Who I am

Living in Barcelona, Spain · ESADE-CEMS-TSINGHUA UNIVERSITY

João Rawes Freitas

João Rawes Freitas

Finance first. Markets, valuation, and risk.
I use tools like Cursor, Python, and models where they tighten research and controls on top of disciplined finance, not where they replace it.

// now building

Now building

My day sits on three rails I actually use, not three logos on a slide: Obsidian is where thinking becomes notes and links I can revisit; VS Code is where files, configs, and small automations stay honest; Cursor is where I move faster on drafts, refactors, and experiments without confusing speed for judgment.

I wire them together so an idea can travel from a rough capture in the vault to a checked script or model output, with a trail I can explain in an interview or on a desk. That matters to me because finance work is already full of invisible steps: reconciliations, valuation bridges, controls. I want my personal stack to respect the same rule: nothing ships without an owner.

AI agents sit inside that stack the way a strong junior would: they search, summarise, and propose; I still own the assumptions, the limits, and the sign-off. The story I am building is simple: tools and agents multiply leverage, but the line of accountability stays on the human side, the same discipline I carry from markets and audit into everything I do next.

// experience

Professional Experience

// education

Education

// stack & skills

Skills & Tools

Languages
Portuguese native English native Spanish fluent French basic
Finance & Markets
Bloomberg Thomson Reuters Eikon SAP SAGE P&L Reconciliation IFRS
Tools
Excel advanced PowerPoint advanced Power BI intermediate Stata intermediate Python learning Git Cursor
// proof of work

Proof of Work

Selected ESADE MSc assignments (equity research, activist-driven valuation). PDFs are not linked directly on this page. Enter your name and email to submit a request. You will receive an automated confirmation, and I will email the file to the address you provide.

ESADE · Equity Research · Nov 2025

AstraZeneca (AZN.L)

Full equity research report on AstraZeneca: market context, financial analysis, DCF-based valuation, and investment view with supporting assumptions.

ESADE · Valuation · Mar 2026

easyJet (EZJ.L): Activist scenario

Two-scenario valuation (AS-IS DCF vs activist plan): operational and corporate restructuring levers, UFCF and margin bridge, and implied value per share.

// impact

Volunteer Experience

// follow me

Thoughts on
Capital Markets & Finance

Long-form notes on markets, risk, and the tools that sit behind the tape: frameworks, workflows, and what actually moves P&L.

// connect

Get in Touch

Whether it's markets, risk, or your next desk, I'd like to hear from you.

> location Barcelona, ES
> focus Capital Markets · Risk · P&L
> status open to opportunities