Sergio Palhais
Analista financeiro at Banco Invest- Claim this Profile
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Bio
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Experience
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Banco Invest
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Portugal
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Capital Markets
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1 - 100 Employee
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Analista financeiro
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Feb 2023 - Present
• As a Financial Market Analyst, I have been responsible for providing accurate and insightful analysis of financial markets, supporting clients in making informed investment decisions. • Some of my responsibilities include, perform research and analysis of financial markets, including stocks, bonds, currencies, and commodities. Monitor market trends, economic indicators, and company performance to identify investment opportunities and risks. • Monitor portfolio performance, track investment outcomes, and make recommendations for adjustments based on changing market conditions and if required place clients market orders. Show less
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Banco Montepio
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Portugal
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Banking
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700 & Above Employee
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Controlador financeiro
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Nov 2018 - Feb 2023
• Working in the strategy, budget and control department of a bank requires fast and rigorous data management, confidentiality, reliability, critical thinking, and constant willing to find new solutions to improve the business. • My work starts with creation, forecast and analysis of budgets and financial reports with support of spreadsheets and other software. The goal is to give through extensive analysis, communication and negotiation support on how to proper allocate costs to categories, business areas, and projects, last but not least Its my role to supervise the costs, measuring objectives and deviations through KPIs in order to make them the most efficient. Show less
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Portugal on Holidays
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Leisure, Travel & Tourism
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1 - 100 Employee
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Recepcionista
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Aug 2018 - Sep 2022
Hotel Alecrim ao Chiado Hotel Alecrim ao Chiado
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Randstad
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France
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Human Resources Services
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Supervisor
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Jun 2017 - Sep 2022
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Leroy Merlin
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France
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Retail
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700 & Above Employee
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Vendedor
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Mar 2017 - Dec 2017
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Worten Portugal
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Portugal
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Computers and Electronics Manufacturing
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700 & Above Employee
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Vendedor
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Feb 2016 - Dec 2016
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Education
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ISEG - Lisbon School of Economics & Management
Mestrado, Gestão e Estratégia Industial -
ISEG - Lisbon School of Economics & Management
Licentiate degree, Gestão