Patrícia Jordão
Head of Finance and Operations at Heed Capital
Patrícia Jordão is responsible for leading Finance and Operations at Heed Capital, bringing more than 15 years of specialised experience across fund accounting, financial reporting and operational oversight in Portugal’s asset management sector. She holds a master’s degree in Accounting and Management of Financial Institutions from ISCAL and is a certified accountant registered with the OCC, adding strong technical foundations to her practical experience. Patrícia began her career at Fundger, where she worked closely with real estate investment funds, before moving to Caixagest and later Caixa Gestão de Ativos. Over more than a decade in those roles, she developed deep expertise in budgeting, funding, back-office operations, and the financial structures that support complex investment vehicles. Her work has consistently centred on accuracy, controls, and process improvements, making her a key contributor to the financial stability of the organisations she has served. She joined Heed Capital in 2024 to strengthen the firm’s internal finance capabilities and operational governance. Known for her disciplined approach and steady judgement, Patrícia plays an essential role in ensuring the firm's financial processes remain robust, transparent, and aligned with regulatory expectations. Her focus remains on building efficient systems that support both the day-to-day functioning and long-term ambitions of the company.
Profile record
Professional overview
A source-labelled profile for understanding Patrícia Jordão's professional role, fund relationships, and investor-facing context before moving into fund-level due diligence.
Due diligence use
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At a glance
Role
Head of Finance and Operations
Company
Heed Capital
Evidence coverage
Self-reported
Fund role detail
0 role notes
Evidence register
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Questions for investor diligence
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Scope and disclosure
Can help with
- Fund onboarding questions
- Subscription documentation
- KYC/AML process
- General fund information
Important limits
This profile is provided for directory and due-diligence context. Team members are employed by fund managers, not Movingto, and this page does not provide investment, legal, tax, or suitability advice.
Profile sections may be public-source-backed, fund-manager-provided, or self-reported. Investors should verify role, authority, and responsibilities directly with the fund manager before relying on this information.