Tiago Rodrigues Email & Phone Number

Lisbon, Portugal

Lisboa, Lisboa, Portugal

- Developed and delivered macroeconomic trade ideas across Emerging and Developed Markets, focusing on Relative Value strategies and Axe-based opportunities tailored for diverse clients, including Hedge Funds, Real Money, and Banks. - Conducted in-depth market analysis to identify opportunities in FX and fixed income markets. -Produced Relative Value and Rich-Cheap analysis reports, covering outright, switches, and flies across various financial instruments, such as bonds, linkers, swaps, and options (e.g., swaptions, caps, and floors).- Delivered daily, weekly, and monthly reports on market trends and macroeconomic dynamics, distributing insights to the sales team and clients.- Conducted Fair Value analysis for new issuances and provided insights on upcoming government auctions. - Built and maintained pricing tools and monitors for various investment products, utilizing Excel and Python-based platforms to conduct backtesting and scenario analysis.

Portugal

Idea generation and design of investment proposals tailored to clients' investment profile and risk toleranceProvided investment advice on a range of financial products, including mutual funds, stocks, ETFs, structured products, and bonds.Conducted market updates, analysis of different asset classes, and macroeconomic analysis to help clients make informed investment decisions.Prospected and met with relevant and potential clients to present the bank and discuss investment opportunities and strategiesSuccessfully transitioned clients from execution-only to advisory services, providing them with more personalized investment advice and management

Porto E Região, Portugal

Conducted market research and met with clients and investors, including Portfolio Managers, Investment Managers, and CIOsConducted companies and assets valuation and created financial modelsWorked in the advisory team for Renewable Energy transactions in Spain and Portugal with EV values of over €70 million and €40 million, respectively

Portugal

· Fundamental and Technical analysis of different financial instruments.· Tracking the client’s Portfolio· Research of potentially interesting Stockshttp://www.goldengroup.pt/en/

Master'S Degree, Finance

Activities and Societies: CFA Institute Research Challenge 2020 The CFA Institute Research Challenge® is sponsored by CFA Institute.

Bachelor'S Degree, Economics

Main areas of study: ▪ Microeconomics ▪ Macroeconomics ▪ Statistics ▪ Econometrics ▪ Genereal Accounting ▪ Financial Accounting