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Pedro Reis

@pedroreis1

Financing Analyst driving syndicated loan operations and AI adoption.

Portugal
Message

What I'm looking for

I’m looking for a role where I can own syndicated loan and middle-office operations, drive operational excellence with measurable KPIs, and keep modernizing workflows through AI adoption and process automation.

I’m a Financing Analyst with 5+ years of experience managing syndicated loan portfolios and supporting banking operations across cross-border workflows at international institutions. I’ve built a track record of ensuring accuracy across loan lifecycle events while improving operational performance through disciplined KPI tracking and reporting.

At Natixis, I manage syndicated loan portfolios as both Agent and Participant, overseeing payment processing via SWIFT and TARGET systems and ensuring the integrity of every payment and lifecycle event. I coordinate daily with German branch onshore teams to keep cross-border workflows seamless between Porto and Frankfurt.

I also champion AI adoption within finance teams—designing and delivering AI training sessions to accelerate real usage of AI tools. Alongside this, I lead and contribute to process automation initiatives that reduce manual workload and improve turnaround times on key operational tasks.

Experience

Work history, roles, and key accomplishments

Natixis logoNA
Current

Financing Analyst

Natixis

Jan 2023 - Present (3 years 4 months)

Managed a portfolio of syndicated loans as both Agent and Participant, overseeing SWIFT and TARGET-based payment processing and ensuring accurate loan lifecycle event handling. Drove operational excellence with KPI tracking and served as the team AI Champion by delivering internal AI training and supporting automation initiatives to reduce manual workload.

EV

Area Sales Representative

Exceder - Gestão de Vendas

Dec 2018 - Aug 2020 (1 year 8 months)

Represented leading international brands in-store (e.g., LG) and supported daily sales performance reporting for the Area Sales Manager. Prepared and delivered sales reports to inform ongoing sales activities.

Education

Degrees, certifications, and relevant coursework

FEP – University of Porto logoFP

FEP – University of Porto

Master's Degree in Economics, Economics

2024 -

Activities and societies: Electives: Macroeconomics, Economic Data Analysis, Finance.

Master’s degree in Economics at FEP, University of Porto (2024–2026). Thesis is ongoing on AI’s impact on Economic Theory.

FEP – University of Porto logoFP

FEP – University of Porto

Bachelor's Degree in Economics, Economics

2016 - 2021

Activities and societies: Electives: Regional & Urban Economics; Human Resources Economics. Head of the Finance Club’s Market Research Department.

Bachelor’s degree in Economics at FEP, University of Porto (2016–2021).

ISCAP – Porto logoIP

ISCAP – Porto

Bachelor's Degree in Accounting & Business Management, Accounting & Business Management

2015 - 2016

Bachelor’s degree in Accounting & Business Management at ISCAP, Porto (2015–2016).

DP

Deutsche Schule zu Porto

High School Diploma (Abitur), Secondary Education

2000 - 2014

Grade: 16/20

German-language education culminating in the Abitur at Deutsche Schule zu Porto (2000–2014).

Tech stack

Software and tools used professionally

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