Joonas Bergman

Intern at Mediobanca Premier, a wealth management firm, based in Milan.

Designed a client onboarding process from scratch and guided 15 clients through it. Automated workflows with Python scripts, leading to 10+ hours of recurring time-savings for leadership and operations.

Recruited a co-founder with a complementary skill set from a large pool of candidates. Automated outreach using a modern AI-based tech-stack to build a 30+ client pipeline and onboard 10+ beta customers.

Supported leadership in a post-acquisition integration, taking ownership of the acquired company's finances.

Mapped marketing teams' daily workflows and identified 10 efficiency opportunities. Implemented an AI solution that reduced marketers' research time by 4 hours per month.

Contributed to the execution of 8 live transactions. Created client pitch presentations and company presentations for business development.

Contributed to financial modelling, valuation and transaction structuring for multiple acquisitions. Analysed industries and companies for clients and for Summa's marketing pitches.

Improved the lead-tracking system, consolidated accounts and analysed past and projected revenue development.

Analysed monthly net working capital changes over one- and two-year periods for a portfolio company. Participated in due diligence for the acquisition of a platform company.

Activities and societies: Entrepreneurship module at HSG Asia Institute, Singapore; volunteer project in Cambodia; exchange semester at University of Bologna, Italy.

Pursuing a Master of Arts in Strategy and International Management, including an entrepreneurship module in Singapore and an exchange semester in Italy.

Activities and societies: Exchange semester at Nova School of Business and Economics, Portugal.

Completed a Bachelor of Science in Business Administration with a specialisation in Marketing, including an exchange semester in Portugal.