At a Glance
Role
Investment Analyst
Company
STAG Fund Management, SCR, S.A.
What to Expect
Can help with
- Onboarding process questions
- Documentation requirements
- KYC/AML procedures
- General fund inquiries
- Subscription process guidance
Cannot help with
- Investment advice or recommendations
- Legal or tax advice
- Performance guarantees
- Personalized financial guidance
- Suitability assessments
About
Sofia blends deep technical training in financial due diligence and valuation with hands-on experience across real estate, private equity, and corporate finance. Beginning her career at Deloitte, she contributed to Portugal’s largest real estate transactions before moving into asset-side analysis. At STAG, she leverages this multidisciplinary background to support investment decisions with rigorous analysis and clear, data-driven insight.
This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto. For inquiries, please contact the fund directly.
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