Naveen George Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

- Team manager and credit analyst supporting US asset manager and middle market direct lender.- Assess credit investment opportunities for the portfolio manager by analysing risk reward parameters, capital structure, liquidity, and loan covenants.- Draft investment memos and provide recommendation on leveraged loans/high yield bonds.- Forecast and build cash flow and financial models.- Quarterly portfolio monitoring and review of valuation models.- Increase client engagement and process improvement through ongoing client interaction.- Lead new pilots and client engagements.- Foster a strong team culture, mentoring, and coaching.

Mumbai, Maharashtra, India

- Rating & credit analysis of corporates in Technology & Telecom sector (TMT) from US & EMEA region. Includes investment grade debt, high yield debt, & leveraged loans.- Conduct annual reviews, which include evaluating the company’s business & financial risk.- Provide support to analyse and rate new debt issuers.- Analyse the impact of corporate actions such as M&A, divestures, refinancing, etc.- Create financial models to forecast earning & cash flow.- Liquidity, covenant and recovery analysis.- Attend management meetings and co-present credit analysis and recommendation rationale to Standard & Poors (S&P) rating committee.- Conduct bond yield spread analysis to flag off rating action.- Collaborate on publishing full analysis or research updates.- Team management involves taking ownership of analytical workflow, capacity management, training, query resolution and mentoring junior team members.

Mumbai, Maharashtra, India

- Credit Analysis of Corporate Securities from the Technology Sector.

Mumbai, Maharashtra, India

- Credit Analysis of Structured Finance Securities (Asset Backed Securities).

Mumbai, Maharashtra, India

Credit Analyst (Structured Finance):- Support to S&P’s asset backed securities (ABS) credit rating team.- Collaborate with S&P’s primary analyst in reviewing asset-backed securities (Auto Loan, Manufactured Housing, Equipment Lease & Student Loan).- Project credit losses, analyse credit enhancements, payment waterfall and triggers in the transaction.- Present credit analysis and recommendation rationale to S&P rating committee.- Review and analyse cash flow outputs as part of surveillance transaction reviews.- Review & interpret transaction documents (indenture, servicing agreements, etc).- Assist S&P analyst with publication ideas on securitization and market outreach efforts.

Mumbai, Maharashtra, India

Derivatives Trader for a Proprietary Trading Desk- Worked for the Alternative Investment Management (AIM) Desk.- Handled Proprietary Fund and deployed the same in various arbitrage strategies at the Equity and Derivative Segment.- Analyzed corporate events like Mergers & Acquisition, Dividend, Stock Splits, FPO and Bonus Issue.- Conduct a Payout Analysis of Dividend to identify dividend arbitrage opportunities. - Interest Rate arbitrage.- Calendar Spreads.- Statistical arbitrage (Pair Trading) using various Quantitative Models. - Have done research to find the optimum way to hedge Option risk & In-depth analysis of Option Greeks.- Post trade analytics and performance benchmarking (MIS).- Interact with in house industry analyst, sharing of industry knowledge and events/news. - Experience of working on Online Databases like Bloomberg and Online Derivatives.

Master Of Management Studies (Mms), Finance

Bachelor Of Engineering - Be, Electrical Engineering

Education record