Gabriel Tomaz

• • Developed a three-scenario forecasting model projecting retail inflows and management fees based on a five-year internal and competitor data, supporting a fund launch and a campaign that generated €30M in inflows.

• • Conducted comparative, performance, drawdown and correlation analysis to structure strategic pitches for two long/short funds, contributing to a €3M client reinforcement.

• • Centralized and structured six data sources to produce monthly reporting for senior management and board-level oversight, improving reliability of budget control and performance monitoring.

• • Produced and presented investment case studies assessing the alignment of portfolio companies (e.g. NVIDIA, Mastercard) with UN SDGs through analysis of sustainability reports, emissions data and reduction targets, supporting their eligibility within the BPI Impacto Clima fund range.

• • Collaborated with Bachelor's and Master's students in weekly meetings to analyze financial market developments and co-authored a monthly newsletter on Financial Markets and Investment Banking, reaching 500+ monthly readers.