Lukas Wagner

Investment Analyst at Liquid Gold Investments
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
DE

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • 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

    • 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

    • 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

    • 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

    • 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
    2022 - 2023
  • Maastricht University School of Business and Economics
    Bachelor's degree, Internationale Geschäfte
    2018 - 2021

Community

You need to have a working account to view this content. Click here to join now