Tomás Reis Email & Phone Number

Lisbon, Portugal

• Developed diverse and engaging content targeted at retail investors, including daily newsletters, thematic notes, stock market investment ideas, sector overviews, and others.
• Supported the Asset Management department by analyzing investment funds, conducting ongoing assessments of shareholder sectors and individual companies, and contributing to the Bank's macroeconomic perspective.

Lisboa, Portugal

• Conducted meticulous assessment and vigilant monitoring for clients within the team, ensuring strict compliance with regulatory and internal risk policies
• Prepared written credit proposals that combined financial analysis with sectorial information to bolster Credit Committee decisions

Lisboa, Portugal

• Supported client presentations by preparing compelling materials including client pitches, teasers and other materials
• Managed transactions databases capturing all relevant details of recent deals and maintained up-to-date sector-specific trading comparables

Lisbon, Portugal

• Led a team of 4 equity research analysts and delivered 8 reports on publicly tradeable tech companies to the CIO of Vitalis Asset Management
• Managed schedules, improved results, and motivated the team

Lisboa, Portugal

• Developed comprehensive financial analysis and valuation of publicly traded companies
• Created detailed forecasted financial statements, including income statement, balance sheet and cashflow statement
• Performed in-depth industry research and competitive analysis to identify trends, risks and opportunities

Master'S Degree, Finance

Bachelor'S Degree, Management