Rasmus Iversen, CFA

Rasmus Iversen, CFA

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  • Timeline

  • About me

    Wealth planning, investment management, corporate finance, M&A

  • Education

    • CFA Institute

      2017 - 2019
      CFA

      December 2017 Level 1 ExamJune 2018 Level 2 ExamJune 2019 Level 3 Exam

    • Copenhagen Business School

      2010 - 2012
      Msc Finance & Accounting
    • Aarhus School of Business

      2004 - 2007
      Bachelor of Science Economics and Business Administration
    • Hong Kong University of Science and Technology - School of Business and Management

      2009 - 2009
      Exchange Student Finance & Economics
  • Experience

    • Vestas

      Jan 2008 - Jan 2009
      Support

      Providing support for applicants globally

    • BankInvest

      Jun 2010 - Oct 2011
      Financial Analyst

      Worked with company analysis and valuations with the Frontier Markets team. Focus on telecoms, and African beverage companies

    • Moelis & Company

      Jun 2011 - Aug 2011
      Summer Analyst
    • Department of Economics, Copenhagen Business School

      Jan 2012 - Apr 2012
      Teaching Assistent

      Conducting exercise classes in the course "Macroeconomics" for IB and IBP students at CBS

    • Moelis & Company

      Jul 2012 - Aug 2016

      M&A generalist General M&A with a focus on Nordics and Healthcare

      • Associate

        Jul 2015 - Aug 2016
      • Analyst

        Jul 2012 - Jul 2015
    • BankInvest

      Mar 2017 - Jul 2020
      Portfolio Manager

      Emerging Markets Equities portfolio manager

    • Nordea

      Jan 2021 - Jun 2024
      • Associate Director

        Apr 2021 - Jun 2024
      • Associate

        Jan 2021 - Apr 2021
    • Heimdal Wealth Planning

      Sept 2024 - now
      Founder
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2019