Lukas Wagner
Investment Analyst at Liquid Gold Investments- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Liquid Gold Investments
-
Investment Banking
-
1 - 100 Employee
-
Investment Analyst
-
Nov 2022 - Present
• Competing in the B&R Beurs Investment Competition • Leading the Healthcare and Utilities & Energy Team of 6 students, with a focus on deep value stock picks • Competing in the B&R Beurs Investment Competition • Leading the Healthcare and Utilities & Energy Team of 6 students, with a focus on deep value stock picks
-
-
-
KPMG Deutschland
-
Germany
-
Business Consulting and Services
-
700 & Above Employee
-
Intern, Management Consulting Financial Services - Asset Management
-
Mar 2022 - Jul 2022
• Preparation of two weekly reports to track project progress and external communication • Support in the development of a workflow tool to improve internal communication • Project work - process analysis and optimisation of a capital management company o Support in the preparation and implementation of client meetings o Analysis of various back-office processes in a total of 7 teams and benchmarking these processes against KPMG expected value and a peer group of market participants • Preparation of two weekly reports to track project progress and external communication • Support in the development of a workflow tool to improve internal communication • Project work - process analysis and optimisation of a capital management company o Support in the preparation and implementation of client meetings o Analysis of various back-office processes in a total of 7 teams and benchmarking these processes against KPMG expected value and a peer group of market participants
-
-
-
Deutsche Apotheker- und Ärztebank - apoBank
-
Germany
-
Banking
-
700 & Above Employee
-
Intern, Wealth Management - Asset Management
-
Sep 2021 - Nov 2021
• Independent investment analysis of two new positions for the core equity portfolio • Assisting in various reporting tasks including Pre-Trade checks and suitability declarations for new trades and optimizing the process of generating the reports using Excel VBA • Communication with the Sales team by preparing performance analyses and comparisons of competitor products and portfolios • Independent investment analysis of two new positions for the core equity portfolio • Assisting in various reporting tasks including Pre-Trade checks and suitability declarations for new trades and optimizing the process of generating the reports using Excel VBA • Communication with the Sales team by preparing performance analyses and comparisons of competitor products and portfolios
-
-
-
Eurex
-
Germany
-
Financial Services
-
200 - 300 Employee
-
Intern, Market Structure & Regulation
-
Mar 2021 - Jul 2021
• Preparation of an overview of the content of the Alternative Investment Fund Managers Directive (AIFMD) in light of the ongoing consultation for the AIFMD II, including a final presentation of the results to my team • Supported a market structure trend analysis of the derivatives and trading industry, with the aim of assessing the consequences of these trends for Eurex as an organisation, as a trading venue and for the rules and regulations of Eurex • Preparation of an overview of the content of the Alternative Investment Fund Managers Directive (AIFMD) in light of the ongoing consultation for the AIFMD II, including a final presentation of the results to my team • Supported a market structure trend analysis of the derivatives and trading industry, with the aim of assessing the consequences of these trends for Eurex as an organisation, as a trading venue and for the rules and regulations of Eurex
-
-
-
tecis Finanzdienstleistungen AG
-
Germany
-
Financial Services
-
700 & Above Employee
-
Intern, Investment Consulting
-
Aug 2020 - Mar 2021
-
-
Education
-
Rotterdam School of Management, Erasmus University
Master of Science - MS, Finance & Investment -
Maastricht University School of Business and Economics
Bachelor's degree, Internationale Geschäfte