Functional Skills
Benchmarking
Corporate Finance
Cost Reduction
Financial Due Diligence
Financial Modeling
Investment Banking
Investor Relations
M&A Deal Sourcing
M&A Support
M&A Transaction Readiness
Private Equity Investing
Project Management
Real Estate Investing
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Bloomberg
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Financial Services
Real Estate
Languages
English
Portuguese
Spanish
Top Consulting Firms
Experience
Yewtree, Freelance Consulting
Finance
Consultant, Corporate Finance & Strategy
11/2016 - Present
- Lead financial advisor for an Abu Dhabi-based holding company's multi-market fundraising strategy, developing comprehensive investor materials including pitch decks, financial models, and data room preparation
- Strategic review for an international private school in Portugal, including market research, business plan, and financial model development. Designed an operating model to support upcoming investments and guide its management over the next 5 years
- Digital strategy and target operating model for Caribbean Bank: lead principal in a team of 5 consultants; two-stage project led by gap analysis and operating model framework and second stage of, defining key processes & procedures, people & capabilities, and technology.
- Developed financial model and strategy design for Middle Eastern digital bank, covering market sizing and competitive landscape assessment; designed overarching strategy and high-level operating model; co-developed MVP proposition.
- Created a digital strategy and transformation plan for the Middle Eastern Bank, encompassing digital assessment, strategy, and operating model definition.
- Assessed strategy for a Middle Eastern professional football league, co-defining a partnership model between sports rights owner and large regional broadcaster; built a business plan and financial model; engaged key stakeholders for implementation
- Strategic review for an international private school in Portugal, including market research, business plan, and financial model development. Designed an operating model to support upcoming investments and guide its management over the next 5 years
- Digital strategy and target operating model for Caribbean Bank: lead principal in a team of 5 consultants; two-stage project led by gap analysis and operating model framework and second stage of, defining key processes & procedures, people & capabilities, and technology.
- Developed financial model and strategy design for Middle Eastern digital bank, covering market sizing and competitive landscape assessment; designed overarching strategy and high-level operating model; co-developed MVP proposition.
- Created a digital strategy and transformation plan for the Middle Eastern Bank, encompassing digital assessment, strategy, and operating model definition.
- Assessed strategy for a Middle Eastern professional football league, co-defining a partnership model between sports rights owner and large regional broadcaster; built a business plan and financial model; engaged key stakeholders for implementation
LBV Asset Management, Hedge Fund
Finance
Partner & Portfolio Manager
12/2020 - Present
• Performed as portfolio manager of a global equity fund (LBV Panorama) for over three years, with a successful track record.
• Conducted equity research of financial institutions, with oversight of c. 10% of the fund's assets, >80% profitable investment ideas in the last four quarters through fundamental analysis, valuation work, and preparation of investment recommendations.
• Offered investment management by assisting in the hedge fund's investment process, strategic allocation, and risk management policy as first-line support to portfolio managers.
• Created monthly performance reports, client presentations, and internal reporting.
Delivered tool developments for investment idea generation and the compilation of relevant research for portfolio managers and risk reporting.
• Conducted equity research of financial institutions, with oversight of c. 10% of the fund's assets, >80% profitable investment ideas in the last four quarters through fundamental analysis, valuation work, and preparation of investment recommendations.
• Offered investment management by assisting in the hedge fund's investment process, strategic allocation, and risk management policy as first-line support to portfolio managers.
• Created monthly performance reports, client presentations, and internal reporting.
Delivered tool developments for investment idea generation and the compilation of relevant research for portfolio managers and risk reporting.
Oliver Wyman
Management Consulting
Management Consultant
3/2014 - 10/2016
Finance & Risk (F&R) and Retail & Business Banking (RBB) – key mandates:
• 2016 EBA Stress Test Support for one of Europe's largest banks: projection of credit RWAs, loan loss provisions, capital position
• 2015 ECB Comprehensive Assessment for the Greek Banking System – Stress Testing team: quality assurance and submission review
• 2016 PRA (UK Regulator) Solvent Wind Down development for Global Investment Bank in the context of the PRA: projection of trading book wind down, documentation development, and Project Management Office (PMO)
• Risk & compliance mandate for major European provider of risk finance products: benchmarking and review of governance model
• Regulatory program for large Portuguese Bank: assessment and upgrade of capital adequacy capabilities, in the context of a shift to the Single Supervisory Mechanism (SSM)
• Operational efficiency program for one of the largest European banking institutions: complete cost perimeter definition and functional mapping
• 2016 EBA Stress Test Support for one of Europe's largest banks: projection of credit RWAs, loan loss provisions, capital position
• 2015 ECB Comprehensive Assessment for the Greek Banking System – Stress Testing team: quality assurance and submission review
• 2016 PRA (UK Regulator) Solvent Wind Down development for Global Investment Bank in the context of the PRA: projection of trading book wind down, documentation development, and Project Management Office (PMO)
• Risk & compliance mandate for major European provider of risk finance products: benchmarking and review of governance model
• Regulatory program for large Portuguese Bank: assessment and upgrade of capital adequacy capabilities, in the context of a shift to the Single Supervisory Mechanism (SSM)
• Operational efficiency program for one of the largest European banking institutions: complete cost perimeter definition and functional mapping
Rothschild • Investment Banking
Finance
Investment Banking
2/2013 - 3/2014
• Financial Institutions Group (FIG) – main mandate: advisory to the Portuguese Republic in the recapitalization of the Portuguese banking
system: €7.75 billion Core Tier 1 capital injection in Banco Comercial Português (BCP), Banco BPI, Caixa Geral de Depósitios and Banif
• Valuation exercise, industry best practices, research initiatives, preparation of marketing materials and documentation, for team and client
• Financial modelling of the regulatory capital and shareholder structures, as well as review of bank accounting, operations, and P&L
• Overall country coverage for Portugal – preparation of marketing materials, research, and support with ongoing and prospective mandates
system: €7.75 billion Core Tier 1 capital injection in Banco Comercial Português (BCP), Banco BPI, Caixa Geral de Depósitios and Banif
• Valuation exercise, industry best practices, research initiatives, preparation of marketing materials and documentation, for team and client
• Financial modelling of the regulatory capital and shareholder structures, as well as review of bank accounting, operations, and P&L
• Overall country coverage for Portugal – preparation of marketing materials, research, and support with ongoing and prospective mandates