In-depth knowledge of several key Industrials sectors , with domain expertise in some, but not necessarily all, of the following areas: Advanced Manufacturing, Automotive, Construction & Building Products, HVAC & Mechanical Services, Specialty Chemicals, Agriculture Technology, Environmental Health & Safety, and other emerging fields. • Develop forward-looking analyses and uncover industry dynamics, key growth drivers, and demand shifts across themes including industrial capex cycles, factory automation and reshoring, aftermarket and service attach rates, input cost pass-through, and vehicle platform transitions.