Joana Monteiro Felício

Finance

Consumer Services

Profile

Joana Monteiro Felício worked as a Credit Strategy Analyst at BPI Gestão de Activos SGOIC SA from 2019 to 2022.
She then worked as a Portfolio Manager at Caixa Gestão de Ativos SGOIC SA from 2022 to 2024.
Ms. Monteiro Felício completed her undergraduate degree at Instituto Superior de Economia e Gestão in 2013 and her graduate degree in 2015.

Former positions of Joana Monteiro Felício

Companies	Position	End
Caixa Gestão de Ativos SGOIC SA Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance Caixa Gestão de Ativos SGOIC SA (CGDA) is the wholly-owned investment management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of government-owned Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1990 and formerly known as Caixagest Técnicas de Gestão de Fundos SA. Headquartered in Lisbon, CGDA provides fund and portfolio management and investment advisory services to institutional and private clients.	Portfolio Manager-Fixed Income	01/02/2024
BPI Gestão de Activos SGOIC SA BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).	Analyst-Equity	01/09/2022

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Training of Joana Monteiro Felício

Instituto Superior de Economia e Gestão

Graduate Degree

Experiences
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Linked companies

Private companies	2
Caixa Gestão de Ativos SGOIC SA Caixa Gestão de Ativos SGOIC SA Investment ManagersFinance Caixa Gestão de Ativos SGOIC SA (CGDA) is the wholly-owned investment management subsidiary of Caixa Gestao de Activos SGPS SA, itself a subsidiary of government-owned Caixa Geral de Depósitos SA in Portugal. The firm was founded in 1990 and formerly known as Caixagest Técnicas de Gestão de Fundos SA. Headquartered in Lisbon, CGDA provides fund and portfolio management and investment advisory services to institutional and private clients.	Finance
BPI Gestão de Activos SGOIC SA BPI Gestão de Activos SGOIC SA Investment ManagersFinance BPI Gestão de Activos SGOIC SA (BPI GA) is the Portuguese asset management subsidiary of Caixabank SA (BME: CABK) in Spain. Headquartered in Lisbon, BPI GA was founded in 1990 and provides fund management for high-net-worth individuals and institutional investors. They have an alliance with Goldman Sachs Asset Management (UK) and Banco Itaú (Brazil) to provide dealing services for their BPI Global and BPI Brasil funds. BPI GA is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).	Finance