Joao Monteiro
@joaomonteiro
I support banking clients through credit analysis, portfolio management, and financial product solutions.
PortugalWhat I'm looking for
At Caixa Geral de Depósitos, I support clients with financial advisory, credit processing, investment funds, insurance solutions, and portfolio management. I assess applications, financial capacity, and risk while identifying cross-selling opportunities and supporting banking compliance.
I previously completed a home-loan operations internship at Caixa Central de Crédito Agrícola Mútuo. Alongside my Management degree, I’m developing data science capabilities through IBM coursework in Python, SQL, data visualization, and machine learning.
Experience
Work history, roles, and key accomplishments
Commercial Assistant
Caixa Geral de Depósitos
Jul 2023 - Present (3 years 1 month)
Provides financial advisory and consultation, applying knowledge of banking products and investment solutions. Manages client portfolios, identifies cross-selling opportunities, and supports operational processes and compliance procedures.
Commercial Assistant Internship
Caixa Central de Crédito Agrícola Mútuo
May 2023 - Jul 2023 (2 months)
Completed a curricular internship in home loan operations, focusing on commercial and administrative processes. Developed competencies in credit analysis and operational support within the financial-banking sector.
Education
Degrees, certifications, and relevant coursework
University of Algarve
Bachelor's Degree, Management
2020 - 2023
Grade: Above 15 points
Bachelor's Degree in Management completed within the foreseen period with final average above 15 points.
Tech stack
Software and tools used professionally
Availability
Location
PortugalAuthorized to work in
Job categories
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