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Niklas Loitz, a seasoned finance professional, has established a strong presence in the industry. With a solid educational foundation in finance and international business, Niklas has developed a unique blend of skills, including leadership, financial modeling, and customer service. His experience spans multiple roles, including Associate Credit & Insurance Linked Investments at PGGM Investments, where he successfully structured over €2 billion in credit risk sharing transactions.

Experience

    • Investment Management
    • 400 - 500 Employee
    • Associate Credit & Insurance Linked Investments
      • Jan 2022 - Present

      - Structured 10+ Credit Risk Sharing/SRT transactions with a realised investment volume in excess of € 2 billion- Built a variety of analyses related to (portfolio) credit loss modeling- Led due diligence interviews with global banks in Europe and North America, covering the entire loan life cycle- Led IC discussions, prepared investment proposals, and managed internal deal team processes- Experienced in the legal review of key transaction documents- Conducted initial deal screening, one of which resulted in the successful execution of a transaction- Deal and portfolio monitoring + key operational topics- ESG analysis

    • Analyst Credit & Insurance Linked Investments
      • Feb 2021 - Dec 2021

    • Internship
      • May 2014 - Jun 2014
      • Delmenhorst

      - Gained insight into the functioning of a regional bank and its business units Personal, Private, and Commercial Banking- Learned about communication within the firm and to its clients- Encouraged me to pursue a finance-related career

  • Commonwealth Foreign Exchange
    • San Francisco, California
    • Assistant to the Vice President/Director of Trading Operations
      • Sep 2013 - Dec 2013
      • San Francisco, California

      - Assisted in managing corporate clients' accounts and the respective hedging strategies- Processed customer transactions and employee compensation- Identified potential new customers to help the firm expand its business

  • PwC
    • Oldenburg Area, Germany
    • Internship
      • Jul 2012 - Aug 2012
      • Oldenburg Area, Germany

      - Assisted in the audit of two regional companies, following IFRS and local HGB rules- Assessed balance confirmations of debtors and creditors- Helped testing the functioning of internal control systems- Learned about the documentation in PwC's internal audit software

Education

  • 2018 - 2019
    Rotterdam School of Management, Erasmus University
    MSc. Finance & Investments Advanced
  • 2014 - 2017
    Maastricht University School of Business and Economics
    Bachelor's Degree, International Business
  • 2016 - 2016
    National University of Singapore
    Bachelor’s Degree, Exchange Semester
  • 2005 - 2013
    Gymnasium Bad Zwischenahn-Edewecht
    Abitur, General Studies

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Industry Focus. “Investment Management”

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