Experience

BDK Financial Group

• Portugal
• 1 - 100 Employee

• Associate

  • Feb 2021 - Present

• Senior Analyst

  • Nov 2019 - Feb 2021

• Analyst

  • Feb 2019 - Oct 2019



Orey Financial

• Banking

• Research Analyst

  • Oct 2017 - Jan 2019

  • Generated equity trading ideas for the trading desk mainly in US and EU markets • Presented a daily briefing to the trading desk on news impacting financial markets • Prepared monthly presentations for the business committee to assess business performance (leads, commissions, client concentration, retention & more) • Wrote opinion articles on specific topics/companies for various media outlets • Generated equity trading ideas for the trading desk mainly in US and EU markets • Presented a daily briefing to the trading desk on news impacting financial markets • Prepared monthly presentations for the business committee to assess business performance (leads, commissions, client concentration, retention & more) • Wrote opinion articles on specific topics/companies for various media outlets



Brit Insurance

• United Kingdom
• Insurance
• 700 & Above Employee

• Analyst

  • Oct 2016 - Oct 2017

  • Responsible for processing income premium and standardize procedures for necessary analysis and reporting • Coached a team of 2 in India and achieved great learning results, increasing productivity and minimizing errors • Received great feedback from managers on a consistent basis, having been offered two contract extensions • Responsible for processing income premium and standardize procedures for necessary analysis and reporting • Coached a team of 2 in India and achieved great learning results, increasing productivity and minimizing errors • Received great feedback from managers on a consistent basis, having been offered two contract extensions



MNF Gestão de Activos, SGFIM

• Portugal
• Financial Services
• 1 - 100 Employee

• Intern

  • Mar 2015 - Jul 2015

  Worked with a small investment company, assisting the venture capital, real estate and investment fund departments with projects with total worth of around 200m€. Company had the best sharpe ratio of diversified investment funds in Portugal. • Executed trades such as FX, ETFs & Forward contracts directly with investment banks • Developed and updated Excel maps to keep track of funds’ activity • Wrote weekly newsletters to all investors on debt & equity markets • Achieved great feedback from all senior managers, having been offered a permanent contract after 6 months Show less



Sovena Group

• Portugal
• Manufacturing
• 400 - 500 Employee

• Internship - Financial and Marketing Departments

  • Jul 2013 - Aug 2013

  Financial Department: -Registered daily operations such as payments to suppliers, impairment losses, expenditures and bank transfers using SAP. -Created spreadsheets to calculate monthly interests charged by banks; confirmed values on the account trade bill. -Investigated discrepancies between the account trade bill and SAP accounts; corrected occasional errors. -Archived financing contracts arranged by bank and date. Marketing Department: -Visited hypermarkets with Marketing team members to assess promotions, product exposure and pricing strategies. -Prepared a Power Point presentation on Product Image Renewal. -Analyzed consumer groups and the evolution of olive oil prices nationwide for 2012/2013. -Conducted competition research on pricing, product placement, package volume, and share-of-shelf. -Summarized, commented and presented a Nielsen report on Portuguese olive oil producers’ brand-awareness. Show less