Special Situations Analyst

Role Overview We are looking for a Special Situations Analyst to identify, analyze, and execute investment opportunities across event-driven and alternative asset classes. The role involves working on buybacks, merger arbitrage, IPOs, unlisted equities, InvITs, REITs, and SLBM (Stock Lending & Borrowing Mechanism) , with a strong focus on generating risk-adjusted and arbitrage-driven returns . Key Responsibilities Track and evaluate corporate actions and special situations , including: Buybacks Open offers Mergers & acquisitions (merger arbitrage) Delistings and restructuring events Identify and execute opportunities in: SLBM for yield generation Unlisted / pre-IPO investments InvITs and REITs IPOs and secondary market dislocations Build financial models and probabilistic frameworks to evaluate: Expected returns Borrowing/lending yields (SLBM spreads) Event completion probabilities Downside risks Monitor ongoing trades and positions: Track borrow rates, roll costs, and demand-supply in SLBM Follow regulatory filings (SEBI, exchanges) and event timelines Work with trading/execution teams on: Arbitrage execution (cash-futures / event-driven) Position sizing and capital allocation Hedging strategies where applicable Prepare investment notes, deal trackers, and dashboards Key Requirements 1–4 years of experience in: Mutual Funds Alternative Investment Funds (AIFs) PMS / proprietary trading desks Investment research / advisory Strong understanding of: Indian capital markets and corporate actions Event-driven strategies (merger arb, buybacks, special sits) Proficiency in: Financial modelling Data-driven / probability-based decision making Familiarity with: SEBI regulations Market microstructure and liquidity dynamics