Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Timeline
Generic

Dominic Stock

Cologne

Summary

Finance professional with expertise in securities processing, investment management, and portfolio analysis. Skilled in trade settlement, booking accuracy, and securities delivery. Strong analytical skills with exposure to SQL and data-driven financial processes. Starting a Master’s in Economics (Finance) at the University of Cologne (Oct 2025). Seeking a 3–5 month internship or job opportunity in wealth management, investment research, or trading from May/June 2025.

Overview

4
4
years of professional experience

Work History

Securities Specialist

Inasys
01.2025 - Current
  • Ensuring accurate booking and delivery of stocks in alignment with system and market requirements.
  • Gaining insights into SQL database queries for transaction tracking and reconciliation.
  • Assisting in trade settlements and support operational efficiency in securities processing.

Investment & Wealth Management Advisor

Stadtsparkasse Lengerich
09.2021 - 12.2024
  • Managed a portfolio of high-net-worth clients, specializing in investment funds, equities, and fixed-income securities.
  • Conducted client meetings to review, develop and update clients' financial goals.
  • Highlighted progress and established new goals by performing portfolio reviews for over 1.000 clients.
  • Led the distribution strategy for DEKA investment funds and trained colleagues on key investment insights.

Client Service Advisor

Kreissparkasse Halle Westf.
01.2021 - 08.2021
  • Maintained comprehensive knowledge of company policies, procedures, and offerings in order to effectively address client needs.
  • Conducted regular follow-up with clients to ensure ongoing satisfaction with products and services, addressing any concerns or needs in a timely manner.
  • Enhanced customer satisfaction by consistently providing timely and accurate information on products and services.

Education

Bachelor of Arts - Banking & Sales

Hochschule Für Finanzwirtschaft & Management
Bonn
08-2022

Business Economist -

Sparkassenakademie Dortmund
Dortmund
07-2021

Bank Clerk -

Vocational School
Gütersloh
01-2021

A Levels - Business Studies, Psychology, Physical Education

Huntington School
York, England
05-2016

Skills

  • Investment Analysis
  • Portfolio Analysis
  • Asset Allocation
  • Risk Management
  • SQL & Financial Data Analysis
  • Financial Modelling & Excel
  • Wealth Management

Hobbies

As a DFB-licensed referee for over ten years, I have developed strong decision-making skills, resilience under pressure, and clear communication—all crucial in the financial industry. Managing high-stakes situations on the field has enhanced my analytical thinking, fairness, and leadership, which translate well into securities processing, investment research, and client advisory. Refereeing has also strengthened my ability to stay composed in fast-paced environments, ensuring precision and efficiency—key qualities in wealth management and finance.

Languages

English
Advanced (C1)
French
Elementary (A2)
German
Bilingual or Proficient (C2)

Timeline

Securities Specialist

Inasys
01.2025 - Current

Investment & Wealth Management Advisor

Stadtsparkasse Lengerich
09.2021 - 12.2024

Client Service Advisor

Kreissparkasse Halle Westf.
01.2021 - 08.2021

Bachelor of Arts - Banking & Sales

Hochschule Für Finanzwirtschaft & Management

Business Economist -

Sparkassenakademie Dortmund

Bank Clerk -

Vocational School

A Levels - Business Studies, Psychology, Physical Education

Huntington School

Similar Profiles

CREATE PROFILE
Dominic Stock