Julius Nickelsen, CFA

Julius Nickelsen, CFA

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  • Timeline

  • About me

    MSc in Financial Economics at University of Oxford | Bank of America Equity Research

  • Education

    • University of Oxford

      2022 - 2023
      MSc in Financial Economics Graduated with Distinction

      On the Dean‘s List for outstanding performance in the core courses.

    • Reichman University

      2021 - 2022
      Exchange Student Business Administration
    • Frankfurt School of Finance & Management

      2018 - 2022
      BSc in Business Administration with focus on International Management 1.2 / 92.2%
  • Experience

    • Degroof Petercam

      Jun 2020 - Aug 2020
      Intern Sales Team
    • Allianz Global Investors

      Sept 2020 - Aug 2021
      Working Student Investment Advisory & Multi-Asset Portfolio Management

      - Conducted autonomous analysis on illiquid and liquid strategies - Presented results of the analysis in front of the team and joined meetings with management teams- Created and analyzed peer groups using Morningstar Direct and helped prepare Jours Fixes

    • Schäfer Regensburger Vermögensmanagement

      Oct 2021 - Jan 2022
      Working Student Equity Research

      - Performed independent analysis on companies and liquid strategies using Refinitiv - Administered meetings with portfolio managers of short-listed strategies - Built and automated company scoring and analysis tools utilizing Virtual Basic and Python

    • DWS Group

      Feb 2022 - Jul 2022
      Intern Portfolio Management European Small/Mid Caps at DWS Group

      - Executed independent research companies and sectors for the European Small/Mid-Cap team - Modelled financial statements and assets and conducted the valuation of companies- Pitched resulting investment cases in front of the team- Organized and led calls with companies’ management, IR teams, and analysts

    • Bank of America

      Jul 2023 - now

      Analyst in the Infrastructure & Utilities team

      • Equity Research Analyst

        Jan 2024 - now
      • Off-Cycle Internship Equity Research

        Jul 2023 - Jan 2024
  • Licenses & Certifications

    • Passed CFA Level III

      CFA Institute
      Oct 2025
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Oct 2025
    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2021
      View certificate certificate
    • Passed CFA Level II

      CFA Institute
      Jan 2025
    • GMAT | 760 | Top 1%

      Graduate Management Admission Council™ (GMAC™)
      Jul 2021
    • Passed CFA Level 1

      CFA Institute
      Jul 2022
  • Honors & Awards

    • Awarded to Julius Nickelsen, CFA
      Deutschlandsstipendium - Aug 2020
    • Awarded to Julius Nickelsen, CFA
      Frankfurt School Scholarship - Sep 2018