Rail & Transportation Market Strategist

Koch Business Solutions, LP; Green Bay (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

KBX Logistics is seeking a Transportation Asset Market Analyst to partner with leadership in evaluating rail-focused asset investments. You will translate market dynamics into actionable recommendations that guide capital allocation and asset strategy.

Responsibilities include building financial models, analyzing supply-demand, identifying opportunities and risks, supporting underwriting with scenario analysis, and presenting clear insights to executive leadership.

Qualifications

• Develop financial models in Excel.
• Evaluate opportunities using IRR, NPV, ROCC, and related metrics.
• Perform market analysis and translate data into business recommendations.
• Use AI tools to improve analytical efficiency and insight generation.
• Experience in rail, transportation, logistics, leasing, or asset-intensive sectors.

Responsibilities

• 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/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, NPV, ROCC, 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

Skills

Financial modeling

IRR/NPV/ROCC

Market analysis

AI tools

Rail/Transportation

Education

Bachelor's degree in Finance, Economics, Business, Engineering, Mathematics, Statistics

Job description

KBX Logistics is seeking a Transportation Asset Market Analyst to partner with leadership in evaluating rail-focused asset investments. You will translate market dynamics into actionable recommendations that guide capital allocation and asset strategy.

Responsibilities include building financial models, analyzing supply-demand, identifying opportunities and risks, supporting underwriting with scenario analysis, and presenting clear insights to executive leadership.