication to drive strategic decisions. Embodies adaptability and professional ethics, ensuring meticulous financial oversight and stakeholder engagement.
Overview
10
10
years of professional experience
Work History
Investment Analyst (Contractor)
Gaingels
02.2024 - Current
- Oversee cash management for the company
- Analyze financial data and prepare reports to support decision-making
- Collaborate with the finance team to optimize Finance Processes
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Maintained accurate records of all transactions involving investments including distributions payment
Investment Associate
Thesis Capital Partners
10.2021 - 01.2024
- Analyze and assess potential investment opportunities
- (More than 3000 opportunities analyzed)
- Conduct thorough due diligence on target companies
- Prepare detailed reports for investors and senior management
- Clearly communicate financial results and investment outlook
Finance Administrator
Liquidity Hub
06.2015 - 10.2021
- Manage relationships with investors, analysts, and other stakeholders
- Foster a culture of continuous improvement, innovation, and professional development
- Provide financial insights and analysis to support strategic decision-making by the executive team and the board
- Maintained accurate records of all transactions, including accounts payable and receivable, payroll and general ledger entries.
Education
Master in Finance Management -
Aden Business School
03.2023
Specialization in Finance Management -
The George Washington University
04.2022
Professional in Banking & Finance -
Universidad Autonoma de Occidente
05.2015
Skills
- Fluent in English
- Risk Management
- Clear Communication
- Data-Driven Decision-Making
- Interpersonal Skills
- Professional Ethics
- Adaptability
- Investor Relations
- Financial statement analysis
- Industry analysis
- Private equity analysis
Hobbies and Interests
- Soccer
- Crypto Market
- Gym
- Travel
Awards
- Speaker Invited to give a talk at searchfunder.com (Investor Community), 2023
- Winner of scholarship to study at The George Washington University, 2018
- Winner of international internship at the NYSE, 2015
Personal Information
Title: Master In Finance
Timeline
Investment Analyst (Contractor)
Gaingels
02.2024 - Current
Investment Associate
Thesis Capital Partners
10.2021 - 01.2024
Finance Administrator
Liquidity Hub
06.2015 - 10.2021
Master in Finance Management -
Aden Business School
Specialization in Finance Management -
The George Washington University
Professional in Banking & Finance -
Universidad Autonoma de Occidente
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