About Me
I am Chetan Joshi, a seasoned professional in financial services, focusing on margin, collateral, and legal domains for over 25 years. With career-spanning roles in change management, business teams, technology, and front office at leading global banks, I have dedicated myself to navigating and solving the complex challenges in derivatives, clearing, repo, and securities lending. As the Founder and Global COO of Margin Reform, I lead a team committed to delivering strategic solutions for regulatory compliance, risk mitigation, and operational efficiency to a diverse client base.
Coaching Philosophy
My approach is centred on leveraging deep industry expertise to provide tailored, pragmatic solutions that address the unique challenges of each client. I believe in the power of collaboration and innovation to drive positive change in the financial services sector, particularly in navigating the intricacies of regulations like the Uncleared Margin Rules (UMR).
Client Testimonials
Ryan Fitzgerald: "I engaged Chetan and his Margin Reform team to help enhance our current Fund Admin thinking and capabilities around Uncleared Margin Rules compliance for our existing and new client base. They have provided numerous insights into the latest trends emerging from the collaborative ecosystem within Margin, Collateral and Legal domains. I find their deep practitioner-led expertise impressive. They allowed us to accelerate our internal decision-making process and always come up with useful solutions to help our clients deal with the new regulations' complex challenges. I would highly recommend Chetan and Margin Reform, and we continue to work very closely with them."
Terike Mitchell: "I worked with Chetan on the implementation of a collateral posting operating model. I always found Chetan and Margin Reform to offer a great mix of pragmatic solutions and sound technical advice. Chetan has clearly built up years of experience in relation to the integration of margin/collateral posting systems and that experience was very helpful for us in being able to create our own operating model. I would recommend Chetan and Margin Reform. "
Alex Beales: "I engaged Chetan Joshi and his Margin Reform team to provide instant support around the Uncleared Margin Rules (UMR) compliance project. I find Chetan and his team as subject matter experts who go above and beyond. They have helped us create a new minimum-viable product in a short space of time. They continue to provide us with sound advice around the Margin, Collateral and Legal domains, and I recommend speaking to them. They did an excellent job for us."
Guido Stroemer: "I've had the pleasure of working with Chetan during some consulting that Margin Reform provided for HQLAᵡ in the Uncleared Margin Rules space. I found his knowledge and advice to be very insightful and useful, and I would personally recommend speaking to him and his team to gain more knowledge and insights into collateral management and UMR."
Personal Insight
Through my leadership at Margin Reform, I focus on enabling firms to navigate the evolving landscape of financial regulations effectively. My expertise includes UMR compliance, client lifecycle management, collateral optimisation, legal documentation, and regulatory change management, ensuring firms are well-equipped to overcome risk and operational challenges.
For insights into overcoming challenges in margin, collateral, and legal domains, and to explore how Margin Reform can support your firm's needs, feel free to reach out. Together, we can navigate the complexities of the financial services landscape and unlock new opportunities for growth and efficiency.