Carlos Machado

Carlos Machado Email and Phone Number

Portfolio Management and Risk Analytics - CAIA Level I @ Harbor Ithaka
miami, florida, united states
Carlos Machado's Location
Miami, Florida, United States, United States
Carlos Machado's Contact Details

Carlos Machado work email

Carlos Machado personal email

n/a
About Carlos Machado

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

Carlos Machado's Current Company Details
Harbor Ithaka

Harbor Ithaka

View
Portfolio Management and Risk Analytics - CAIA Level I
miami, florida, united states
Website:
hbr-itk.com
Employees:
11
Carlos Machado Work Experience Details
  • Harbor Ithaka
    Portfolio/Risk Manager And Alternative Investments Operations Supervisor
    Harbor Ithaka Jan 2015 - Present
    Miami/Fort Lauderdale Area
  • New Market Analytics / Latam
    Investment Analyst – Balance Sheet And Credit Analysis
    New Market Analytics / Latam Apr 2008 - Dec 2014
  • Econoinvest Casa De Bolsa
    Assistant Sales Executive
    Econoinvest Casa De Bolsa Mar 2005 - Jan 2008
  • Econoinvest Casa De Bolsa
    Assistant Trader
    Econoinvest Casa De Bolsa Jan 2004 - Jan 2005
    Venezuela

Carlos Machado Skills

Analysis Portfolio Management Business Strategy Accounting Financial Analysis Account Management Asset Management Microsoft Excel Market Research Strategic Planning Analytics Asset Allocation Management Team Leadership Customer Service Client Relations Financial Reporting Insurance Marketing Budgets Business Development Crm Competitive Analysis New Business Development Sales Sales Management Team Mentoring

Frequently Asked Questions about Carlos Machado

What company does Carlos Machado work for?

Carlos Machado works for Harbor Ithaka

What is Carlos Machado's role at the current company?

Carlos Machado's current role is Portfolio Management and Risk Analytics - CAIA Level I.

What is Carlos Machado's email address?

Carlos Machado's email address is cm****@****aka.com

What skills is Carlos Machado known for?

Carlos Machado has skills like Analysis, Portfolio Management, Business Strategy, Accounting, Financial Analysis, Account Management, Asset Management, Microsoft Excel, Market Research, Strategic Planning, Analytics, Asset Allocation.

Who are Carlos Machado's colleagues?

Carlos Machado's colleagues are Rafael A. Alcantara Lansberg, Alejandro S..

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