Jorge Baptista Costa

Jorge Baptista Costa

Money Market Dealer - Trading Room (Summer Internship)

Followers of Jorge Baptista Costa1000 followers
location of Jorge Baptista CostaLisbon, Lisbon, Portugal

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  • Timeline

  • About me

    Investment & Funding Manager @ EDP Inovação | FMVA®

  • Education

    • ISEG - Lisbon School of Economics & Management

      2006 - 2009
      Undergraduate Degree in Management
    • ISEG - Lisbon School of Economics & Management

      2009 - 2011
      Master Degree in Finance Financial Markets

      Master's Thesis on "Portfolio Insurance: a Comparison of Alternative Strategies", 18/20

  • Experience

    • NOVO BANCO

      Jul 2010 - Aug 2010
      Money Market Dealer - Trading Room (Summer Internship)

      - Short term funding, treasury management and Inter-bank transactions

    • Altice Portugal

      Sept 2010 - Jun 2011
      Business Analyst

      - Analysis and monitoring of costs and sales- Calculation of sales channels monthly commission- Analysis of sales incentive strategies

    • EY

      Feb 2012 - Jan 2016
      Senior Consultant at Transaction Advisory Services

      - Valuation & Business Modelling: Firm Valuation; Development of Business/Financial Models; Strategic and financial support; Brand valuation; Impairment analysis- Financial and strategic restructuring- Due diligenceSectors: Banking and Financial Services, Asset Management, Telecom, Oil & Gas, Real Estate, IT, Media, F&B and Tourism

    • República Portuguesa - XXI Governo

      Jan 2016 - Jan 2018
      Economic Advisor - Ministry of Economy

      - Preparation of government strategic documents (policy and economic affairs)- Macroeconomic analysis and studies to support the Minister of Economy and the Cabinet of the Prime Minister- Preparation of documents to support briefings and public presentations (Conferences, Parliament and International Meetings)- Representation in EC, IMF, ECB and OECD regular missions to review and update economic policies

    • Walgreens Boots Alliance

      Apr 2018 - Mar 2019
      Senior FP&A Analyst

      - Business cases to support Board decision-making process- Monitoring and reporting projects performance- Preparation of financial budget and forecast of P&L and KPIs for the Dispensing, Healthcare and Retail segments- Monitoring and performing financial analysis by cost center- Managing junior analysts and develop talent- Responsible to interact with the International FP&A Team for project presentations and follow-up

    • Zagope - Engineering & Construction

      Jun 2019 - Sept 2022
      Corporate Finance and Financial Planning Manager

      - Raising and structure financial operations (bank guarantees, surety bonds, trade finance and working capital facilities)- Responsible for developing new relationships with different financial institutions in Europe and Africa- Preparation and coordination of roadshows with financial institutions to support commercial activities- Development of financial models to perform short and medium-term forecasts- Responsible for providing high level performance dashboards and delivering presentations to executive team for financial planning and analysis Show less

    • EDP

      Oct 2022 - now
      Investment & Funding Manager @ EDP Inovação
  • Licenses & Certifications

    • Financial Modeling & Valuation Analyst

      Corporate Finance Institute
      Sept 2022
      View certificate certificate