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Bison Bank Tech Stack

Portuguese wealth and investment bank serving HNWIs and institutions

Investment Banking Lisboa, Lisboa 51–200 employees Founded 2000 Privately Held

Bison Bank is a 20+ year-old Portuguese bank focused on wealth management, custody, and investment banking for high-net-worth individuals and institutional clients. The tech stack—Excel, Power BI, SQL, Python, VBA—reveals a manual, spreadsheet-driven operation typical of traditional banking; the active project list (OKR/KPI dashboards, automation initiatives, operational digitalization) and pain-point pattern (compliance checks, bottleneck identification, workflow redesign) signal ongoing pressure to modernize and reduce operational friction. Hiring velocity is accelerating but centered on junior and mid-level roles in ops and finance, not engineering capacity—suggesting incremental tooling improvements rather than platform transformation.

Tech Stack 14 technologies

Core StackPower BI Python Power Apps Power Automate SWIFT Excel SQL VBA XML CSV JSON Microsoft Office PowerPoint Microsoft 365

What Bison Bank Is Building

◆Challenges

Compliance checks
Identifying deviations
Digital transformation of operations
Process improvement in operations
Portfolio complexity
Identifying bottlenecks in operational processes
Reducing operational risk
Workflow redesign

▲Active Projects

Automation initiatives and dashboard development
Implementation and improvement of supervisory procedures
Execution of periodic compliance checks
Portfolio of strategic initiatives
Okr/kpi dashboards
Executive summaries
Operational digitalization

Hiring Activity

Accelerating5 roles · 3 in 30d

Department

Ops

2

Engineering

1

Finance

1

Product

1

Seniority

Junior

3

Mid

2

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About Bison Bank

Bison Bank operates as a wealth and investment manager for high-net-worth and institutional clients in Europe, with cross-border market linkage and a partner network extending beyond the continent. Based in Lisbon, the bank holds registration 63 with the Bank of Portugal and employs 51–200 people. Core service lines include wealth management, custody and depositary services, and investment banking advisory. The organization has received Great Place to Work® certification for two consecutive years, indicating internal culture focus. Current operations center on portfolio management, compliance oversight, and supervisory procedures, with ongoing projects to build executive dashboards and automation tools for operational efficiency.

HeadquartersLisboa, Lisboa

Company Size51–200 employees

Founded2000

Hiring MarketsPortugal