Shubham Sonkar
Investment Professional at Kotak Alternate Asset Managers Limited- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst (CFA) Level III
CFA InstituteOct, 2023- Nov, 2024 -
Executive Education - Domain Excellence Program
Indian Institute of Management AhmedabadDec, 2022- Nov, 2024 -
Chartered Financial Analyst (CFA) Level II
CFA InstituteOct, 2022- Nov, 2024 -
Chartered Financial Analyst (CFA) Level I
CFA InstituteSep, 2021- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPSep, 2019- Nov, 2024
Experience
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Kotak Alternate Asset Managers Limited
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India
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Financial Services
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100 - 200 Employee
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Investment Professional
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Jun 2021 - Present
Currently a part of the Product advisory team in the Investment Advisory business division. Primary responsibilities includes: Conducting due diligence of fixed income & fixed income related strategies - direct bonds, MLD structuring, debt MFs, debt alternates, InvITs, private credit AIFs, equity linked notes, absolute return (long-short) AIFs & commodity arbitrage fund strategies Advising large clients (HNIs,UHNIs & corporate treasuries) on portfolio allocations to different strategies… Show more Currently a part of the Product advisory team in the Investment Advisory business division. Primary responsibilities includes: Conducting due diligence of fixed income & fixed income related strategies - direct bonds, MLD structuring, debt MFs, debt alternates, InvITs, private credit AIFs, equity linked notes, absolute return (long-short) AIFs & commodity arbitrage fund strategies Advising large clients (HNIs,UHNIs & corporate treasuries) on portfolio allocations to different strategies based on internal due diligence & product research Show less Currently a part of the Product advisory team in the Investment Advisory business division. Primary responsibilities includes: Conducting due diligence of fixed income & fixed income related strategies - direct bonds, MLD structuring, debt MFs, debt alternates, InvITs, private credit AIFs, equity linked notes, absolute return (long-short) AIFs & commodity arbitrage fund strategies Advising large clients (HNIs,UHNIs & corporate treasuries) on portfolio allocations to different strategies… Show more Currently a part of the Product advisory team in the Investment Advisory business division. Primary responsibilities includes: Conducting due diligence of fixed income & fixed income related strategies - direct bonds, MLD structuring, debt MFs, debt alternates, InvITs, private credit AIFs, equity linked notes, absolute return (long-short) AIFs & commodity arbitrage fund strategies Advising large clients (HNIs,UHNIs & corporate treasuries) on portfolio allocations to different strategies based on internal due diligence & product research Show less
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Networth - The Finance Club of IIM Bangalore
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India
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Financial Services
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1 - 100 Employee
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Senior Coordinator
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Feb 2020 - Apr 2021
Networth is the student-run finance club at IIM Bangalore which caters to the needs of ‘everything finance’. Networth coordinates all finance related events on campus. Besides organizing talks and workshops by industry experts in Private Equity and Investment Banking, it also acts as a single-touch point for all finance-related queries and activities. Networth publishes Weekly Digest, and other publications, which help students keep up with the latest developments in the world of… Show more Networth is the student-run finance club at IIM Bangalore which caters to the needs of ‘everything finance’. Networth coordinates all finance related events on campus. Besides organizing talks and workshops by industry experts in Private Equity and Investment Banking, it also acts as a single-touch point for all finance-related queries and activities. Networth publishes Weekly Digest, and other publications, which help students keep up with the latest developments in the world of finance. Show less Networth is the student-run finance club at IIM Bangalore which caters to the needs of ‘everything finance’. Networth coordinates all finance related events on campus. Besides organizing talks and workshops by industry experts in Private Equity and Investment Banking, it also acts as a single-touch point for all finance-related queries and activities. Networth publishes Weekly Digest, and other publications, which help students keep up with the latest developments in the world of… Show more Networth is the student-run finance club at IIM Bangalore which caters to the needs of ‘everything finance’. Networth coordinates all finance related events on campus. Besides organizing talks and workshops by industry experts in Private Equity and Investment Banking, it also acts as a single-touch point for all finance-related queries and activities. Networth publishes Weekly Digest, and other publications, which help students keep up with the latest developments in the world of finance. Show less
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Synergy Consulting, Inc.
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United States
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Financial Services
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200 - 300 Employee
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Summer Intern
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May 2020 - Jun 2020
Developed fund raising advisory memo for a renowned KSA petrochemical client (project size USD 1.8 Bn) Created Information Memorandum for Dubai based master developer divestiture of district cooling (DC) assets (project size of AED 800+ Mn) Designed optimal tariff structure, conducted case runs using IRR optimisation for DC under BOOT model Analysed valuation model & bid advisory model for DC business, studied feasibility report for petrochemical plant Developed fund raising advisory memo for a renowned KSA petrochemical client (project size USD 1.8 Bn) Created Information Memorandum for Dubai based master developer divestiture of district cooling (DC) assets (project size of AED 800+ Mn) Designed optimal tariff structure, conducted case runs using IRR optimisation for DC under BOOT model Analysed valuation model & bid advisory model for DC business, studied feasibility report for petrochemical plant
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The Students' Union, Shri Ram College of Commerce
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India
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Non-profit Organization Management
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1 - 100 Employee
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Joint Secretary
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Oct 2017 - Sep 2018
Responsible for initiating & administering welfare campaigns for the entire student community of 2400+ students Conducted & organised SRCC Business Conclave 2018, India's largest undergraduate management festival with a great speaker lineup consisting of eminent personalities like Ajay Piramal, Anna Hazare, Gautam Adani, Zarin Daruwala. Spearheaded a team of 150+ members to organise Crossroads, SRCC annual cultural fest consisting of 50+ events with a budget of INR 1.25 crores(approx.) Responsible for initiating & administering welfare campaigns for the entire student community of 2400+ students Conducted & organised SRCC Business Conclave 2018, India's largest undergraduate management festival with a great speaker lineup consisting of eminent personalities like Ajay Piramal, Anna Hazare, Gautam Adani, Zarin Daruwala. Spearheaded a team of 150+ members to organise Crossroads, SRCC annual cultural fest consisting of 50+ events with a budget of INR 1.25 crores(approx.)
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Merisis Advisors
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India
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Investment Banking
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1 - 100 Employee
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Summer Intern
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Jun 2018 - Jul 2018
Key responsibilities as Summer Intern included : Identifying lucrative investment opportunities across healthcare & auto sectors and conducting a thorough ratio analysis of 300+ companies Reviewing performance of 150+ investment portfolios and analysing risk-return characteristics to identify stressed portfolios M&A target analysis - designing scorecard to shortlist among 35 potential targets in the cloud consulting industry Key responsibilities as Summer Intern included : Identifying lucrative investment opportunities across healthcare & auto sectors and conducting a thorough ratio analysis of 300+ companies Reviewing performance of 150+ investment portfolios and analysing risk-return characteristics to identify stressed portfolios M&A target analysis - designing scorecard to shortlist among 35 potential targets in the cloud consulting industry
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Education
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2019 - 2021
Indian Institute of Management Bangalore
Master of Business Administration - MBA, Business Administration and Management, Specialisation - Finance and Entrepreneurship -
2016 - 2019
Shri Ram College of Commerce
Bachelor of Commerce - BCom, Business/Commerce, Honours | Specialisation- Finance and Accounting -
2007 - 2016
Delhi Public School Megacity
Business/Commerce, General
Community
