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David RibeiroDR
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David Ribeiro

@davidribeiro2

Business Intelligence Team Leader at Banco BPI who automated five reports and cut a financial report’s production time to three days.

Portugal
Message

At Banco BPI, I lead a five-person Business Intelligence team supporting the corporate commercial network with reporting, dashboards, and data solutions. I automated five recurring reports and developed three dashboards, reducing a key financial performance report’s production time from one month to three days.

At BPI Asset Management, I developed a quantitative investment strategy using statistical regression and machine learning that achieved a 10% annualized return in a real portfolio. I also managed currency-risk hedging strategies and coordinated three investment analysts; as Financial Controller, I implemented an internal-control system that reduced operational errors by more than 90%.

Experience

Work history, roles, and key accomplishments

BB
Current

Team Leader, Business Intelligence

Banco BPI

Jan 2022 - Present (4 years 10 months)

Lead a five-person Business Intelligence team responsible for reporting, dashboards, and data solutions supporting the corporate commercial network. Automated five recurring reports and developed three dashboards using SQL, PowerBI, Excel, PowerAutomate, and PowerApps to improve information availability and decision support.

BM

Senior Financial Analyst & Portfolio Manager

BPI Asset Management

Jan 2009 - Dec 2018 (9 years 11 months)

Developed and assessed investment proposals across equities, bonds, funds, futures, options, and alternative investments. Created a quantitative investment strategy using statistical regression and machine learning, achieving a 10% annualized return in a real investment portfolio.

Education

Degrees, certifications, and relevant coursework

IE Business School logoIS

IE Business School

Executive Education, Digital Transformation & Business Ethics

Completed executive education in Digital Transformation & Business Ethics in 2018.

Nova School of Business and Economics logoNE

Nova School of Business and Economics

Certification Program, Wealth Management

Completed the Wealth Management Certification Program in 2017.

Porto Business School logoPS

Porto Business School

Executive MBA, Business Administration

2016 - 2017

Grade: 18/20

Executive MBA with distinction, ranked among top five students and awarded the Carlos Barral Prize.

Cornell Johnson School of Management logoCM

Cornell Johnson School of Management

Executive Education, Leadership and Innovation

Completed executive education in Leading for Innovation in 2017.

CFA Institute logoCI

CFA Institute

CFA Charterholder, Finance

Awarded the CFA Charterholder designation in 2012.

University of Porto logoUP

University of Porto

Pre-Bologna Degree, Management

2003 - 2007

Grade: 16/20

Pre-Bologna Degree in Management with focus on finance, investments, corporate finance, econometrics, and accounting.

Tech stack

Software and tools used professionally

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