Experience

Autonomous Research

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Equity Research Associate

  • Jun 2022 - Present

  Sell-side equity research at Autonomous Team: Spanish and Italian Banks Sell-side equity research at Autonomous Team: Spanish and Italian Banks



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Investment Management Off-Cycle Intern

  • Apr 2021 - Mar 2022

  Two 6-month internships, one in ESG research and one in Investment Research, working with PMs in International Equity (IE) team. MSIM's IE team is an investment boutique with >$60bn AuM that invests in high-quality companies selected using bottom-up fundamental analysis. Produced ESG research about biodiversity, and the relation between gender diversity and return on capital data. Computed the decarbonization rate and SDG alignment on a portfolio and company level. Built financial models including forecasts and valuations for European and U.S. listed stocks in various industries. Wrote and presented investment research notes analyzing the quality of these businesses, providing an assessment of their operating outlook and making an investment recommendation. Show less



Banco BPI

• Banking
• 700 & Above Employee

• Credit Risk Analyst

  • Jan 2020 - Mar 2021

  Performed the estimation of the loss-given-default (LGD) parameter of the Car Loan segment in the scope of IFRS 9 regulation.Created the guidelines on the construction of the necessary data set to the yearly IFRS 9 exercise of estimating the LGD parameter of the Car Loan segment.

• Project Consultant - Master's Thesis

  • Sep 2019 - Jan 2020

  Consulting project on the topic of "ESG Criteria Integration in Investment Management" jointly developed by a team of six finance students as part of the Master's Thesis. [Final Grade: 19/20].Elaborated an individual research paper on ESG incorporation on Emerging Markets investments, focusing on ESG strategies using scoring methods and in fundamental analysis.Developed a case-study covering the impact of ESG factors on the business model of a Brazilian energy firm.

• Summer Analyst, BPI Africa (BPI AM)

  • Jul 2019 - Aug 2019

  - Developed investment cases resuming the investment rationale of the top 10 holding positions of the €20 Million AuM fund. - One-month experience in a long-only African equities fund characterized by a deep in-house fundamental analysis and local knowledge of the companies, having a stock picking and bottom-up investment philosophy.



Steam - Smart Business Services

• Portugal
• Business Consulting and Services
• 1 - 100 Employee

• Business Intern, Consultancy

  • Jul 2018 - Aug 2018

  - Performed all administrative processing – post, telephone, invoices issuance – using the business software, Primavera. - Assisted in consultancy services, mainly in the real estate business. - Performed all administrative processing – post, telephone, invoices issuance – using the business software, Primavera. - Assisted in consultancy services, mainly in the real estate business.



Agroop

• Portugal
• IT Services and IT Consulting
• 1 - 100 Employee

• Success Crowdfunding Manager

  • Mar 2017 - Sep 2017

  Agroop is a portuguese agritech startup developing a big data analytics platform for the farming sector. They just finished their third round of investment in Seedrs platform. For more information: https://www.seedrs.com/agroop2 - With a crowdfunding target of 200.000€, the startup was able to fund 525.000€, achieving 262.50% of overfunding. - Established more than 300 contacts (97 accepted, 20 demonstrated interest, 4 invested 50k in total), majority of them on Linkedin. Agroop is a portuguese agritech startup developing a big data analytics platform for the farming sector. They just finished their third round of investment in Seedrs platform. For more information: https://www.seedrs.com/agroop2 - With a crowdfunding target of 200.000€, the startup was able to fund 525.000€, achieving 262.50% of overfunding. - Established more than 300 contacts (97 accepted, 20 demonstrated interest, 4 invested 50k in total), majority of them on Linkedin.



NOVO BANCO

• Portugal
• Banking
• 700 & Above Employee

• Summer Intern, Retail Banking

  • Jul 2017 - Aug 2017

  - One-month experience in the retail banking area managing dealing daily customers banking accounts - Executed personalized customer campaigns as encouraging the use of mobile application by telephone (20 to 30 made every day), which contributed for the accomplishment of monthly goals within Beja’s branch. - One-month experience in the retail banking area managing dealing daily customers banking accounts - Executed personalized customer campaigns as encouraging the use of mobile application by telephone (20 to 30 made every day), which contributed for the accomplishment of monthly goals within Beja’s branch.



Banco Montepio

• Portugal
• Banking
• 700 & Above Employee

• Intern, Strategic Planning Control and Accounting Department

  • Apr 2017 - May 2017

  - Proposed by the director of Human Resources of Montepio, it was an opportunity of learning, with a in loco experience, how banks build their financial reports, applying theoretical concepts learned at Nova SBE into the real world. - Learned the constant progress in regulations made by both national and European regulators, mainly, after the global crisis of 07-08 (for instance Basel II and III). - Proposed by the director of Human Resources of Montepio, it was an opportunity of learning, with a in loco experience, how banks build their financial reports, applying theoretical concepts learned at Nova SBE into the real world. - Learned the constant progress in regulations made by both national and European regulators, mainly, after the global crisis of 07-08 (for instance Basel II and III).



KCC footwear

• Beja

• Shoes Seller

  • Jul 2016 - Aug 2016

  - The sales target was obtaining 1000€ per day, which would represent on average 15 pairs of shoes sold every day. - Responsibility of dealing with every tourist in the shop. - The sales target was obtaining 1000€ per day, which would represent on average 15 pairs of shoes sold every day. - Responsibility of dealing with every tourist in the shop.