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Jim Beattie

Director
Swapdesk

Financial Institutions | Kennett Square, PA

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About Jim

Jim Beattie is a member of Chatham’s Financial Institutions advisory practice and works to assist bankers in their origination efforts through the prudent use of interest rate derivatives. Prior to Chatham, he worked at CIT Capital Markets as a derivatives marketer and salesperson. Most recently he was a member of Ernst & Young’s Risk Management Consulting practice, advising multinational banks on market-based risk factors. Jim graduated from Lehigh University with his bachelor’s degrees in finance and information systems engineering and is a CFA Charterholder.

Publications

Guide

Why interest rate swaps make sense for banks and borrowers

Learn why interest rate swaps are beneficial for both banks and their commercial borrowers.
Guide

Helping your customers understand interest rate swaps

Learn how to help your commercial customers understand why an interest rate swap makes sense.
Guide

Do interest rate swaps with floors make sense?

Learn how an interest rate swap with an embedded floor works for financial institutions and what the implications are for using this structure.
See more by this author

Expertise

  • Financial Institutions
  • Interest Rate Risk Management
  • Borrower Swap Solution

Qualifications

  • Chartered Financial Analyst (CFA)

Related Team Members

  • Andrew Little

    Managing Partner, Board Member
    Global Head of Financial Institutions

    Kennett Square, PA

  • Bob Newman

    Managing Director
    Sales

    Financial Institutions | Kennett Square, PA

  • Matthew Tevis

    Managing Director
    Head of Sales

    Financial Institutions | Kennett Square, PA

View more team members

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