David Perl

Experience

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  Chicago Partners Investment Group

  Jun 2013 - Aug 2016

  Summer Analyst

  • Analyzed stocks for firm’s investment portfolio• Compiled reports and presented findings to senior management• Researched potential market impact of 2016 presidential election

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  Saddle & Cycle Club

  Jun 2016 - Aug 2016

  Golf Instructor

  • Instructed junior campers on golf technique and etiquette• Led daily activities to ensure campers learned golf and had fun

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  Carleton College

  Jan 2017 - Jun 2017

  Hebrew Teacher's Assistant

  • Planned and implemented outside-the-classroom activities to aid student learning• Collaborated with the professor to target points of difficulty and emphasize class themes• Held weekly office hours to answer students' questions

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  Consolidated Trading LLC

  Jun 2017 - Aug 2017

  Options Trading Intern

  • Completed Options Theory class on market structure, hedging strategies, volatility and pricing models• Wrote Python programming model to conduct quantitative analysis on volatility, straddle price, and curve slope on US equity and foreign currency options• Competed on three-person team to write algorithmic trading strategy in C# based on moving averages, Bollinger Bands, and trading volume

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  BDO

  Jun 2018 - Aug 2018

  Corporate Finance Consulting Intern

  • Collaborated with analysts and client to develop and write comprehensive business plan for product launch within US indoor gardening market• Analyzed Bloomberg data, conducted market research & reviewed customer surveys to estimate market size• Wrote detailed financial model to forecast company revenue, costs, margins, and cash flow

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  Optum

  Sept 2019 - Jul 2021

  Advisory Services Analyst

  • Forecasted monthly capital and operating expenses for client’s $60+ million portfolio of initiatives to identify funding and budget reallocation opportunities• Collaborated with client team to build model to rank and select 500+ initiatives for 2021 capital funding• Created fully-automated and interactive skill-specific interview guides written in Excel VBA for over 1,000 UnitedHealth Group employees • Managed Career Development Plan database written in Excel VBA to facilitate conversation between 1,500+ consulting managers and direct reports• Built reporting tool in Excel to consolidate data from Career Development Plan submissions into actionable insights for senior leadership to drive workplace changes• Analyzed health systems data to predict impact of COVID-19 on future cash flow; visualized and presented projections for 10+ different pandemic scenarios to clients, customized for their member base Show less

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  Chicago Trading Company

  Jun 2022 - Aug 2022

  Quantitative Trading Analyst Intern
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  Chicago Trading Company

  Feb 2023 - now

  • Trader

    Apr 2024 - now

  • Quantitative Trading Analyst

    Feb 2023 - Apr 2024