Rodrigo Carvalho de Araujo
Operations Backoffice @Abacus Capital Advisors
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WORK HISTORY
Operations Backoffice @Abacus Capital Advisors
Miami, FL, US
EDUCATION
UDF Centro Universitário
Bachelor's degree, Accounting
Universidade Presbiteriana Mackenzie
Postgraduate Degree, Controllership
ABOUT RODRIGO CARVALHO DE ARAUJO
Bilingual English-Portuguese professional with over 10 years of experience in investment management, compliance, and wealth advisory, specializing in fixed income strategies, cross-border client onboarding, and regulatory oversight. I bring expertise in managing multi-billion-dollar portfolios, conducting due diligence, and enhancing governance frameworks. My background includes leading private credit portfolios averaging USD 2B, growing fixed income AUM, and driving KYC/AML compliance across U.S. and offshore client bases.My expertise consistently translates into practical, results-driven solutions. For example, as a High Net Worth Relationship Manager at Bradesco Bank, I developed a custom Excel dashboard with reporting tools to monitor client growth, product penetration, and AUM targets across five relationship teams. This initiative not only assisted the branch’s General Manager but also reduced dependence on delayed data from external departments. By providing real-time strategic insights, it enhanced collaboration among teams regarding sales objectives, product strategies, and client acquisition efforts.Looking forward to connecting with professionals and organizations aligned with strategic growth, investment excellence, and operational integrity!
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