Charles Bakke, CFA
Director of Finance and Administration
Charles joined AMERRA in 2011 and has played an integral role in the firm’s growth and operational development. Over more than a decade, his responsibilities have expanded from portfolio operations to firmwide leadership across both operations and finance.
In addition to his operational responsibilities, Charles also gained experience working alongside the investment team later in his tenure. This cross-training exposed him to deal structuring, execution, and monitoring, giving him a practical perspective on credit analysis and portfolio management. The combination of investment and operational experience enables Charles to bridge the two functions, aligning day-to-day infrastructure with the firm’s investment strategy.
In his current role, Charles oversees AMERRA’s operational infrastructure and financial management, ensuring accuracy, efficiency, and scalability across the firm. He manages financial reporting, treasury, and cash flow planning, and partners with fund administrators, auditors, and compliance teams to deliver institutional-quality reporting to investors. Charles also plays a key role in capital allocation, monitoring liquidity across investment vehicles, and supporting strategic planning initiatives alongside senior leadership.
A cornerstone of his contributions has been the design and development of AMERRATrac, the firm’s proprietary investment management system. Under Charles’ leadership, AMERRATrac has grown into a business-critical platform that tracks investments, collateral, covenants, and risk exposure, while embedding compliance and workflow approvals to support scalable growth.
Prior to joining AMERRA, Charles was a Financial Analyst at Latin America Capital Finance. He is a Chartered Financial Analyst (CFA) charterholder and holds a degree in International Business from Edinburgh University in Scotland.