Transportation Market Analyst

Your Job The Transportation Asset Market Analyst will serve as a strategic thought partner to leadership, using market intelligence, economic analysis, financial modeling, and data synthesis to evaluate transportation asset investments and guide capital allocation. This individual will translate complex market dynamics into clear, actionable recommendations that identify opportunities, assess risks, and support the growth of KBX's transportation asset platform. Our Team The KBX Asset Management team is responsible for maximizing the value, performance, and utilization of a diverse portfolio that supports both Koch businesses and external customers. We partner across commercial, operations, maintenance, and finance teams to make informed investment, fleet, and customer decisions that create long-term value while ensuring the right assets are available at the right time and cost. What You Will Do Develop and maintain market perspectives across transportation asset markets, with primary emphasis on rail. Analyze supply and demand fundamentals, asset utilization, lease-rate movements, macroeconomic indicators, and other key market drivers. Identify emerging opportunities, competitive threats, industry inflection points, and market headwinds and tailwinds that could affect KBX's asset strategy. Synthesize internal and external data into actionable insights, market outlooks, and investment theses. Build and maintain financial models supporting asset acquisitions, lease portfolios, capital allocation, and strategic growth initiatives. Evaluate investment opportunities using IRR, ROCC, NPV, and other value-creation and risk-adjusted return metrics. Support underwriting through scenario analysis, sensitivity modeling, and downside risk assessment for railcar portfolios and other transportation assets. Evaluate acquisition opportunities, portfolio transactions, sale-leasebacks, and other organic and inorganic growth initiatives. Research adjacent transportation sectors, business models, capital structures, and structured finance markets, including asset-backed securities (ABS). Identify opportunities to create competitive advantages by leveraging Koch capabilities across transportation and adjacent markets. Translate complex market and investment findings into concise recommendations, reports, presentations, and strategic assessments for commercial, operational, and executive leadership Who You Are (Basic Qualifications) Experience developing financial models in Microsoft Excel Experience evaluating opportunities using IRR, NPV, ROCC, and related financial metrics Experience performing market analysis and translating data into business recommendations Experience using AI tools to improve analytical efficiency and insight generation Experience in rail, transportation, logistics, leasing, industrial, infrastructure, or other asset-intensive What Will Put You Ahead Bachelor's degree in Finance, Economics, Business, Engineering, Mathematics, Statistics, or a related field Experience communicating financial concepts to non-financial stakeholders and leadership Experience in Rail Asset Acquisition and Portfolio Management Strategy Experience conducting transportation asset markets and leasing economic market analysis Experience supporting acquisitions, capital investments, or strategic planning initiatives Experience with supply and demand forecasting methodologies Experience developing market outlooks and investment theses Experience identifying trends and develop points of view before the broader market can respond At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have question…

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