Ricardo Teixeira, Finance Expert in Porto, Portugal
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Ricardo Teixeira

Verified Expert  in Finance

Management Consulting Expert

Location
Porto, Portugal
Toptal Member Since
September 1, 2020

Ricardo has 10+ years of experience in corporate finance, strategy advisory, M&A, and restructuring, as well as risk, analytics, and digital. He is a former Oliver Wyman consultant with prior investment banking at Rothschild and equity research experience as a hedge fund analyst. Ricardo holds a Master in Finance from the Nova School of Business and Economics and is a Level 3 CFA candidate.

Career Highlights

Partner & Portfolio Manager
LBV Asset Management

Certification Highlights

Case Studies

Work Experience

Partner & Portfolio Manager

2009 - PRESENT
LBV Asset Management
  • Performed as portfolio manager of a global equity fund (LBV Panorama) for over three years, with a successful track record.
  • Conducted equity research of financial institutions, with oversight of c. 10% of the fund's assets, >80% profitable investment ideas in the last four quarters through fundamental analysis, valuation work, and preparation of investment recommendations.
  • Offered investment management by assisting in the hedge fund's investment process, strategic allocation, and risk management policy as first-line support to portfolio managers.
  • Created monthly performance reports, client presentations, and internal reporting.
  • Delivered tool developments for investment idea generation and the compilation of relevant research for portfolio managers and risk reporting.
Focus areas: Presentations, Valuation, Fundamental Analysis, Research, Industry, Equity Research, Equity Research Analysis, Alternative Investments

Management Consultant

2014 - 2016
Oliver Wyman
  • Delivered the valuation and advisory mandate for a global private equity firm: Bidding for a real estate servicing platform and the credits of a large European bank.
  • Served as the regulatory stress test support for one of Europe’s largest banks: Projection of credit risk-weighted assets, loan loss provisions, and capital position.
  • Developed the operational efficiency program for one of the largest European banking institutions: Completed cost perimeter definition and functional mapping and analysis to improve the institution's size and resource allocation capabilities.
  • Delivered the target operating model and strategic review for an Iberian real estate servicer: Value chain, key business activities, implementation program and guidelines, governance charter, and evaluation of sourcing opportunities.
  • Spearheaded a comprehensive assessment for the Greek banking system under the European regulatory body's stress testing exercise, within quality assurance and submission review responsibilities.
Focus areas: Banking & Finance, Risk, Corporate Finance, Investment Presentations, Pitch Decks

Investment Banking Analyst

2013 - 2014
Rothschild & Co.
  • Acted in an advisory role on the recapitalization of four of the largest national banks, namely and in being responsible for the valuation, capital estimation, research initiatives, and preparation of materials and documentation.
  • Completed financial modeling of the regulatory capital and shareholder structures, as well as a review of bank accounting, operations, and P&L for current and prospective European banking institutions.
  • Developed overall country coverage for Portugal: Prepared marketing materials and research and support with ongoing and prospective mandates involving Portuguese clients and corporate.
  • Completed buy-side M&A advisory support on the bidding process for a large state-owned airport operator, post-transaction closing, and the preparation of documentation and materials for clients and internal stakeholders.
Focus areas: Financial Services, Investment Banking, Banking & Finance, Investment Presentations, Pitch Decks
2011 - 2012

Master's Degree in Finance

Nova School of Business and Economics - Lisbon, Portugal

2004 - 2009

Bachelor's Degree in Business Administration

University of Porto - School of Economics and Management - Porto, Portugal

DECEMBER 2020 - PRESENT

CFA Candidate, Level Three

CFA Institute

Finance

Three-statement Modeling, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Equity Research, Risk, Fundamental Analysis, Funding Process, Funding Strategy, Value Creation, Equity Research Analysis, Accounting

Output Software

Microsoft PowerPoint, Microsoft Word, Microsoft Excel

Industry Expertise

Financial Services, Real Estate, Banking & Finance

Other

Business Modeling, Market Research & Analysis, Business Plan Consulting, Business Strategy, Management Consulting, Investment Banking, Presentations, Budget Modeling, Project Planning, Customer Analysis, Marketing Plans, SME/SMB Financing, Grant Proposals, Digital Strategy, Digital Transformation, Financial Analysis, Industry, Research, Investment Presentations, Pitch Decks, Alternative Investments, Post-merger Integration, Corporate Governance, Leadership Strategy, Finance, Equity Markets, Fixed Income, Derivatives, Ethics, Portfolio Management, Economics, Quantitative Finance

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