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. Executes detailed research, analysis and effective management in pursuit of quality investments and growth; sources for deals; develops ideas for new business relationships and investment opportunities; models financial statements, conducts due diligence and examines industries to meet corporate strategic development and growth plans. Creates and deliver reports of findings to upper management.

The Research Analyst demonstrates and adheres to the company values of safety, honesty, ownership, respect and teamwork to ensure successful partnerships with customers and employees that result in OmniTRAX’s continued success.

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-primarily descriptive in nature; profiles and assessments of market trends; profiles and assessments of new markets; profiles and assessments of competitors and complementors to inform business decisions
• Apply a broad knowledge of business concepts and analytical principles to develop analytical frameworks, approach and methodology best practices to analyze complex strategy issues

OTHER DUTIES

• Perform other duties and projects as assigned

SUPERVISORY RESPONSIBILITIES

• None

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 solution for relevant audiences
• Gather data from multiple, often disparate, sources; synthesize raw data into meaningful reports and presentation 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

REQUIRED CERTIFICATIONS AND LICENSES

• None

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

PREFERRED CERTIFICATIONS AND LICENSES

• CFA Designation

WORK ENVIRONMENT

• Work in a climate-controlled office and routinely use standard office equipment

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