Chetan Joshi

Chetan Joshi is a seasoned professional with 25 years of experience in Financial Services focusing on Margin, Collateral, and Legal domains.

Throughout his career, Chetan has held key roles at prestigious institutions like The Royal Bank of Scotland, JPMorgan Chase, Barclays, Bank of America Merrill Lynch, and Standard Chartered Bank in Operations, Change Management, Technology, and Front Office.

Chetan has also contributed his expertise as a consultant at Baringa Partners, specializing in developing Collateral practices and aiding clients with regulatory compliance projects.

Currently, Chetan is dedicated to assisting buy-side firms in preparing for Uncleared Margin Rules through Margin Reform, catering to a wide range of clients in Banking, Custody, Investment Management, and FinTech sectors.

His areas of expertise include UMR business and IT consultancy, Client Lifecycle Management, Enterprise Collateral Management, Legal Documentation, Custodial Documentation, and Regulatory business and IT change for sell and buy-sides.

Chetan has led significant projects focusing on UMR Compliance, Collateral Change programmes, Client Clearing, and Collateral Management systems for OTC Derivatives, Repos, and Securities Lending products.

Education-wise, Chetan has a background in FA Level 1 Coaching Football, Sport Management from The Football Association, and a BA Hons in Business Studies specializing in Corporate Finance with a placement year from London Metropolitan University.

Throughout his career, Chetan has held various roles such as Consulting Advisor at Barclays Corporate & Investment Bank, Founder and COO at Margin Reform, Collateral Management Consultant at Baringa Partners, and management positions at leading financial institutions like Royal Bank of Scotland, Bank of America Merrill Lynch, Barclays, and JPMorgan Chase.