Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ignacio de Sopeña Lorente

Ignacio de Sopeña Lorente

Madrid

Summary

Dedicated and forward-thinking professional with a deep-rooted passion for wealth management and investment advisory. Proficient in financial analysis, portfolio management, and market research. Strong focus on creating personalized investment solutions for clients. Thrives in fast-paced environments, utilizing analytical and strategic abilities to enhance wealth preservation and growth. Eager to contribute expertise in asset allocation, client relationship management, and investment strategies at a top-tier financial institution.

Overview

7
7
years of professional experience

Work History

Internship

Deutsche Bank
01.2025 - 06.2025
  • Internship at Deutsche Bank Wealth Management in the Lending team. Worked on credit operations for corporations and individuals for financial and real estate investment. Designing tailored solutions to meet clients' liquidity needs. Responsibilities included analyzing guarantees and client solvency, asset pledging, and transaction execution.

Internship

Talento y Vision
10.2024 - 12.2024
  • Internship in “Talento y Vision”. In consulting projects of performance indicator models for leading companies in the service sector.

Internship

Cicapital A.V. Wealth Management
10.2023 - 12.2023
  • Internship at “Cicapital A.V. Wealth Management” from Oct-Dec 2023. Support to the investment team in portfolio management and to the control and compliance team.

Internship

Incus Capital
07.2023 - 07.2023
  • Internship at “Incus Capital” (Private Equity) in July 2023. Support in analysis of investment projects in the fields of Real Estate, Renewable Energy and Private debt and development of reports and market research especially in the field of RE (self-storage and residential). Support to the Investors relations team in the creation of CRM of investors.

Basketball Coach

Club Estudiantes
01.2018 - 01.2022
  • Basketball Coach at Club Estudiantes (2018 - 2022)

Education

Graduate - Business Administration and Management

CUNEF
Madrid, Spain
06.2024

Master - Data Science

CUNEF (Colegio Universitario De Estudios Financieros)
MADRID
01.2025

Skills

  • Microsoft advanced level
  • Programming skills in Phyton, SQL, Qlick View and Rstudio

Languages

Spanish. Native
English. Advanced Level C1. Stays in the United States several summers to improve English and improve basketball level.

Timeline

Internship

Deutsche Bank
01.2025 - 06.2025

Internship

Talento y Vision
10.2024 - 12.2024

Internship

Cicapital A.V. Wealth Management
10.2023 - 12.2023

Internship

Incus Capital
07.2023 - 07.2023

Basketball Coach

Club Estudiantes
01.2018 - 01.2022

Graduate - Business Administration and Management

CUNEF

Master - Data Science

CUNEF (Colegio Universitario De Estudios Financieros)

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Ignacio de Sopeña Lorente