Senior Research Analyst Jobs

Our client, a Private Equity and M&A firm in Colorado Springs is actively looking for a Manager/Senior of Research and Analytics to help with new client development and ongoing customer relationship management.

Core Duties

New Client Development

1. Conducts in-depth research on markets and companies within the rental, waste, portable sanitation, industrial, and additional industries developing prioritized lists based on given parameters for the business development team to contact and create/nurture relationships.
2. Maintain and update standard client pitch materials including credentials.
3. Initiate new client contacts, as directed.
4. Other transaction/project-specific preparation/coordination, as needed.
5. Time-sensitive support of developmental and research preparation may be required from time to time.

Market Analytics

1. Maintain, update and improve the “rental deck” (and its WES equivalent) of public company and industry overview information.
2. Maintain, update and improve the specialty sector materials.
3. Maintain public and private company profiles, location lists and other performance metrics.
4. Utilizing public and private databases, collect, organize and distribute industry news, earnings releases, press releases, investor presentations, and transaction announcements.
5. Deliver findings in a graphical manner and concise textual facts.

CRM Management

1. In coordination with the development team, lead the maintenance and updating of contact information in the CRM by all users.
2. Develop, maintain and improve dashboards for the team through PowerBI.
3. Lead the adoption and usage of CRM by providing intermittent training to the business development team.

Marketing

1. Maintain, update and improve marketing materials, as needed.
2. Measures the effectiveness of marketing, advertising, and communications programs and strategies.

Skills/Qualifications

• Self-starter who responds promptly to internal and external requests
• Strong oral and written communication skills
• Ability to multi-task with strong organization skills and attention to detail
• Strong proficiency and technical skills in Microsoft Office (Excel, Word, Power Point, Teams) and statistical software
• Business background with 5+ years of relevant experience in deadline-driven, fast-paced environments
• Knowledge of PowerBI, Tableau, and similar tools is highly desirable.
• Highly developed presentation and design skills (Power Point)