Filip Söderström
Stockholm
Summary
A positive, analytical, and driven person with a passion for deal making and team work.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Financial advisor
Fair Investments
Stockholm, Sweden
05.2025 - Current
- Advise clients on comprehensive investment and financial planning strategies.
- Analyze and manage client portfolios, adjusting asset allocations to align with goals.
- Cultivate strong client relationships through proactive communication and personalized guidance.
Fixed Income & Equity Sales
Vinga Securities
Stockholm
01.2023 - 04.2025
- Responsible for sales of Nordic fixed income and equity products, specifically, Corporate Bonds, Common Shares, Preference Shares and Pre-Ipo´s
- Sales to institutional investors and HNWI
- Liasing and building long-term relationships with clients by providing investment advice, including market information and portfolio management
- Execution of Bond and Equity transactions
- Beat sales quota for my 2 years
- Vinga is an independent Nordic investment bank with a leading position in corporate bonds and fixed-income instruments within the EUR 20-200m segment.
- Achievements/Tasks
Business Analyst Intern
OneMed
Stockholm
05.2021 - 07.2021
- Conduct market research within EMEA
- Create a strategy to effectively penetrate new markets
- Swedish Medtech Firm.
- Achievements/Tasks
Education
Bachelor of Business Administration -
East Texas Baptist University
Dallas, Texas 01.2019 - 12.2022
Skills
- Analysis
- Deal making
- Research
- Team Work
- Problem solving
Certification
- Certified-Test desktop pro Access, Excel, Powerpoint, Word
- SwedSec Finansiell Rådgivare (05/2023 - Present)
LANGUAGES
Swedish Full Professional Proficiency
English Full Professional Proficiency
Accomplishments
- Presidents list (3.75 GPA and Above) (01/2019 - 05/2021)
- Dean´s List (3.5-3.75 GPA) (09/2022 - 12/2022)
References
References available upon request.
Timeline
Financial advisor
Fair Investments
05.2025 - Current
Fixed Income & Equity Sales
Vinga Securities
01.2023 - 04.2025
Business Analyst Intern
OneMed
05.2021 - 07.2021
Bachelor of Business Administration -
East Texas Baptist University
01.2019 - 12.2022