Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

Luciano Swan

Sandys

Summary

Good Morning to whom it may concern,


My name is Luciano Swan and below you will find a summary about myself and my professional acumen,


I believe I am someone who is offering solid understanding of financial markets and exceptional analytical skills, eager to learn and develop in fast-paced environment. I bring the ability to quickly absorb complex financial concepts and apply them effectively to real-world scenarios, while also being ready to use and develop skills in financial analysis and data interpretation in the proposed Junior Portfolio Manager role. In my previous roles working with Clarien Investments Limited I have developed strong financial analysis and data interpretation skills within high-pressure investment banking environment.


I have proven the ability to manage complex projects and deliver actionable insights under tight deadlines. I believe I am developing into an Investment professional with solid foundation in financial analysis and transaction support. I am known for effectively collaborating with team members and adapting to evolving market conditions and I will be able to bring analytical precision and strong communication capabilities to achieve impactful outcomes.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Investment Banking Intern

Clarien Bank Limited
05.2025 - 09.2025
  • Maintained knowledge of new investment products and assisted in developing sales strategies
  • Developed proficiency in using Bloomberg Terminal for research purposes, increasing efficiency when gathering data for client projects.
  • Delivered high-quality client service by responding to inquiries and providing account updates
  • Collaborated with team members to resolve complex client inquiries, fostering a supportive work environment
  • Conducted routine account reviews, identifying discrepancies and ensuring accuracy in financial reporting
  • Conducted market research to support senior analysts in identifying potential investment opportunities
  • Conducted comprehensive financial statement analysis for prospective investments, identifying key drivers of growth or risk factors impacting valuations.

Personal Banking Intern

Clarien Bank Limited
12.2024 - 01.2025
  • Supported onboarding processes for new clients, fostering a welcoming environment and smooth transitions
  • Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
  • Supported team in completing daily operational tasks and ensuring compliance with banking regulations.
  • Collaborated with senior staff to streamline workflow processes for improved efficiency.

PwC Intern

PwC
06.2024 - 08.2024
  • Assisted in conducting financial audits, ensuring compliance with internal policies and regulations
  • Supported audit team in data collection and analysis to identify discrepancies and improve accuracy
  • Coordinated documentation for audit processes, enhancing organizational efficiency during reviews
  • Participated in risk assessment procedures to evaluate operational effectiveness and areas for improvement
  • Engaged in continuous learning of auditing standards and best practices, adapting quickly to new tasks
  • Developed proficiency in audit software tools, facilitating efficient data management throughout assignments
  • Maintained open lines of communication with both clients and team members to ensure timely completion of assigned tasks and resolution of any concerns that arose during audits

Education

Bachelor of Science - Accounting And Finance

Middlesex University
London, United Kingdom
06-2025

Skills

  • Microsoft Excel proficiency
  • Client management
  • Comparable company analysis
  • Confidentiality handling
  • Business profiling
  • Analytical mindset
  • Qualitative analysis

Certification

CFA Candidate Level 1 - Exam November

Timeline

Investment Banking Intern

Clarien Bank Limited
05.2025 - 09.2025

Personal Banking Intern

Clarien Bank Limited
12.2024 - 01.2025

PwC Intern

PwC
06.2024 - 08.2024

Bachelor of Science - Accounting And Finance

Middlesex University
Luciano Swan