Teams at Itaú USA

Supports the design, implementation, enhancement, and lifecycle management of investment and balance sheet products for high-net-worth and institutional clients. Coordinates cross-functional initiatives across legal, compliance, operations, technology, risk, treasury, finance, and front-office teams. Analyzes markets and product workflows, improves operating models, supports governance and documentation, and ensures regulatory and operational compliance, including AML and Bank Secrecy Act requirements.

Lead automation and systems development initiatives using Jira, BPM tools, and OutSystems. Oversee design, development, and deployment of .NET applications and AWS infrastructure. Collaborate with cross-functional teams to identify automation opportunities, ensure system performance and security, mentor developers, and manage project timelines and stakeholder communications.

Provide offshore investment advisory to LATAM HNW/UHNW clients from Miami, combining global macro insight, multi-asset expertise, and cross-border regulatory knowledge. Coordinate with local specialists and internal teams to deliver portfolio analysis, structured client meeting narratives, investment recommendations, and execution support while ensuring compliance and risk management.