![Joana Monteiro Felício](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Joana Monteiro Felício worked as a Credit Strategy Analyst at BPI Gestão de Activos SGOIC SA from 2019 to 2022.
She then worked as a Portfolio Manager at Caixa Gestão de Ativos SGOIC SA from 2022 to 2024.
Ms. Monteiro Felício completed her undergraduate degree at Instituto Superior de Economia e Gestão in 2013 and her graduate degree in 2015.
Anciens postes connus de Joana Monteiro Felício
| Sociétés | Poste | Fin |
|---|---|---|
Caixa Gestão de Ativos SGOIC SA
 Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance CGDA is an active manager which utilizes a top-down approach based on in-house fundamental research to invest globally in debt and equity across sectors and market-caps. Their geographic focus is on Portugal. | Portfolio Manager-Fixed Income | 01/02/2024 |
BPI Gestão de Activos SGOIC SA
 BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI GA is an active, research-oriented manager which follows a growth-oriented investment style. They invest in global debt and equity across sectors and market-caps, with the bulk of their assets allocated to Continental European companies with a particular focus on Portugal. The firm uses in-house fundamental and technical research. BPI GA typically invests in Portuguese equity and fixed-income, Brazilian equity and fixed-income, US equity and fixed-income, European Union equity and fixed-income, Swiss equity and fixed-income and Norwegian equity and fixed-income. | Analyst-Equity | 01/09/2022 |
Formation de Joana Monteiro Felício
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
BPI Gestão de Activos SGOIC SA
BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI GA is an active, research-oriented manager which follows a growth-oriented investment style. They invest in global debt and equity across sectors and market-caps, with the bulk of their assets allocated to Continental European companies with a particular focus on Portugal. The firm uses in-house fundamental and technical research. BPI GA typically invests in Portuguese equity and fixed-income, Brazilian equity and fixed-income, US equity and fixed-income, European Union equity and fixed-income, Swiss equity and fixed-income and Norwegian equity and fixed-income. | Finance |
Caixa Gestão de Ativos SGOIC SA
Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance CGDA is an active manager which utilizes a top-down approach based on in-house fundamental research to invest globally in debt and equity across sectors and market-caps. Their geographic focus is on Portugal. | Finance |
Instituto Superior de Economia e Gestão
 Instituto Superior de Economia e Gestão Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
