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Andre Almeida

@andrealmeida1

Investment solutions professional at Santander Asset Management supporting €800M in discretionary mandates for private banking clients.

Portugal

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At Santander Asset Management, I support approximately €800M in discretionary mandates for private banking clients and contribute to around €40M per annum in new mandates and SAM products. I work directly with clients to present investment solutions and translate their needs into portfolio proposals.

I prepare client presentations, commercial proposals, performance reports and market updates. I also analyse portfolio performance, asset allocation and market trends to support recommendations.

At BNP Paribas CIB, I supported hedge fund client servicing and onboarding, and produced reconciliations, performance reports and KPI monitoring. This work gave me a broad view of how post-trade operations and risk controls affect portfolio implementation.

My earlier roles included managing client accounts and securities settlement activity at BNP Paribas Securities Services, and supporting investor acquisition at Portland Hill Capital. My PhD research at Nova University focused on behavioural and analytical research, including game theory and decision-making.

Experience

Work history, roles, and key accomplishments

Current

Investment Solutions

Current

Santander Asset Management

Sep 2022 - Present (4 years 1 month)

Supports approximately 40M per annum in new discretionary mandates and SAM products, and supports about 800M in discretionary mandates, working directly with private banking clients to strengthen engagement, retention and mandate growth. Meets clients directly and presents Santander Asset Management solutions, translating client needs into portfolio proposals and actionable investment discussions.

Prime Brokerage Analyst

BNP Paribas CIB

Jan 2020 - Sep 2022 (2 years 8 months)

Supported hedge fund client servicing and onboarding, developing a broad view of how post-trade operations, counterparty coordination and risk controls affect portfolio implementation. Produced reconciliations, performance reports and KPI monitoring to ensure accuracy of financial and transactional data used in client servicing and oversight.

Hedge Fund Services Onboarding Post Trade Operations Counterparty Coordination Risk Control Reconciliations performance reporting KPI Monitoring Operations Client Services Risk Management Settlement Break Resolution Collateral Flows Operational Errors

Business Development & Investor Relations

Portland Hill Capital

Jul 2018 - Jan 2019 (6 months)

Supported investor acquisition through targeted outreach, relationship management and preparation of marketing, presentation and due diligence materials. Analysed investor feedback and competitive positioning to refine the commercial value proposition.

Investor Acquisition Outreach Relationship Management Marketing Materials Presentation Preparation Due Diligence Investor Feedback Analysis Competitive Positioning Value Proposition

Settlements Account Manager

BNP Paribas Securities Services

Apr 2016 - Jul 2018 (2 years 3 months)

Managed client accounts and securities settlement activity across European markets, building strong knowledge of market infrastructure, deadlines, transaction matching and post-trade risk. Acted as a key client contact for settlement queries, coordinating internal teams to ensure timely and accurate transaction execution.