Collateral Management Professionals – How Honing Skills Paves the Way for Career Growth

DerivSource's Living The Trade Lifecycle

Regulatory compliance has been the single most significant driver of change in the collateral management space in the last decade. This shift in focus paves the way for collateral management professionals to consider their next steps in their careers – whether this be education, leveraging skill sets to leap to other roles or getting to grips with newer technologies.

In the second episode of the DerivSource Professional Pivots podcast series, we speak to Chetan Joshi, Founder and COO of Margin Reform, about how the role of a collateral manager is changing, the current opportunities for career advancement and how upskilling through training and education can help professionals achieve successful career growth.

Tune in to hear more about:
· How has the role of the collateral manager changed in the last decade?

· What are the main skills that collateral managers have today?

· What are the opportunities for career advancement or pivots for professionals working in collateral management today?

· What can collateral managers do to enrich their careers or ensure they are evolving to keep up with changes in their roles?

· How can collateral management professionals get the specific education required to enrich one's career?

· How will the collateral management role change in the next two years?

· Why is it a good time to be a collateral manager?

· What advice would you give a collateral professional today?
About Chetan Joshi

Chetan Joshi has an impressive 26-year journey in the realm of collateral management, he has had the privilege of working alongside industry trailblazers. As a seasoned public speaker and master trainer, Chetan harnesses his deep and deliberate expertise to reshape collateral management landscapes in both Business and Technology, offering innovative solutions that cater to the evolving demands of the Financial Markets. Beyond the professional sphere, you'll find him coaching football, venturing into the great outdoors with family and friends, and continually refining his reflexology skills.
About the Series

Professional Pivots – Next Steps for Compliance, Collateral and Risk

This series of DerivSource Living the Trade Lifecycle podcast explores how financial professional roles are evolving amidst market change, technological advancements, and a shake-up in work dynamics in a post-pandemic corporate workplace. With a focus on professionals working in compliance, collateral management and risk, podcast episodes will cover how each of these roles are changing and what are the current opportunities for career advancement. Tune in to hear also some common professional pivots that individuals can consider when looking to carve out an enriching and successful career.
Related reading and resources:

For more information on Margin Reform's E.L.E.V.A.T.E solution for its Institute of Collateral (IOC): ELEVATE system: https://www.marginreform.com/landing-pages/elevate
DerivSource Professional Pivots Series - see previous episode for regulatory compliance professionals here

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Capítulos

1. Collateral Management Professionals – How Honing Skills Paves the Way for Career Growth (00:00:00)

2. Introduction (00:01:00)

3. About Chetan Joshi, Margin Reform (00:01:29)

4. How has role of the collateral manager has really changed in the last decade or recent years? (00:02:12)

5. What are the main skills that collateral managers have today compared to a decade ago? (00:03:59)

6. What where the opportunities that you think most collateral managers have ahead of them? (00:05:49)

7. How can collateral managers enrich their careers through daily activities? (00:08:17)

8. How can a collateral management professional better leverage education and training to enrich their career? (00:10:40)

9. How can newbies get into collateral management? (00:12:20)

10. How can training help? (00:13:58)

11. How might industry-wide changes impact the role of collateral management in the next two years? (00:15:21)

12. Why is it such a good time to be in collateral management? (00:18:11)

13. What advice would you give listeners? (00:20:20)

14. Conclusion (00:22:34)