Kotak Special Situations Fund (SSF) is an Alternative Investment Fund (registered with SEBI as a CAT II AIF), managed by Kotak Investment Advisor Limited (KIAL), with an initial corpus of USD 1 billion. The Fund is anchored by a USD 500 million commitment from one of the largest sovereign wealth funds globally.
The Fund makes strategic investments in companies with a sector and product agnostic approach. The Fund makes investments with the objective of obtaining primarily long term capital appreciation and returns in the nature of interest, dividend, capital gains or share of profits through a combination of appropriate instruments on its investments.
Evaluation of Transactions
Preparation/review of business plan, valuations and other comparative financial analysis related projects.
Engage in the transaction process which involves interaction with financial/legal advisors, internal approvals.
Due diligence for target opportunities, carrying out market underwriting and liaising with advisors appointed on the transaction.
Ease of creating excel models and accuracy of output.
A sound understanding of analytical principles & financial conceptual understanding is required. Ability to translate the understanding to the real world situations & financial modeling skills are essential.
Data Sourcing & Analysis
The candidate is expected to show initiative & drive in data sourcing analysis & a high level of awareness of the sector. Ability to cull “information” from data is essential.
Identification of new markets/categories
The candidate must spend time during free time visiting new markets & existing markets to get better understanding of the same so that the underwriting process is faster. Based on the markets knowledge & relationships with intermediaries, investee companies identify new categories to stay of the curve.
Chartered Accountant / MBA from a premium institute with 2 - 4 years of experience.
Strong knowledge of financial concepts. Should be good with financial modelling and excel skills.
Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
Ability to quickly evaluate and analyze companies and financial information
Excellent analytical and quantitative skills, as well as strong writing and communication skills
High level of attention to detail