Excel
Marta Gonçalves
Assurance - Asset And Wealth Managament
Lisbon
Summary
I am a driven and results-oriented professional seeking to embrace new challenges and further develop my expertise.
With a strong focus on asset management, I have gained significant experience through auditing multiple companies in this field. This has provided me with a comprehensive understanding of industry dynamics and best practices. I am confident that my analytical acumen, commitment to excellence, and proactive approach can contribute to the success of the Norfin's team.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Senior Associate
PwC Portugal
09.2021 - Current
- Specialized in auditing companies within the asset management sector, gaining a deep understanding of real estate and financial portfolio management practices.
- Ensured adherence to applicable laws, regulations and standards by examining company practices workflows, proposing solutions.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
- Consistently maintained strong relationships with clients, ensuring transparent communication and providing guidance on compliance and best practices.
Military
Portuguese Air Force
10.2015 - 09.2021
- Paramedic in Aeromedical Evacuations.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
Education
Master's Degree - Financial And Monetary Economics
ISCTE - Instituto Universitário De Lisboa
Lisbon 09.2020 - 10.2022
Bachelor's Degree - Management
ISCAL
Lisbon 09.2017 - 06.2020
Skills
Team leadership
Adaptability and flexibility
Client engagement
Problem-solving
Verbal and written communication
Collaborative teamwork
Accomplishments
Junior Achievement Portugal (JAP) - "Economy for Success"
Contributed to a volunteer initiative dedicated to enhancing financial literacy among students aged 13 to 16. Delivered structured training sessions covering key financial concepts such as budgeting, saving and informed decision-making. This initiative aimed to equip youngsters with the foundational knowledge and foster long-term economic independence.
Software
Alteryx
Timeline
Senior Associate
PwC Portugal
09.2021 - Current
Master's Degree - Financial And Monetary Economics
ISCTE - Instituto Universitário De Lisboa
09.2020 - 10.2022
Bachelor's Degree - Management
ISCAL
09.2017 - 06.2020
Military
Portuguese Air Force
10.2015 - 09.2021
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