Jonathan Barber Email & Phone Number

Boston, MA, US

New York, NY, US

Boulder, Colorado, US

Create underwriting, risk management and compliance framework

Boston, Massachusetts, US

• A 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.
• 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.
• 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.
• 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..
• 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.

London, GB

• HSBC 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.
• 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.
• 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.
• 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.

London, GB

• Coordination 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.
• 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.

Master Of Business Administration - Mba

B.A. (Hons), French & German