André Lopes

• Wrote articles for institutional investors in web and magazine format; • Processed data from Morningstar Direct, producing reports, templates and developing automation mechanisms for swifter gathering of information; • Interviewed fund managers and sales directors for some of Portugal and Europe's largest asset managers.

• Responsible for 3 tasks related to the dealing of mutual, hedge and other types of funds; • Control over the activity through 4 quality assurance procedures; • In charge of monitoring accounts, investment requests and managing business relations with multiple counterparts.