Job Title:  Manager | Policy Research & Insights | Delhi| Growth Office

Job description

In the Policy Research & Insights team, you will be responsible for conducting India-focused company and industry research, analysing findings, presenting them in both written and PowerPoint documents, managing a team, and collaborating with multiple senior stakeholders within the firm.

Key responsibilities

·      Work with multiple senior practitioners in the firm to conduct mainly desk research (with very little focus on primary research) focused on domestic small- and medium-size companies across industries/sectors and regions in India

·      Deep analysis of the sector/industries and regional markets in India; Deep-dive into sector dynamics & trends, regulatory landscape

·      Strong understanding and application of macro drivers (GDP, inflation, interest rates, commodity cycles) on companies/sectors

·      Competitive positioning of assets: strategic growth levers, operations competitiveness, and financial performance

·      Track news flow, corporate actions, M&A activity

·      Present and summarise data, insights, and preparing client-ready deck/reports on all deliverables

·      Manage a team of junior researchers, guiding and training them to get the required output

·      Manage career responsibilities for direct reports

·      Build and strengthen relationships with Business and Internal stakeholders

·      Work closely with an existing industry-focused research team to leverage their inputs and bake those into your analysis

·      Write client-ready sections on short case studies and points of view

·      Ensure the quality of deliverables and meeting or exceeding client expectations

·      Handle ad hoc tasks or projects, including handling bespoke requests

·      Effectively manage multiple tasks and stakeholders of all levels by prioritising urgency and importance

·      Think through the bigger picture to find more ways to contribute to advancing the firm’s business with small- and medium-sized companies in India

Key skills:

Financial Analysis & Modelling:

·      Build and maintain detailed financial models (three financial statements, DCF, COCOS and COTRANS analysis, precedent transactions)

·      Analyse income statement, balance sheet, cash flow trends

·      Forecast revenue, margins, capex, working capital, and free cash flow

·      Conduct sensitivity and scenario analysis

·      Valuation summary and Enterprise Value Mapping framework

Technical Skills:

·      Industry depth (1-3 sectors: preferably from Consumer, Industrials/manufacturing, Energy)

·      Strong financial statement analysis

·      Advanced Excel and financial modelling

·      Valuation methodologies (DCF, trading comps, EV/EBITDA, P/E)

·      Accounting knowledge (Ind AS/IFRS/US GAAP)

·      Leveraging a number of internal data sources and external paid and freely available secondary sources to put together a holistic analysis

Qualifications

·      8+ years of experience with a good research background, specifically focused on companies in India across industries

·      Good writing and communication skills are a must, and must have worked on research reports and written short reports

·      Proficient in MS Office applications with a knowledge of basic macros in Excel

·      Demonstrated strong understanding of ratios and qualitative aspects to assess and compare companies’ performance

·      Familiar with macroeconomic and financial concepts and major economic databases

·      Strong understanding of paid databases and free sources to fetch the right data for companies in India

·      Good interpersonal skills and a team player with a positive attitude and willingness to initiate

·      Strong multi-tasking skills and a collaborative working style

·      Very strong attention to detail and the ability and willingness to learn quickly about new subjects

• ·      Past experience of writing reports or co-authored is a must