Helena Luísa de Matos Soares
Professora Auxiliar Convidada Department of Finance (IBS)
217903936 (Ext. 795121)
Post Box 367
CV Summary

 

Education

 

 

 

  • Academic part of Doctorate Program in Corporate Finance

 

 

 

Universidade Complutense de Madrid e Universidade Autónoma de Madrid, Spain

 

 

 

from October 2008 to July 2010. Final Grade Average: 7.5 points in 10

 

 

 

  • MBA specialized in Finance

 

 

 

UCP - Católica-Lisbon, Lisbon, Portugal

 

 

 

from September 1996 to July 1998. Final Grade Average: 15 points in 20

 

 

 

  • Degree in Management (electives in Finance)

 

 

 

ISCTE-IUL – Instituto Universitário de Lisboa, Lisbon, Portugal

 

 

 

from October 1986 to July 1991. Final Grade Average: 16 points in 20

 

 

 

 

 

Work experience

 

 

 

  • Since 2001, ISCTE – IUL, Lisbon. Invited Lecturer of Corporate Finance and Markets, in undergraduate, master and post-graduate degrees, namely in courses of Project Evaluation, Capital Budgeting, Financial Analysis, Return and Solvency, Financial Calculation, Capital Markets, Bonds and Shares, Capital Structure and Funding, Finance in Marketing (mostly held in English and with a very strong component of case studying). Co-author in two finance books. Communication, writing and motivating skills and flexibility.

 

 

 

  • Since 2009, Analyst, as freelancer, of new business projects of Portuguese SMEs in several industries. Capital Budgeting, Project Evaluation. Investment decision maker and financial consultant. Critical thinking skills.

 

 

 

Investor and Manager of own portfolio of financial and real estate assets.

 

 

 

  • From 2002 to 2009, Founder and managing director of a small business in the tourism and events industry, managing a team of 10 employees. Strong customer relations. Business sold in successful performance momentum. Interpersonal, planning and organizational skills.

 

 

 

  • From 1991 to 2001, Banco BCP / Banco Mello / Fungest (currently Banco BPI) – Portuguese Investment Banks, Lisbon. Portfolio Manager of Mutual Funds and Pension Funds. Equity analysis, Fixed income analysis, Data analysis, Investment decision, Trading operations, Performance evaluation, Financial Marketing. Analytical, quantitative and forecast skills.

 

 

 

 

 

Academic Qualifications
University/Institution Type Degree Period
Universidade Complutense e U.Autónoma de Madrid
Madrid
Post-graduation Parte letiva Doutoramento em Finanças 2010
Universidade Católica Portuguesa
M.Sc. MBA com especialização em Finanças 1998
ISCTE-IUL - Instituto Superior Ciências Trabalho e da Empresa
Licenciate Organização e Gestão de Empresas 1991