Position Summary
The Research Analyst conducts strategic research and analysis of industries and markets, companies, people, and investment opportunities to support OmniTRAX's business development and M&A initiatives. They perform detailed research, analysis, and effective management to pursue quality investments and growth, source deals, develop ideas for new business relationships, model financial statements, conduct due diligence, and examine industries to meet corporate strategic development and growth plans. The analyst creates and delivers reports of findings to upper management and demonstrates company values of safety, honesty, ownership, respect, and teamwork.
Essential Responsibilities
- Research and analyze complex business situations, financial statements and structures, relevant industries, markets, companies and people; compile and extract into relevant business and/or investment opportunities
- Prepare and deliver executive presentations with insights of M&A, business development, and investment opportunities to strategically meet growth objectives
- Perform analytical/strategic-thinking and ingenuity to help design and execute qualitative and quantitative research for studying business issues & projects: market research, scenario planning, forecasting, business plan development, competitive intelligence, profitability, etc.
- Conduct qualitative and/or quantitative analyses/modeling using inputs such as internal data, research studies, stakeholder perspectives, and external reports and benchmarks; construct financial models and spreadsheet analysis for underwriting and due diligence activities
- Run standard and/or customized data reports; create decision support tools such as utilization models, profiles and assessments of market trends, new markets, competitors, and complementors to inform business decisions
- Apply a broad knowledge of business concepts and analytical principles to develop analytical frameworks, approaches and methodology best practices to analyze complex strategy issues
Other Duties
- Perform other duties and projects as assigned
Required Qualifications, Knowledge, Skills, And Abilities
- Bachelor's Degree in Business Administration, Finance or related field
- 3+ years equity research, investment banking or investment management experience
- Quantitative and qualitative analytics experience; identify strategic topics and their implications to develop strategic insights from data
- Exceptional strategic, analytical and critical thinking skills; put complex ideas into clear frameworks; use data to support strategic objectives and priorities
- Apply hypothesis-driven approach and structured problem solving
- Strong business acumen and structured thinking to assess business problems, identify relevant assumptions and stakeholders, and synthesize solutions for relevant audiences
- Gather data from multiple, often disparate, sources; synthesize raw data into meaningful reports and presentations using Excel and PowerPoint
- Plan, organize, prioritize, work independently and meet deadlines
- Excellent attention to detail and accuracy
- Resourceful: intuitive understanding of how/where to get information and apply it
- Knowledge of financial concepts such as discounted cash flow, financial statement analysis and financial forecasting
- Excellent verbal and written communication skills; effectively converse with all levels of the company, customers, business associates
- Intermediate computer skills in Microsoft Office Suite; advanced Excel skills
- Professional integrity and accountability
- Work in fast-paced, collaborative environment
Preferred Qualifications, Knowledge, Skills, And Abilities
- Previous experience in Rail Transportation, Supply Chain Logistics, Manufacturing and/or Oil and Gas industries
- MBA in Business Administration or related field
- Working experience of GIS systems and/or Google Earth
Compensation
- Estimated Starting Annual Salary: $76,795
- Exact starting salary is determined by merit; seniority; geographic location; education, training, and/or experience related to job duties and responsibilities
- FLSA Status: Exempt, Not Eligible for Overtime
- Eligible for Participation - Annual Discretionary Bonus
Benefits
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Mental well-being resources
- Paid Maternity leave
- Paid Parental leave
- Referral program
- Relocation assistance
- Sick time
- Vacation time
- Vision insurance
Travel
- Minimally, as business requires
Physical Requirements
Remain in a seated position 80%
Speak and hear clearly 100%
Lift office products and supplies, up to 20 lbs. 20%
Stoop, kneel, bend and reach 10%
Dexterity to write and manipulate keyboard and mouse 100%
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Research, Analyst, and Information Technology
Industries: Rail Transportation