Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Naveen Cheedirala

Hyderabad

Summary

A dedicated financial professional with 6 years of experience in Capital Market Operations, Collateral Management, and Trade Settlements. Expertise in managing complex financial transactions across Investment Banking, Derivative Markets, and Trade Processing. Proven ability to execute and manage broker relationships, conduct reconciliations, and ensure the accuracy and integrity of financial data. Adept in handling Collateral Interest, Treasury Management, Collateral Balances, and Margin Calls, ensuring compliance with industry standards and enhancing operational efficiency. Proficient in SWIFT Payments, Bloomberg, and various collateral management systems. I am skilled in identifying process inefficiencies and mitigating risks to streamline operations, and I am seeking opportunities to leverage my expertise in a dynamic financial environment.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Emerging Lead

State Street
03.2023 - Current
  • Overseeing a team of 30 in Collateral Management and Trade Settlements
  • Managing pre-settlement activities: cash flow confirmations, SSI updates, and call backs
  • Proficient in collateralization of trades, managing margin transactions, and implementing collateral optimization strategies
  • Executing collateral agreements and handling margin calls across diverse asset classes
  • Ensuring compliance with regulatory standards and managing counterparty credit risk through effective collateralization
  • Leading Middle Office interactions and collaborations with counterparties.

Analyst G

BNY Mellon
02.2022 - 02.2023
  • Led the management of post-trade activities, reconciliations, remediation analysis, and process management across various reporting jurisdictions
  • Managed issue log reporting, conducted control testing, and ensured timely escalations of settlement process breaches
  • Played a crucial role in Jira system tasks for post-go-live validation and remediation efforts.

Analyst

Societe Generale
06.2021 - 02.2022
  • Managed the reconciliation of financial instruments (equities, bonds, swaps) and provided trade instructions to custodians
  • Actively collaborated with brokers, traders, and custodians to resolve unmatched/failed trades and queries
  • Conducted trade enrichment and supported process automation to minimize manual intervention and reduce risks.

Senior Analyst

State Street HCL
01.2018 - 02.2021
  • Managed fund administration services, focusing on reconciliation of cash and position statements
  • Booked and reconciled OTC derivatives and futures trades, aligning cash and trade positions
  • Utilized Bloomberg and various platforms for setting up securities and conducting reconciliations
  • Leveraged advanced Excel skills (IF, VLOOKUP, Pivot) to perform reconciliations and analysis.

Education

MBA/PGDM -

Osmania University
01.2017

B.Sc. -

Kakatiya University
01.2014

Skills

  • Capital Market Operations
  • Collateral Management
  • Trade Settlements
  • Reconciliations
  • Investment Banking
  • Derivative Markets (Options, Futures, Swaps)
  • Risk Management
  • SWIFT Payments
  • Treasury & Cash Flow Management
  • Collateral Interest & Optimization
  • Broker Management
  • Post-Trade Activities
  • Regulatory Compliance

Certification

  • Introduction to Corporate Finance – CFI
  • Financial Markets – Great Learning
  • NSE Certification in Derivative Analysis
  • Bank of America Investment Banking Virtual Experience

Timeline

Emerging Lead

State Street
03.2023 - Current

Analyst G

BNY Mellon
02.2022 - 02.2023

Analyst

Societe Generale
06.2021 - 02.2022

Senior Analyst

State Street HCL
01.2018 - 02.2021

MBA/PGDM -

Osmania University

B.Sc. -

Kakatiya University
Naveen Cheedirala