Lukas Fives
Tampa
Summary
Results-oriented Financial Analyst with a proven track record in addressing institutional investment needs and delivering tailored solutions aligned with long-term financial objectives. Expertise in engaging with clients and prospects, leveraging strong communication skills to foster relationships and drive investment success. A solid foundation in finance and investment reporting enhances the ability to analyze market trends and provide strategic insights. Committed to achieving excellence in financial performance and client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Asset Management Analyst
PNC Bank
08.2024 - Current
- Conducted portfolio analysis and performance attribution for institutional clients, ensuring alignment with investment objectives.
- Partnered with Investment Advisors to provide portfolio insights, performance data, and customized investment solutions for institutional clients.
- Supported Business Development Officers by preparing detailed proposals, RFP responses, and marketing materials to secure new mandates.
- Delivered timely analytical support and reporting to assist advisors in client meetings and strategic planning.
- Acted as a client & prospect-facing representative, delivering clear and professional communication during onboarding and due diligence processes.
Institutional Asset Management Intern
PNC Bank
05.2023 - 08.2023
- Develop a knowledge and understanding of the asset management sector of PNC, including portfolio management, OCIO solutions, risk management, and retirement plan solutions.
- Assisted Business Development officers and Investment Advisors through their day-to-day tasks.
- Provide excellent customer service to PNC clients and assist in reaching their investment goals.
Corporate Service Intern
Scranton Wilkes-Barre RailRiders
06.2022 - 08.2022
- Assist the corporate partnership Sr. Director/ manager in their day-to-day account management.
- Review and comprehend partnership contracts, as well as learn to fulfill partner needs and strategy.
- Create game day check list of partners assets to assist the entertainment director with duties including the execution of in game experiences, promotions, and assisting with partnership activations.
- Create and maintain various tracking systems for partnership contracts, such as digital signage, video boards, print ads, social posts, etc.
- Provide excellent customer service to the RailRiders partners and fan base.
Event Management Intern
Dick’s Sporting Goods Open
05.2021 - 07.2021
- Assisted Operations Manager with plans for security, hospitality areas, spectator venues, media center, parking lots and vendor compounds.
- Oversaw the operation of the tournaments Volunteer Party, 5k Race, & Family Movie Night by executing each event in an efficient and timely manner.
- Assisted in sponsorship fulfillment by overseeing 400 sponsorship contracts making sure that any signage, hospitality, or onsite activation was met to the needs of the client.
- Supported staff, PGA TOUR Champions officials, and volunteers with the physical preparation of the golf course, and on/off-site tournament events.
Pro Shop/ Bagroom Staff
Elkview Country Club
05.2017 - 08.2021
- Maintained club property such as pro shop, driving range, golf carts, as well as members’ golf clubs and other personal property.
- Engaged with club members and ensured their golf related needs are met.
- Worked closely with other staff members, as well as club professionals to create a positive atmosphere.
Education
Bachelor's Degree - Economics
Syracuse University
Syracuse, NYSkills
- Corporate finance
- Client Service
- Microsoft Office
- Performance benchmarking
- Collaboration
- Creative Problem Solving
- Attention to Detail
- Time Management
Certification
- CFA Institute Investment Foundations Program
Timeline
Asset Management Analyst
PNC Bank
08.2024 - Current
Institutional Asset Management Intern
PNC Bank
05.2023 - 08.2023
Corporate Service Intern
Scranton Wilkes-Barre RailRiders
06.2022 - 08.2022
Event Management Intern
Dick’s Sporting Goods Open
05.2021 - 07.2021
Pro Shop/ Bagroom Staff
Elkview Country Club
05.2017 - 08.2021
Bachelor's Degree - Economics
Syracuse University