Tomás Almeida

Project Manager at UBS | Fintech | Personal Finance

Zürich Metropolitan Area

About

Leading the transformation of the banking system and continuously chasing new ways to create symbioses between finance and technology. Currently working as a Project Manager at UBS, helping the bank thrive in today’s ever-changing world by being at the forefront of technological disruption.

Experience

  • UBS (Zurique, Suíça)
    • Project Manager (Director) | Group Internal Consulting
      Mar 2026 - Present · 4 mos

    • Project Manager (Associate Director) | Group Internal Consulting
      Feb 2022 - Feb 2026 · 4 yrs 1 mo

  • Accenture (Full-time · 3 yrs 5 mos)
    • Senior Consultant - Strategy & Consulting - Financial Services
      Jun 2021 - Feb 2022 · 9 mos

      • Led the functional design, user stories definition, and test scripts planning and execution for two different newly developed commercial platforms for a European Bank, providing additional functional support to the development teams • Led the IVR and self-service streams in a contact center transformation for a European Bank • Developed business cases, benchmark analysis, reports, and client proposals

    • Analyst - Strategy & Consulting - Financial Services
      Oct 2018 - May 2021 · 2 yrs 8 mos

      • Responsible for the identification of process reengineering opportunities (RPA and other technological levers) in an operational transformation and cost-reduction program across every division of a leading Portuguese Bank • Conducted change management activities through the implementation phase of an operational transformation program • Worked on the conceptualization and creation of a European AI development center (The Bay) • Won 2nd place at an internal Iberian innovation competition with a robot-advisory solution (InFusion)

  • Summer Analyst - Strategy Consulting at Accenture
    Jul 2018 - Jul 2018 · 1 mo

    • Supported the production of visual materials for internal and external meetings • Worked on the restructuring of the costing model for a leading paper company in Portugal

  • International Innovation Junior Consultant - Intern at INOVA+
    Apr 2017 - Apr 2017 · 1 mo

    • Advised on several projects funded by the EU (Portugal 2020) • Conducted benchmark research and created strategic reports for ongoing projects • Established an internal training program for knowledge and experience exchange

  • Trading Intern at GoBulling - Banco Carregosa Online
    Jan 2017 - Mar 2017 · 3 mos

    • Managed a fictitious €100K portfolio with exceptional returns in 3 months • Prepared weekly reports on investments opportunities and self-taught materials • Produced a trading initiation manual with own research on finance and trading • Conducted the research for the implementation of the MetaTader4 platform