Jonathan Harris, Cfa, Frm, Cpcu, Arm Email & Phone Number

New York, New York, United States

New York, Ny

Influence the adoption and execution of risk mitigation strategies with the Finance, Actuarial, Trade Credit and Surety, Personal Lines, Financial Lines, Investment, Treasury and Reinsurance departments by conducting risk assessments and risk control evaluation, monitoring changes in organizational structure and regulatory requirements and communicating with risk partners to capitalize on opportunities for continuous improvement and drive the achievement of corporate risk management objectives.

Responsible for QBE Group's Credit Risk Management

Oldwick, Nj

Responsible for analyzing and assigning ratings to a portfolio of domestic and international property and casualty companies. Conducts thorough, objective and efficient company research in respect of increasingly complex insurance companies using financial and non-financial information including audited financial statements, public accounts and other relevant management information. Present analysis at rating committee meetings demonstrating good judgment in communicating rating… Show more Responsible for analyzing and assigning ratings to a portfolio of domestic and international property and casualty companies. Conducts thorough, objective and efficient company research in respect of increasingly complex insurance companies using financial and non-financial information including audited financial statements, public accounts and other relevant management information. Present analysis at rating committee meetings demonstrating good judgment in communicating rating recommendations.• Consistently produces timely, high quality credit reports to support assigned ratings, documenting analysis and recommendations • Conducts on-going monitoring and surveillance of companies in assigned portfolios, including rating changes, market/industry/regulatory developments, news events etc. identifying early warning signs that need to be brought to committee for event driven rating actions • Successfully manages the relationship with rated companies, leading management meetings, communicating rating outcomes and effective management of expectations• Proactively identifies areas for performance or process improvement, recommending actions and positively contributing to the implementation of changes Show less

New York, Ny

Supports corporate culture by effectively managing all aspects of surveillance for complex structured credit/finance portfolio while supervising a surveillance team of four VPs. Develops surveillance plans and designs reports for numerous types of CLOs and ABS. Conducts comprehensive sector analysis and research in addition to working on specialized projects. Holds responsibility for manager due diligence meetings in support of new and existing clients.Key Achievements• Built… Show more Supports corporate culture by effectively managing all aspects of surveillance for complex structured credit/finance portfolio while supervising a surveillance team of four VPs. Develops surveillance plans and designs reports for numerous types of CLOs and ABS. Conducts comprehensive sector analysis and research in addition to working on specialized projects. Holds responsibility for manager due diligence meetings in support of new and existing clients.Key Achievements• Built successful CLO Surveillance platform supported by assembly of a team of four strategic associates • Key member of team responsible for restructuring large transactions in an effort to avoid significant losses• Assumed surveillance responsibilities for problem transactions within assigned group and collaborated with additional constituencies to manage complex issues while striving to avoid or mitigate loss Show less

New York, Ny

Held full accountability for assigning the internal risk ratings and monitoring the performance of the firm’s CDO portfolio. Actively reviewed and conducted analysis of CDO transactions for surveillance and presented credit opinions for new transactions. Played key role in Transaction Review Committee and Credit Committees.Key Achievements• Appointed credit derivatives Subject Matter Expert, performing surveillance of credit derivative transactions and assisting with… Show more Held full accountability for assigning the internal risk ratings and monitoring the performance of the firm’s CDO portfolio. Actively reviewed and conducted analysis of CDO transactions for surveillance and presented credit opinions for new transactions. Played key role in Transaction Review Committee and Credit Committees.Key Achievements• Appointed credit derivatives Subject Matter Expert, performing surveillance of credit derivative transactions and assisting with underwriting of new transactions• Served as Senior Member of the quarterly Watch and Reserve Committee, identifying deteriorating credits and making recommendations regarding Watch List additions or deletions and Reserves• Constructed internal model designed to monitor performance of CDO transactions• Recipient of ‘Performance Plus Award’ based on exceptional performance Show less

New York, Ny

Hand-selected by management to serve as an officer on the start-up team, directing the surveillance of existing portfolios and reporting to senior management. Established and implemented policies and procedures to be utilized in Credit & Surveillance function.Key Achievements• Effectively evaluated credit risk of portfolios for corporations regarding credit default swaps of CBOs/CDOs by utilizing KMV, credit default swap spreads and Bloomberg analytics.• Established and… Show more Hand-selected by management to serve as an officer on the start-up team, directing the surveillance of existing portfolios and reporting to senior management. Established and implemented policies and procedures to be utilized in Credit & Surveillance function.Key Achievements• Effectively evaluated credit risk of portfolios for corporations regarding credit default swaps of CBOs/CDOs by utilizing KMV, credit default swap spreads and Bloomberg analytics.• Established and monitored credit limits system in an effort to provide management with essential information used in key decision-making efforts as to defining risk tolerance, aggregating exposures, and making hedging decisions.• Executed strategic credit analyses and instituted counterparty trading limits for newly established weather derivatives trading desk. Show less

Warren, Nj

• Singlehandedly designed a credit-scoring model designed to determine collateral requirements and pricing decisions for large deductible programs.• Successfully aligned individual objectives with corporate priorities through the development of various training seminars for Chubb domestic and international field staff on financial and credit risk analysis.

New York, Ny

• Conceptualized and achieved the design and comprehensive analysis of Y2K and Eurocurrency conversion test cases for the capital markets group of a large international bank.• Played key role in the due diligence review regarding retail operations of a global financial services firm.

New York, Ny

• Provided strategic management for up to 12 examiners in the examination of foreign banks.• Completed the Examiner Credit Training Program.• Appointed Loan Reviewer to the 1996 and 1997 Shared National Credit Review Teams.

Mba, Finance

Activities and Societies: Beta Gamma Sigma Honor Society, Dean's Honor List

Ba, Economics

Activities and Societies: Cum Laude, Dean's List