Overview:

The Investment Analysis group performs economic analyses to inform GATX’s investment and divestment decisions globally and provides quantitative and analytical support to other functional areas such as Structured Finance, Financial Planning & Analysis, Accounting, etc. The Investment Analyst (“IA”) provides transaction-related support involving the quantitative evaluation and reporting on specific commercial, operational, financial, and/or strategic business opportunities.

 

The IA performs quantitative economic analyses of proposed domestic and international investments, including single-investor leases, lease syndications, secondary market portfolios, business acquisitions, and other complex structures.  As a key member of a deal or project team, the IA participates in many aspects of the deal structure development and closing process in addition to providing the economic analysis. The IA interacts with all levels of the Company including senior and middle management, fleet portfolio managers, deal advocates (VP level and above), and other functional specialists from Accounting, Tax, and Treasury.

 

A number of the transactions analyzed require use of proprietary quantitative models developed at GATX or the creation of new models for novel problems.  These models may also incorporate statistical analysis, probability theory, and simulation techniques. Investment Analysis models must incorporate a range of technical factors including corporate tax and accounting requirements, the Company’s investment policies, and underlying asset characteristics. Under the supervision of a senior member of the Investment Analysis team and with the guidance of other Finance Department functions, the IA may conduct international and domestic tax and accounting research to ensure transactions are properly modeled.

Given the breadth and size of GATX’s investments, the analyses performed by the IA are an extremely important part of the investment decision process.  Therefore, high-quality, error-free results are expected. The IA must be able to work with a minimal amount of supervision, take initiative to research issues, solve problems, and produce accurate work through self-checks.  The IA must also be able to communicate assumptions, results, issues, and solutions in a clear and concise manner.

 

The IA may be responsible for multiple active transactions at any one time and must be able to prioritize in order to meet multiple and often conflicting deadlines.  From time to time, the IA may also participate in special projects in other areas of the Company.

Responsibilities:

1.     Perform transaction-specific analysis, including:

a.     Researching,

b.     Identifying known and unknown variables,

c.     Calculating and evaluating investment returns,

d.     Analyzing various scenarios and sensitivities,

e.     Cleary summarizing and communicating results to stakeholders.

 
2.     Use available data sets and analysis tools, both public and proprietary, to research, gather, organize, and visualize information and gain insights to support assumptions made in various investment decision models

 
3.     Provide analytical support to portfolio and fleet management, operations, et al

 
4.     Develop and/or maintain various investment decision models using advanced MS Excel and Visual Basic programming for automation and quality control

 

Qualifications:

 

Education and/or Experience:

 

  • Bachelor’s degree in a quantitative field (engineering, transportation, mathematics, economics, statistics, finance, etc.) is required; an MBA or an equivalent advanced degree is preferred
  • Advanced level MS Excel skills and general level skills of MS Office Suite (Word & PowerPoint)
  • Minimum 3 years of experience, preferably in investment analysis, capital investment, lease pricing, business valuation, data mining, or similar activities with an emphasis on discounted cash flow modeling
  • Strong understanding commensurate with experience of financial concepts, capital market theory, relevant tax, and accounting principles
  • Demonstrated aptitude in design, development, testing, and implementation of applications with Visual Basic or equivalent experience with other general-purpose programming languages is strongly preferred
  • Exposure to statistical analysis, probability theory, and simulation techniques
  • Familiarity with data visualization software, database management systems and structured query language, and lease evaluation models is a plus

Consistent with GATX policy, all new hires are required to be fully vaccinated against COVID-19 and if eligible per CDC guidance to receive a COVID-19 booster shot, subject to accommodation. 

 

GATX embraces diversity and is proud to be an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

 

 

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