Carlos Machado Email & Phone Number

I have been working in the financial industry since 2003. During that time, I have had different responsibilities and been involved in very different projects, which today afford me a robust skill set regarding Internal Operations and Business Development and a comprehensive understanding of the Financial industry. Since 2008, I have been analyzing balance sheets, focusing purely in identifying the credit risk of business of the firm's managed public-corporate debt portfolio, intended for institutional and ultra-high net-worth clients.In 2016, I joined the Firms Investment Committee and took the role of the portfolio and risk analytics director managing all types of risk exposure of our clients’ portfolios, and for the decision making in its wealth management division. Also, started outsourced service that provided Performance and Risk analytics of institutional clients from other firms.Since 2016 the firm started to developed its own Alternative Investments Funds, and I took the roll of our funds operations supervisor, making sure that all counterparts process are on track.Core CompetenciesRisk Management | Portfolio Management | Asset Management | Asset Allocation | Performance Analytics | Alternatives Investment | Investment Advisory | Market/Macro Research | Fundamental Analysis | Business Operations | Funds Operations | Life Insurance

Listed skills include Analysis, Portfolio Management, Business Strategy, Accounting, and 23 others.