Jonathan Miller Email & Phone Number

Lisle, Illinois, United States

Greater Chicago Area

Greater Chicago Area

Manage all aspects of day-to-day operations for the OTC deriviatives margining desk, covering team of 7 individuals margining 2,500+ Clients. Driving efficient processing of 200-300 margin calls daily and reporting key metrics on collateral movements, disputes and timely resolutions. Reported to Upper Management of Collateral Operations.- Worked to develop high performance team: including hiring and exiting associates. Analyzing and implementing strategic operational process plan for business line. Strong focus on organization and efficiency, undertaking coverage of increased daily volume without increased staffing. - Strong client communications, working to implement account specific demands for high value clients, including individualized reporting and reconfiguring workflow. Acted as an escalation point for clients to resolve operational issues/collateral disputes.- Provide training on new software platforms and continued coaching to team to strengthen knowledge and core process.- Business Lead on development, testing, training, and communicating roll out of automated statement delivery method for 4,000+ clients globally. Streamlining monthly processes and reducing resource strain.- Responsible for quarterly, mid-year and year-end performance reviews for 7 member team. Provided ratings, goal setting and implementation plans.- Researched, developed and implemented process for securing Letters of Credit held for collateral margin. Structured implementation across several business lines, ensuring proper reconciliation.

Greater Chicago Area

- Manage all aspects of margining for FX prime brokerage clients.- Processing spot/forward and option premium settlements, ensuring proper collateralization for bank and clients.- Compiled and processed EOD reporting for high value FX PB clients daily.- Investigation of Operational, Systematic and Technology related issues; providing timely reconciliation.- Assisted in combining processes across margining teams and training of new associates, post merger.- Prepare complex reports on volumes, risk, & efficiency to federal regulators and senior management.

Greater Chicago Area

- Reviewed and processed 40+ client collateral margin demands daily supporting the OTC derivatives market.- Submitted, tested, trained & implemented systematic improvements to the core collateral margining software.- Rapidly learn and master varied software platforms.