
Simão Gourgel
Investment Advisor | Trade Operations Analyst | Financial Modeling Specialist
- Group:Executive Advisor Team
- Location:Portugal
Simão Gourgel
Investment Advisor | Trade Operations Analyst | Financial Modeling Specialist
Simão Gourgel is a results-driven finance professional with a Master’s degree in Monetary and Financial Economics and a foundation in investment operations, data analysis, and capital markets. Fluent in English, Portuguese, and Spanish, Simão blends strong technical acumen with cross-cultural communication and international collaboration experience.
He most recently served as a Controls and Investigations Analyst at BNP Paribas, where he managed trade settlement issues, cash and securities reconciliation, and operational risk oversight across high-volume equity and fixed-income portfolios. Over nearly five years, he played a key role in resolving security lending and SWIFT message discrepancies (including 540–543 series), ensuring integrity in trade lifecycle management and boosting cross-team efficiency. His contributions extended to process improvements, project implementation, and onboarding of global colleagues—earning him a reputation as a detail-oriented and dependable problem-solver in high-pressure environments.
Simão also completed a traineeship as a Junior Equity Trader at Vaincre Ltd, where he priced and traded a variety of instruments while developing strategies informed by market trends and risk-return objectives. This experience sharpened his ability to apply quantitative thinking to live market scenarios, blending macroeconomic context with hands-on trading logic.
A CFA Level I exam passer, Simão brings technical proficiency in Python, Power BI, and Excel for financial modeling and analytics. His skill set spans data-driven investment research, cash flow optimization, and real-time trade support—positioning him as a well-rounded finance professional ready to contribute to both buy-side and sell-side mandates.
Simão is currently seeking new opportunities where he can apply his analytical expertise, systems knowledge, and commitment to accuracy within dynamic financial institutions. His ability to combine analytical precision with adaptable communication makes him a valuable addition to international teams operating across borders and asset classes.