Jonathan Mcclain Email & Phone Number

California, United States

Oakland, California, Us

Oakland, California, Us

Oakland, California, Us

•Provides guidance of and involved in the strategy and implementation of the company risk management policy framework•Manage company’s transaction governance control: Transaction Control Authority (TCA)•Provide guidance of TCA including transaction rules, authorized trader, product and location limits•Manage generation of forward prices, volatilities and correlations for Gas, Power and GHG commodities •Perform monthly and quarterly Mark-to-Market analysis of portfolios and reports to accounting department•Work with internal customers to ensure operational needs are met and are compliant with internal and external policies and regulations•Monitor daily transactions to ensure accuracy and compliance with internal and external policies and regulations•Responsible for daily margining of financial position with Futures Commission Merchant’s (FCMs)•Prepare and distribute various metric reports of company transaction activity of derivative products and commodity short and long physical positions; including reporting to the Federal Energy Regulatory Commission (FERC) and index publishers•Regularly involved in leading process improvement projects such as -Utilizing VBA and minimal SQL to create new controls and checks and/or automating manual intensive processes-Performing model validations-Creating and updating guidance and procedural documentation•Coordinated effort in providing requirements, user acceptance testing, implementing and maintaining new risk management systems such as a new trade entry platform (OpenLink's Endur)•Involved in Sarbanes-Oxley requirements and testing

Zurich, Ch

- Acted as liaison between the London office and the 12 EMEA Compliance locations reporting to London- Analyzed market changes and Legal & Regulatory reports; also provided some guidance on regulations- Generated and distributed various reports, such as Quarterly Board Reports and various investment transactions reports- Assisted with training and education of EMEA offices on relevant business policies, procedures and updates/changes - Revamped and assisted with the implementation of various monitoring systems and tools set in place to mitigate compliance risk and breaches; also increased efficiency and effectiveness of reporting responsibilities for audit purposes- Managed team admin tasks such as weekly team meetings, conference calls, team website maintenance, document storage and retention; also helped organize team onsite (travel and hotel bookings along with daily itinerary)*Highlight –While working fulltime at UBS, also attended classes for MBA degree developing excellent skills in multi-tasking, time-management and prioritization.

- Performed valuation of credit/course transferability for over 60 community colleges around the U.S. in addition to international schools; also pre-evaluated prospective student transcripts; - Restructured USF transfer page to allow easier access to information;- Provided guidance to counselors on ways to improve transfer events and info fairs to increase attendance of transfer and current students to such events: increased attendance to such events by more than 25%- Admin duties: PowerPoint presentations, responded to email/ phone queries, set-up meetings, travel plans, mailings and filing.

- Assisted with bookkeeping and tax preparations for multi-million USD for professional athletes;- Provided client services such as account opening/closing, deposits, transfers, bill pay, credit clean-up, etc.;- Assisted with research and analysis of securities to develop tailored investment strategies and portfolios for clients- Produced various client reports, such as recommended budgets, spending, banking and investment P/L reports (extensive use of excel and PDF)

Mba, International Business

Certificate, International Business Practice For Asia Pacific

Ba, Financial Economics