# Carlos Roza

Carlos Roza is a remote worker on Himalayas, Back Office Analyst at GHIA - MFO, based in Brazil.

Source: https://himalayas.app/@carlosroza

```text
Back Office Analyst at GHIA - MFO, improving investment portfolio operations and automating internal workflows with AI.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Brazil |
| Authorized to work in | Brazil |
| Salary expectations | 160k+ BRL |
| Job categories | Data Analyst, BackOffice Analyst, Researcher, Investment Advisor, Equity Research Manager |
| Skills | Data Analysis, Statistical Analysis, Data Structuring, Data Quality Management, Data Visualization, Financial Analysis, Financial Modeling, Econometrics, Time Series Analysis, ARIMA, Process Improvement, Workflow Automation, Customer Data Analysis, Python, Pandas |
| LinkedIn | https://linkedin.com/in/carlosroza-analista |
| GitHub | https://github.com/CarlosRoza |

## About

```text
At GHIA - MFO, I consolidate and maintain client investment portfolios in Comdinheiro and manage onshore and offshore fee controls. I also develop financial spreadsheets and work on automating internal workflows with Artificial Intelligence.

As a Researcher at FAPEMIG (Minas Gerais Research Foundation), I collect, process, and analyze data, develop statistical analyses and reports, and structure databases to support decision-making.

At Kaza Capital (BTG Pactual), I analyzed data from approximately 100 clients as an Investment Advisor and prepared reports and presentations. Earlier, as a Back Office Analyst there, I maintained customer databases, supported data quality, and automated routines in Excel.

My economics studies at Federal University of Uberlândia include a thesis analyzing Central Bank of Brazil monetary policy instruments through data collection, cleaning, analysis, and visualization. I use Python, R, and SQL for data analysis, alongside Power BI and Excel.
```

## Experience

### Back Office Analyst (current)

GHIA - MFO. Jun 2026 - Present

```text
Consolidate and maintain client investment portfolios, manage fee controls, and develop financial spreadsheets. Lead initiatives to automate workflows using AI.
```

Skills: Comdinheiro, Financial-Modeling, Excel, Process-Automation, AI

### Researcher (current)

FAPEMIG. Mar 2025 - Present

```text
Collect, process, and analyze data, develop statistical analyses and reports, and structure databases to support decision-making.
```

Skills: Data-Analysis, Statistical-Analysis, Database-Management, Reporting

### Investment Advisor

Kaza Capital. Jan 2023 - Jan 2024

```text
Analyzed client data to identify patterns, supported decision-making with financial analysis, and developed reports and presentations for clients.
```

Skills: Data-Analysis, Financial-Analysis, Customer-Relationship-Management, Reporting

### Back Office Analyst

Kaza Capital. Apr 2022 - Jan 2023

```text
Organized and maintained customer databases, automated operational routines in Excel, and conducted exploratory data analysis to identify inconsistencies.
```

Skills: Excel, Data-Quality, Process-Automation, Exploratory-Data-Analysis

### Equity Research Manager

Liga de Mercado Financeiro - UFU. Dec 2021 - Jun 2022

```text
Collected and analyzed financial and market data, developed structured reports, and coordinated team activities.
```

Skills: Financial-Analysis, Market-Research, Reporting, Team-Coordination

## Education

### Federal University of Uberlândia

Master of Science (M.Sc.), Economics. 2025 - Present

```text
Pursuing a Master of Science in Economics with expected completion in December 2026.
```

### Alura

Python for Data Science Track, Data Science. 2026 - 2026

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Completed Python for Data Science Track, Data Literacy with Python, and Trail Data Science.
```

### Macro Analysis (Análise Macro)

R Programming for Data Analysis, Data Analysis. 2025 - 2025

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Completed R Programming for Data Analysis and Modeling and Forecasting with R.
```

### ANCORD

Ancord Certification, Financial Markets. 2022 - 2024

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Essential qualification for financial market professionals with emphasis on regulatory compliance and ethics.
```

### Corporate Finance Institute (CFI)

Accounting Fundamentals, Finance. 2021 - 2021

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Completed Accounting Fundamentals and Reading Financial Statements.
```

### Federal University of Uberlândia

Bachelor of Science (B.Sc.), Economics. 2020 - 2024

```text
Completed Bachelor of Science in Economics with a thesis on Central Bank of Brazil monetary policy instruments.
```

## Tech stack

- NumPy
- Pandas
- Python
- scikit-learn
- SQL
- Matplotlib
- Power BI

To contact Carlos, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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