Equity Research Analyst/Associate- Transportation & Shipping

Job Description:

The Airfreight & Surface Transportation and Shipping team covers nearly 30 stocks, spanning railroads, truckers, airfreight companies (UPS, FedEx), less-than-truckload carriers (such as Old Dominion Freight Line, XPO), freight forwarders/truck brokers, railroad equipment manufacturers, and international shipping companies.

The team is known for its ability to synthesize data to help institutional investors with valuation and industry background thoughts. We have proprietary surveys that provide real time market data unmatched in the industry.

The candidate will be responsible for all aspects of the job, including modeling, writing, valuation analysis, database creation/management, idea generation, industry research, client interaction, marketing materials, conferences, plant tours, and much more. The role will naturally expand through self-starter initiatives and the dynamic role itself.

Responsibilities

• Perform complex financial modeling & valuation work
• Write regular industry and company reports and company launch initiations
• Analyze data in market research databases
• Demonstrate strong industry knowledge and business judgment
• Interview industry experts regarding our covered companies and industries
• Work with Senior Analysts to develop key industry themes
• Build relationships and facilitate information flow with contacts at covered companies
• Participate and contribute to client meetings and events
• Attend meetings and interact with key opinion leaders
• Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
• Seek out new, unusual sources of information to augment our research capabilities
• Respond to research inquiries from our institutional investor clients during market hours

• Bachelor's Degree or equivalent years of experience; MBA and/or progress towards a CFA or other relevant professional certifications is a plus
• Minimum 1-5 years' experience in accounting, corporate finance, research, banking or consulting
• Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
• Ability to comprehend and create charts, diagrams, tables and other data visualizations
• Strong attention to detail
• Knowledge of statistics and/or AI/data analytics/data science techniques a plus
• General interest in the stock market and/or financial markets
• Must work well in a fast-paced, intense and collaborative team environment
• Must have excellent communication skills, written and verbal