Financial Consultant | General Manager
Searchscore Consulting
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Filipa Bastos, Cfa Email & Phone Number
Financial Consultant | General Manager
at
SearchScore Consulting
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Consultant | General Manager
Location
Porto, Portugal
Who is Filipa Bastos, Cfa? Overview
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Quick answer
Filipa Bastos, Cfa is listed as Financial Consultant | General Manager at SearchScore Consulting, based in Porto, Portugal. AeroLeads shows a matched LinkedIn profile for Filipa Bastos, Cfa.
Filipa Bastos, Cfa previously worked as Senior Financial Analyst at Golden Wealth Management and Corporate Finance Analyst at DFE - Commercial Real Estate at Banco Bpi. Filipa Bastos, Cfa holds Cfa Charterholder from Cfa Institute.
Company email context
Email format at SearchScore Consulting
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SearchScore Consulting
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Profile bio
About Filipa Bastos, Cfa
Experienced Senior Financial Analyst with a demonstrated history of working in the investment banking industry. Skilled in Accounting, Asset Management, Equities, Financial Markets, and Financial Reporting.
Current workplace
Filipa Bastos, Cfa's current company
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6 roles
Filipa Bastos, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Financial Analyst
Jan 2019 - Dec 2022
Senior Financial Analyst At Bpi Private Banking
Financial advisor at BPI Private Banking and Investment Centers.Financial market analysis and research.Macroeconomic research.Strategic asset allocation for client's portfolios.Performance analysis.Selection of mutual funds using quantitative data and qualitative analysis.
Oct 2009 - Dec 2018
Portfolio Manager At Bpi Private Banking
Asset Management | Financial Market analysis and research; portfolio manager.Asset allocation decisions for BPI Private Banking client's portfolios.Equity analyst and Stock picking strategy mainly in communication services, media and technology sectors.
Jan 2007 - Oct 2009
Associate
Audit and assurance servicesFinancial statement audit Internal audit Corporate reportingIFRS reporting Accounting advisory and regulatory compliance
Sep 2003 - Jan 2007
4 education records
Filipa Bastos, Cfa education
Cfa Charterholder
Cfa Institute
Licenciatura Em Economia, Economia
Certificação Em Wealth Management
Curso Intensivo De Liderança
FAQ
Frequently asked questions about Filipa Bastos, Cfa
Quick answers generated from the profile data available on this page.
What company does Filipa Bastos, Cfa work for?
Filipa Bastos, Cfa works for SearchScore Consulting.
What is Filipa Bastos, Cfa's role at SearchScore Consulting?
Filipa Bastos, Cfa is listed as Financial Consultant | General Manager at SearchScore Consulting.
Where is Filipa Bastos, Cfa based?
Filipa Bastos, Cfa is based in Porto, Portugal while working with SearchScore Consulting.
What companies has Filipa Bastos, Cfa worked for?
Filipa Bastos, Cfa has worked for Searchscore Consulting, Golden Wealth Management, Banco Bpi, and Pwc.
How can I contact Filipa Bastos, Cfa?
You can use AeroLeads to view verified contact signals for Filipa Bastos, Cfa at SearchScore Consulting, including work email, phone, and LinkedIn data when available.
What schools did Filipa Bastos, Cfa attend?
Filipa Bastos, Cfa holds Cfa Charterholder from Cfa Institute.
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