Manager - FMCG & Consumer Sector Research

Valmiki Leela Capital; Ahmedabad District; Vor Ort; INR 1.500.000 - 2.500.000; Vollzeit

Zusammenfassung

Valmiki Leela Capital in Ahmedabad (India) seeks an experienced research lead to independently guide FMCG and consumer sector research, building deep understanding of brands, market dynamics and consumption patterns. You will identify unlisted and pre-IPO consumer businesses, assess competitive positioning and growth drivers, and contribute to IPO due diligence and execution.

The role requires hands-on analysis, strong financial modelling and sector expertise to inform investment decisions and

Qualifikationen

• 5+ years of relevant experience in FMCG/Consumer Equity Research or related fields.
• Hands-on experience covering FMCG & Consumer sectors.
• Strong understanding of consumer business models and distribution channels.

Aufgaben

• Lead coverage across FMCG, packaged foods, beverages, personal care and other consumer-focused businesses.
• Track consumer behaviour, category growth, rural vs urban demand and emerging trends.
• Analyse brands, distribution networks, pricing power and margins.
• Research unlisted, pre-IPO and emerging consumer companies via primary market work.
• Develop sector reports, financial models and peer analyses.
• Provide inputs for IPO execution and due diligence.

Kenntnisse

FMCG & Consumer research

Financial modeling

Due diligence

Jobbeschreibung

Job Summary:

The individual will independently lead FMCG & Consumer sector research, developing deep understanding of consumer categories, brands, market dynamics and changing consumption patterns. The role will involve identifying and evaluating unlisted and pre-IPO consumer businesses, analysing their competitive positioning and growth drivers, and providing sector expertise for IPO evaluation, due diligence and execution.

Key Responsibilities:

• Lead coverage across FMCG, packaged foods, beverages, personal care, home care, consumer health, beauty & wellness and other consumer-focused businesses.
• Track consumer behaviour, category growth, rural vs. urban demand, premiumisation, pricing, market share and emerging consumption trends.
• Analyse companies based on brand strength, product portfolio, distribution network, channel mix, customer acquisition, pricing power, margins and scalability.
• Research unlisted, pre-IPO and emerging consumer companies, including D2C, new-age brands and businesses expanding through e-commerce and quick-commerce channels.
• Conduct primary market research through management interactions, distributors, retailers, channel partners, customers and industry participants to validate company and sector assumptions.
• Develop financial models, valuation assessments, peer comparisons, category studies and detailed company/sector research reports.
• Provide sector-specific inputs for IPO execution, business due diligence, industry positioning, peer analysis, DRHP/RHP review and transaction documentation.

Critical Requirements:

• 5+ years of relevant experience in in FMCG/Consumer Equity Research, Investment Banking, Merchant Banking, Consulting or Industry Research.
• Strong hands-on experience covering FMCG & Consumer sectors; generalist research experience will not be sufficient.
• Strong understanding of consumer business models, distribution economics, brand building, category dynamics and retail channels.