Lukas Wagner

Experience

• 

  Tecis Finanzdienstleistungen AG

  Aug 2020 - Mar 2021

  Intern, Investment Consulting
• 

  Eurex

  Mar 2021 - Jul 2021

  Intern, Market Structure & Regulation

  • 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

• 

  Deutsche Apotheker- und Ärztebank - apoBank

  Sept 2021 - Nov 2021

  Intern, Wealth Management - Asset Management

  • 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

• 

  KPMG Deutschland

  Mar 2022 - Jul 2022

  Intern, Management Consulting Financial Services - Asset Management

  • 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 companyo Support in the preparation and implementation of client meetingso 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

• 

  Liquid Gold Investments

  Nov 2022 - Jun 2023

  Investment Analyst

  • 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

  Oct 2023 - now

  • Part of the project management at a large institutional asset manager for the preparation of tax returnso Coordination of inquiries from the auditor, as well as communication with the departments• Strategy project at a large German depositaryo Independent preparation & follow-up of two workshops, as well as support in the preparation of a preparation of a decision paper for the Executive Board

  • Senior Associate - Management Consulting Asset Management

    Jan 2025 - now

  • Associate - Management Consulting Asset Management

    Oct 2023 - Dec 2024