Benjamin Volchok

About

I am an aspiring corporate finance and accounting major at Bentley University with a strong passion for finance, business, and technology. Through my professional and academic experiences, I have developed skills in financial analysis, equity research, client relations, communication, social media marketing, sales, and financial software such as Bloomberg Terminal and FactSet. I am actively seeking opportunities to further my experience in the finance industry and look forward to learning and growing through future opportunities.

Experience

• Director of Fund · TAMID Group2025-04-01 –

  • As the Director of Fund, I lead the sector in conducting equity research, building valuation models, and developing investment strategies. I oversee all ongoing projects, provide guidance to analysts, and ensure the quality and integrity of our pitches as we compete in TAMID’s national stock pitch competitions. • Through my previous efforts in fund, I sharpened my skills in financial modeling, market analysis, critical thinking, and leadership—skills I now help develop in new analysts. • In this role, I’m also responsible for maintaining the Bentley chapter’s reputation by fostering a high standard of performance and coordinating directly with TAMID’s national fund director.

• Fund Analyst · TAMID Group2024-10-01 – 2025-04-01

  • As an analyst for the Fund sector of TAMID, I collaborated with a small team in which I conducted thorough equity research, created detailed DCF models, and formulated investment theses to reveal worthy investments, gaining insights into financial analysis and market trends. • Throughout the 24-25 academic year, the fund team and I pitched Trip.Com (TCOM) & Elbit Systems (ELST) to the official TAMID group in a semi-annual national competition for the opportunity to change their investment portfolio, showcasing innovative strategies, comprehensive market analysis, strategic growth opportunities, and communication skills.

• New Member Education · TAMID Group2024-09-01 – 2024-10-01

  • Upon my acceptance into the TAMID Group at Bentley, I underwent an extensive two-month new member education program designed to immerse new members in the club and aid them in their decision of which sector to join (Consulting or Investing). • Throughout the education process, I connected with Israel’s entrepreneurial ecosystem through a comprehensive program in which I created detailed Porter’s 5 Forces and SWOT analyses as part of a consulting practice, gaining valuable insights into market dynamics and strategic planning. • This experience culminated in a presentation to the entire club in which I shared my mock consulting case on Israeli startup "Clarifruit"as well as the invaluable information I learned along the way.

• Member: Consumer Sector · Bentley Investment Group2024-09-01 –

  • Collaborated with a dedicated team in the consumer sector, where I aided in the process of determining which companies should be pitched to PMs through thorough research, analysis, and providing constructive criticism with ways for the analysts to improve their pitches.

• Member: General Body · Bentley Investment Group2024-09-01 –

  • Member of one of the largest student-run investment portfolios in the US, where I collaborated with upperclassmen to manage a $1.4 million portfolio by aiding Portfolio Managers (PMs) in the decision-making process regarding which companies should be added to the portfolio, ensuring a well-balanced and diversified investment strategy, through utilizing a democratic decision-making system.

• Delivery Driver · Instacart, Grubhub, DoorDash, Uber Eats2024-09-01 –

  • Managed multiple delivery apps simultaneously to maximize profits and increase order availability during low-demand periods. • Successfully completed over 300 deliveries within strict time requirements, consistently earning positive customer feedback by leveraging exceptional time management and multitasking skills, which enhanced performance and improved the customer experience.

• Clerical Associate · Winchester Hospital2022-06-01 – 2024-06-01

  • Streamlined and organized daily operations by optimizing provider schedules, uploading patient medical records to EPIC, faxing and mailing various documents while adhering to HIPAA guidelines, fostering welcoming over-the-phone interactions, assisting patients in navigating the office, and collaborating with other staff to optimize workflow processes and improve general patient satisfaction. • Delivered customer service by upholding welcoming, over-the-phone interactions, communicating clearly and effectively, and consistently following up with patients on the appointment waitlist in order to ensure satisfaction and resolve potential concerns.

• Co-Founder · Plug.of.ma2019-02-01 – 2024-01-01

  • Co-founded and managed an Instagram account, Plug.of.ma, reselling shoes, streetwear, and other sold-out products, generating $50,000+ in revenue and growing to 5,800 followers with over 300 customers across the United States and various other countries. • Attended sneaker conventions as a vendor, selling products in a physical environment, practicing live face-to-face negotiation. • Utilized Excel to track inventory, sales, and ROI while gaining expertise in negotiation, supply & demand, and shipping logistics.

• Busser · Lucia Ristorante2021-08-01 – 2021-10-01

  Cleaned and set tables, refilled various products, including water, cheese, olive oil, etc., greeted guests, served them water and bread, and helped them with various questions regarding the restaurant. This job provided me with an insight into the restaurant industry and a fast-paced work environment.

• Grounds Crew · Winchester Youth Baseball Softball2019-07-01 – 2021-07-01

  I worked with WYBS during the 2019 and 2021 state-wide Cal Ripken tournaments. I collaborated with a small group to maintain the two fields and operate the scoreboards. I raked and lined fields, added sand in needed places, covered the fields in tarps when needed, and used a leaf blower.

Education

• Bentley UniversityBachelor of Science - BS, Corporate Finance and Accounting
• Winchester High SchoolHigh School Diploma

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