Bernardo Machado

Main responsibilites:

Lead client engagements and develops comprehensive investment strategies tailored to client needs;
Monitor investment portfolio performance;
Engages directly with senior client stakeholders, including board members and investment committees;
Oversees the work of junior consultants and provides mentorship and guidance.

Main responsibilities:

Part of a wider team that advise UK clients (sponsors of pension funds, endowments, and institutional asset pools) on achieving financial goals, totalling an AuM of 1+ billion GBP;
Assist senior consultants in conducting research and analysis on investment options and market conditions;
Constructed and presented robust financial analysis to keep monitoring Key Performance I

Main responsibilities:

Elaborated the bank liquidity reports, both on a monthly and quarterly basis (namely Liquidity Coverage Ratio and Net Stable Funding Ratio reports);
Ensure compliance with regulatory guidelines and generally accepted reporting requirements;
Assess the entity internal reporting systems and ensure their correct application;
Part of the wider team that prepared the Annual Repo

Main responsibilities:

Reviewed and verified records and financial statements according to the IFRS guidelines;
Ensured conformity with established internal control procedures by applying substantive analytical procedures and examining and examining records, report and accounts documentation.

Issued Jun 2024

GPA: 17/20

Issued Nov 2021

GPA: 17/20

Issued Mar 2020

Issued Aug 2018

Issued May 2018