Francisco Veiga Email & Phone Number

Moey! Controller

Lisbon Area, Portugal

. Advising High Net Worth Individuals on portfolio risk and allocation;. Advising Startups and SMEs on capital structure and company valuation;. Managing business data analytics and information systems;

. Designed the quantitative bottom-up equity selection and valuation model, and the top-down qualitative bond selection model that were the technical core of the products offered to Iberian clients;. Created the investment and risk management policies applicable to all assets under direct and indirect (D/I) administration;. Tailor-made and worked closely.

. Daily managed a team of Sales Traders dedicated to client relationship management;. Defined and operationalized department processes to ensure KPI achievement;. Generated multiasset investment strategies and ideas in both cash products and derivatives;. Created and presented several online seminar around different asset class investment themes;..

. Presented investment products and strategies to client and prospective clients;. Generated trade ideas and cross-asset trading strategies;. Execution of foreign exchange, equity and derivatives on behalf of clients;. Monitoring and analysis of financial markets and financial news flow, including political, economic and monetary decisions and events that.

. Advising corporate clients on Life and non-life Insurance portfolio and real risk management;. Insurance proposal management and presentation to clients;. Negotiating contractual conditions with Portugal’s major Insurers;. Technically supporting clients in claims management and insurance underwriting.