Highlights:Contributed to successful M&A deals during my internship at Haitong Bank by conducting due diligence, preparing market presentations, and analyzing acquisition targets using platforms like Capital IQ and Orbis. Delivered five equity research reports as an analyst at Lisbon Investment Society, including recommendations for a $500M AUM asset manager.

Skills:Valuation, Financial Modeling, Mergers & Acquisitions, Excel, PowerPoint, DCF Analysis, Pitch Decks, Market Research, Bloomberg, Capital Markets

Goal:To leverage my academic background in finance and hands-on experience in M&A and equity research to contribute to dynamic financial institutions. I aim to grow within investment banking or corporate finance, where I can apply analytical rigor, valuation skills, and strategic thinking to support impactful transactions and investment decisions.

Membership:Lisbon Investment Society (Equity Research Analyst) IE Business School Alumni Network (student member)

Certification:Microsoft Office Specialist (Office 2019) Wall Street Prep Analyst Course (pursuing) Bloomberg Terminal (user experience)

Honor:Senior National Rugby Champion (2022/2023) U-18 National Rugby Champion (2016/2017) U-16 Rugby Player of the Year

Data Research Analyst 04/2025 - current
Morningstar, Madrid, Madrid Spain
Industry: Finance
Worked with cross-functional teams to improve onboarding data quality for over 20,000 Brazilian investment funds, while contributing to workflow automation and early-stage KPI development.
Collaborated on the extraction, processing, and updating of large investment fund datasets, enhancing data integrity for onboarding. Assisted the Automation Squad in refining processes using Python and SQL, reducing manual tasks in recurring workflows. Supported client-facing functions by resolving data quality escalations, ensuring timely responses and higher accuracy. Contributed to KPI development for monitoring operational metrics and performance tracking. Led the planning of SOP revisions across Brazilian, Portuguese, and Spanish fund markets to improve consistency and clarity.--
corporate Development Analyst 09/2025 - current
Ferrovial, Madrid, Madrid Spain
Industry: Finance; Airports
Conducted strategic investment research and financial due diligence on 7+ airport acquisition opportunities valued at over $3 billion across Europe, North America, Oceania, and South America, supporting C-suite decision-making on infrastructure transactions. Built comprehensive financial models and valuation frameworks for airport assets, including CPE reconciliation, debt service coverage analysis, and revenue forecasting to evaluate investment returns and risk profiles. Prepared executive briefing materials and presentations for CEO-level meetings with institutional investors.
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M&A Analyst Intern 09/2024 - 04/2025
Haitong Bank (Former BES Investments), Madrid, Madrid Spain
Industry: Finance and Banking
Supported cross-border M&A transactions by conducting financial analysis, market research, and due diligence across Spanish, Portuguese, and Chinese markets.
Collaborated with senior bankers and client teams on the execution of live M&A deals, providing analytical and presentation support. Conducted due diligence on target companies, identifying key financial metrics, risk factors, and integration opportunities. Built detailed company profiles and market overviews using Orbis, Capital IQ, and Mergermarket platforms. Contributed to pitch materials and industry reports, offering strategic insights to support acquisition decisions. Participated in the review and analysis of Preliminary Information Packages (PIPs) to assess value creation and deal synergies.--
Financial Analyst – Accountant 01/2023 - 06/2023
MLA – Law Firm, Lisbon, Lisbon Portugal
Industry: Financial Services
Supported the firm's financial operations by analyzing financial performance, identifying cost efficiencies, and improving reporting accuracy.
Analyzed and interpreted financial data to identify trends, variances, and operational inefficiencies. Provided strategic recommendations that resulted in a 12% reduction in operational costs. Enhanced profitability by 6% in the first quarter following new data-driven cost control procedures. Collaborated with partners to improve the firm's budgeting and forecasting processes. Prepared internal financial reports to support compliance and management decision-making.--
Equity Research Analyst – Tech & Cryptocurrency Assets 01/2020 - 06/2023
Lisbon Investment Society, Lisbon, Lisbon Portugal
Industry: Finance and Banking
Produced detailed investment research and strategic asset insights for tech equities and cryptocurrency markets for an investment club managing reports for a $500M AUM firm.
Conducted five detailed company analyses and issued equity recommendations to Vitalis, an asset management firm with over $500M AUM. Published research reports on blockchain and cryptocurrency valuation, focusing on fundamental analysis. Assessed macroeconomic factors and business cycle positioning to inform investment outlooks. Led peer discussions and workshops to foster cross-regional knowledge sharing with students from LATAM, EMEA, and Hong Kong. Gained hands-on experience with technical and qualitative analysis frameworks.--

ISEG - Lisbon School of Economics & Management and Finance 09/2019 - 06/2023
Lisbon, Lisbon, Portugal
Degree: Bachelor's Degree
Major:Finance
Earned a Bachelor's in Finance with coursework in Corporate Finance, Accounting, Capital Budgeting, Investment Appraisal, Econometrics, and Financial Markets. Developed foundational knowledge for financial analysis and decision-making.

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