David S.

Deutsche Bank Graduate

Deutsche Bank

Jun 2025 - Present • 1 yr 1 mo

Completed a selective graduate program with full rotations across the COO Office, Discretionary Portfolio Management (DPM), and Investment Management teams. Managed institutional workflows and supported high-net-worth client strategies. COO Office: Acted as project lead coordinating over 10 cross-border stakeholders to streamline international business operations. Discretionary Portfolio Management: Executed over 40 trades, contributed directly to 10+ comprehensive client portfolio reviews, and authored professional market commentary and presentation materials for the DB Swiss Equities fund. Investment Management: Conducted deep-dive equity research and valuation on over 20 listed companies, while managing active market execution by executing roughly 3 trades daily.

Asset Management and Private Equity Intern

Private Equity International • Full-time

Mar 2024 - Feb 2025 • 11 mos

04/2024 - 07/2024 Private Equity Intern in Investment Team at Aurelius Group Supported investment professionals and deal teams in evaluating growth-stage acquisitions and mid-market corporate carve-outs. Financial Modeling: Developed and updated Leveraged Buyout (LBO) models for over 10 live project valuations to assess target IRR and debt capacity. Target Screening & Strategy: Conducted rigorous market mapping and commercial analysis to identify expansion opportunities and actionable acquisition targets. Competitor Benchmarking: Evaluated investment potential by tracking and comparing cross-industry KPIs, operational metrics, and valuation multiples. Deal Documentation: Prepared concise summaries of Investment Memorandums, synthesizing complex financial highlights and strategic risks for Managing Directors and Partners. 09/2025-03/2025 Asset Management Intern at ODDO BHF Provided analytical and technical support to the Fixed Income Portfolio Management and Institutional Sales teams. Market & Credit Research: Utilized Bloomberg and Markit terminals to conduct intensive market research, directly supporting the portfolio managers' buy/sell investment decisions. Workflow Automation: Programmed and implemented Excel VBA macros to automate recurring presentation updates, removing manual errors and reducing team preparation time by 5 hours per update. Fund Analytics: Delivered detailed Morningstar benchmark and competitive analyses to the Sales Team to support institutional client retention and fund pitching. Fixed Income Analysis: Performed yield and sensitivity analysis to model how specific bond portfolio returns would shift under various interest rate fluctuations.

Deal Advisory Intern

KPMG • Full-time

Apr 2023 - Jul 2023 • 3 mos

Worked closely with M&A deal teams on transaction services, financial analysis, and corporate finance mandates. Financial Due Diligence: Contributed to 1 buy-side and 2 sell-side financial due diligence processes, evaluating historical earnings quality, net debt components, and working capital trends. Data Modeling & Reconciliation: Built structured Excel models to map accounts and reconcile financial statements across multiple corporate subsidiaries, streamlining the analysis of target companies. Pitch Material: Drafted high-impact one-pagers and financial summaries for M&A investment pitch decks used in live client presentations.