Pedro Rodrigues
About
Pedro Rodrigues is from Lisboa, Lisbon, Portugal. Pedro is currently Managing Director / Head Of Wealth Management at Bison Bank, located in Lisbon, Lisbon, Portugal. In Pedro's previous role as a Head Portfolio Manager at Montepio, Pedro worked in until Aug 2018. Prior to joining Montepio, Pedro was a Senior Portfolio Manager at Finivalor - Sociedade Gestora de Fundos Mobiliários, SA (Finibanco Group) and held the position of Senior Portfolio Manager.
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Pedro Rodrigues's current jobs
- Management of DPM and Investment Advisory services for the Bank (Head of Investment Committee). - Portfolio Management implementation: model portfolios management, benchmark calculations, risk profiling, performance analysis, amongst others. - Definition of all Wealth Management products and services placement in the Bank, including marketing aspects. - Leading of internal projects such as definition of internal procedures and frameworks compliant with MiFid II for Discretionary Portfolio Management, Investment Advisory, and Product Specialist in all aspects. - Implementation of the expansion and update of the products and services catalog, as well as the list of eligible instruments, focused on Europe, US, and China. - Implementation of the new Portfolio Management System, a strong portfolio management tool with improved reporting quality. - Management of all external partnerships of the Bank.