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Senior Director of Risk Management with 10+ years of experience delivering transformational change in risk and business processes for banks, fintechs & asset managers. Create policy, procedures and reporting platforms that improve enterprise and client services, leading global control efforts.Senior Director of Risk Management | Chief Risk Officer | Management consultantEmail: jmbarber331@gmail.comLeverage complex analytics, data, and research to optimize business growth and improvement, collaborating with cross-functional teams to implement successful change. Identify risk factors across project lifecycles, developing strategies, controls, and mitigation plans. Expertise in Hedge Fund & Private Equity credit risk, capital markets trading, lending & payments.Deep financial services, industry, product and client knowledge in capital markets, banking and custody.Expertise includes program management, asset management, private equity, and credit risk.CORE COMPETENCIES:- Risk Management - Change Management- Business Transformation- Process Improvement- Project Management- Capital Markets, Hedge funds & Private Equity- Banking & Credit Risk- Program Management- Asset Management- Financial Services- Regulatory Compliance- Internal Controls- Team Leadership ACCOMPLISHMENTS:~Established Credit Risk Management team, policies, processes, procedures and reporting for Global Markets derivatives activity and previously for Alternative Fund Services.~Designed and re-engineered global FX Risk Management process with a new efficient reporting platform and successful delivery through off-shore Center of Excellence.~Reduced global FX excesses by over 70% and cut aged FX excesses more than 10x.~Implemented a Credit Risk Netting process that improved the Bank’s capital position by reducing Risk Weighted Assets by $2.5bn.~Managed lending and trading risk exposure to a $3bn credit portfolio of Alternative Funds which grew 100% over 6 years. Maintained zero credit losses and clean internal, external and regulatory audits.Please contact me at (339) 236-0043 with any inquiries for Senior-Level Risk Manager opportunities including Remediation Program Leadership.
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Senior ManagerTreliantBoston, Ma, Us
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FounderJmb Management Consultancy Sep 2023 - Present
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ConsultantGlg Jun 2021 - PresentNew York, Ny, Us -
Svp Of Risk & UnderwritingTilled 2022 - 2023Boulder, Colorado, UsCreate underwriting, risk management and compliance framework -
Senior Director, Head Of State Street Global Markets Credit RiskState Street 2012 - 2021Boston, Massachusetts, UsA financial services organization with over 35,000 employees providing services to institutional investors. State Street specializes in investment servicing, asset management, investment research & trading and has approximately $12B in annual revenue.Established & led Enterprise Risk Management team supervising global controls & risk monitoring of global markets derivatives activity. Created and maintained enterprise risk management governance, policies, technical frameworks, processes, procedures, and reporting. •Maintained zero credit losses & clean audit for FX portfolio with over $30B in daily credit risk exposure.•Model owner for the original FX exposure engine, its licensing, testing & maintenance. Identified need for its smart technology replacement, requirements for advanced risk metrics, reviewing emerging technologies and vendors, to ensure risk management best practice & regulatory compliance.• Served as Senior Manager, Risk to create process design & led change management of the global FX risk management process, including engagement with business & operations, leading program to implement best practices in effective risk management and better decision-making.• Built a new, data driven analytical reporting platform & then successfully embedded it through new offshore center of excellence (COE) to provide efficient risk assessments and establish risk mitigation action. Provided ongoing training to ensure integrity & consistency of governance model.• Reduced global FX excesses by over 70% & cut aged FX excesses more than 10x by using data analysis skills, teamwork, strategic planning, data driven end-to-end process re-design & resiliency testing. • Improved bank’s capital position reducing risk weighted assets over $2.5B by initiating & acting as the risk consultant engaging with Legal to implement program management for FX credit netting that established best practices process & system integrity in strict compliance with regulatory requirements. -
Head Of Credit, Alternative Fund Services Americas, Hsbc Bank UsaHsbc 2006 - 2012London, GbHSBC Bank USA is the US banking arm of HSBC Group, a global financial services organization with over 225,000 employees and annual revenues of approximately $50B.As Senior Director, established credit team and best practices risk governance frameworks to meet regulatory requirements and HSBC credit policy standards. Set and enforced credit parameters and limits for a portfolio of HSBC’s alternative fund clients with total net assets over $11B.• Overhauled governance (policies and procedures) of credit risk using in-depth product, risk management and capital markets industry experience to revise all legal credit documentation (loan agreements, security agreements, ISDA CSA). • Utilized technical skills in data analysis & risk assessment, used leadership influence and cross-team consulting to communicate clearly the need for the remediation program to improve risk monitoring of and controls over operational risk and credit risk. • Optimized daily control monitoring and achieved efficient daily reporting that was leveraged for escalation and senior monthly communication.• Maintained zero credit losses while using business acumen to grow credit limits 2x to $3B and had no findings from internal, external, and regulatory compliance audits.• Led program management for Americas to successfully migrate credit risk processes to off-shore COE. • Produced updated governance framework and procedures and subsequently provided training including in-person supervision and mentoring in Malaysia. -
Global Relationship Manager, Asset Managers Hsbc Bank UsaHsbc 2004 - 2006London, GbCoordination of business development for asset management portfolio of real money and alternative managers with no previous HSBC relationship coverage. • Product coverage included finance through both lending and capital markets, traded markets (FX, Fixed Income & equities), payments, fund services, and investment banking (M&A, Corporate Finance). • Established client relationships, leveraged internal relationships to collaborate and deliver best quality service. Closed deals by being an active listener, attention to detail, producing and presenting credit applications, negotiating, and executing client documentation.• Exceeded annual net revenue targets of $10M by initial data analysis of opportunities, dedication to being respectful of client needs, honest and ethical problem solving insight and client presentations to match client needs with the optimal solution. Leveraged ability to communicate effectively to win new client business and engagement.
Jonathan Barber Skills
Jonathan Barber Education Details
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Boston College Carroll School Of ManagementMaster Of Business Administration - Mba -
University Of BristolFrench & German
Frequently Asked Questions about Jonathan Barber
What company does Jonathan Barber work for?
Jonathan Barber works for Treliant
What is Jonathan Barber's role at the current company?
Jonathan Barber's current role is Senior Manager.
What is Jonathan Barber's email address?
Jonathan Barber's email address is jb****@****eet.com
What schools did Jonathan Barber attend?
Jonathan Barber attended Boston College Carroll School Of Management, University Of Bristol.
What skills is Jonathan Barber known for?
Jonathan Barber has skills like Hedge Funds, Fixed Income, Fund Of Funds, Fund Administration, Derivatives, Capital Markets, Equities, Alternative Investments, Securities, Credit Risk, Global Custody, Fund Accounting.
Who are Jonathan Barber's colleagues?
Jonathan Barber's colleagues are Conor Mcstay, Shelia Lipscomb, Christopher Peterson, Natalia Kowalska, David M., Tamilla Reliford, Fred Finke.
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