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Career history of Joana Monteiro Felício
Former positions of Joana Monteiro Felício
Companies | Position | Start | End |
---|---|---|---|
Caixa Gestão de Ativos SGOIC SA
![]() Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance Caixa Gestão de Ativos SGOIC SA (CGDA) is the wholly-owned investment management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of government-owned Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1990 and formerly known as Caixagest Técnicas de Gestão de Fundos SA. Headquartered in Lisbon, CGDA provides fund and portfolio management and investment advisory services to institutional and private clients. | Portfolio Manager-Fixed Income | 2022-08-31 | 2024-01-31 |
BPI Gestão de Activos SGOIC SA
![]() BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Analyst-Equity | 2018-12-31 | 2022-08-31 |
Training of Joana Monteiro Felício
Instituto Superior de Economia e Gestão | Graduate Degree |
Statistics
International
Portugal | 4 |
Operational
Portfolio Manager-Fixed Income | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Caixa Gestão de Ativos SGOIC SA
![]() Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance Caixa Gestão de Ativos SGOIC SA (CGDA) is the wholly-owned investment management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of government-owned Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1990 and formerly known as Caixagest Técnicas de Gestão de Fundos SA. Headquartered in Lisbon, CGDA provides fund and portfolio management and investment advisory services to institutional and private clients. | Finance |
BPI Gestão de Activos SGOIC SA
![]() BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |