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Ricardo Duarte

Ricardo duarte

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  • Timeline

  • About me

    M&A Transaction Services Associate at KPMG España

  • Education

    • Iseg - lisbon school of economics & management

      2013 - 2016
      Bachelor's degree management 16/20

    • Iseg - lisbon school of economics & management

      2016 - 2018
      Master's degree finance 18/20

  • Experience

    • Kpmg portugal

      Sept 2018 - Dec 2019

      As a second year audit assistant Ricardo worked with companies in the financial services industry, namely consumer credit companies, on several projects including:- Audit reports;-Limited reviews;Additionally, Ricardo had the responsibility of monitoring the professional development of younger team members, by explaining the main objetives to be acomplished and ensuring the revision of working materials. As a first year audit assistant Ricardo worked with companies in the financial services industry, namely consumer credit companies on several projects, including:- Audit reports;- Limited reviews;- Internal controls assessment;

      • Audit Assistant (Staff 2)

        Oct 2019 - Dec 2019

      • Audit Assistant (Staff 1)

        Sept 2018 - Sept 2019

    • Deloitte

      Jan 2020 - Sept 2022

      As a consultant in the financial advisory department, Ricardo worked on several projects (mainly financial due dilligence reports) for both national and international clients in a broad range of sectors (Consumer, Energy, Healthcare and Construction).Development of presentation materials for potential investors and clients on several industries, namely company profiles and pitchs highlighting the main KPIs, advantages and disadvantages of several investments.This role strengthened Ricardo's knowledge about the M&A process as well as analytical, report writing and team coordination skills. Show less

      • Senior Consultant | Financial Advisory

        Sept 2021 - Sept 2022

      • Consultant | Financial Advisory

        Jan 2020 - Sept 2021

    • Philip morris international

      Sept 2022 - Nov 2023
      Senior reporting & analysis analyst

    • Kpmg españa

      Feb 2024 - now
      M&a transaction services associate

  • Licenses & Certifications

    • Cfa institute - 2018 research challenge - local participant

      Cfa institute
      Mar 2018
      View certificate certificate

    • Cfa institute - 2018 research challenge - regional participant

      Cfa institute
      Apr 2018
      View certificate certificate

    • Bloomberg market concepts

      Bloomberg lp
      Jul 2019

    • Passed level i of the cfa program

      Cfa institute
      Dec 2018
      View certificate certificate

  • Honors & Awards

    • Awarded to Ricardo Duarte
      Montepio Prize - January 1, 2020 Montepio Prize for the best student of the Master in Finance at ISEG. This prize is awarded to the student that concludes all the curricular units with the highest average grade.
    • Awarded to Ricardo Duarte
      Winner of the CFA Institute Research Challenge hosted by the CFA Society Portugal CFA Society Portugal Mar 2018 The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students.In the CFA Institute Research Challenge, I worked with a team of 5 students to prepare a comprehensive sell-side initiating coverage report on REN. Our team then took our findings to a panel of industry experts to present and defend our recommendation.Our team was the portuguese representative in the EMEA final in April… Show more The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students.In the CFA Institute Research Challenge, I worked with a team of 5 students to prepare a comprehensive sell-side initiating coverage report on REN. Our team then took our findings to a panel of industry experts to present and defend our recommendation.Our team was the portuguese representative in the EMEA final in April 2018 in Dublin, Republic of Ireland Show less
    • Awarded to Ricardo Duarte
      ISEG's Honour Board - Distinction awarded to students who have completed their bachelor's degree with an average grade equal or higher than 16/20