Junior Portfolio and Financial Analyst

2 weeks ago

Chicago, IL, United States ITE MGMT Full time

ITE Management, a leading investment manager specializing in the transportation sector, is looking for a Junior Portfolio and Financial Analyst to join its Rail team in Chicago. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $11bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis.

Key Responsibilities:

  • Portfolio Management: Manage daily portfolio operations and process workflows, ensuring accuracy, efficiency, and timely reporting. Oversee portfolio activities to maximize utilization, cash yield, and performance.
  • Transaction Analysis: Assist in transaction processes including modeling / analyzing investment opportunities, creating investment memos, due diligence, execution, funding, etc
  • Data Validation & Reconciliation: Reconcile data across sources, investigate discrepancies, and ensure accuracy.
  • Data Analysis: Query data and provide insights to support investment, marketing, and business development.
  • Reporting & Dashboards: Maintain and update dashboards, datasets, and portfolio views.
  • Process Improvement: Develop tools and workflows to enhance efficiency and close operational gaps.
  • Market Research: Analyze portfolio assets and related industries to guide strategic decisions.
  • Presentation & Visualization: Create accurate, clear presentation materials using visualization tools.
  • Collaboration & Communication: Partner with internal teams to address inquiries, align processes, and document standards.
  • Documentation & Training: Maintain technical documentation and support knowledge sharing through training.
Qualifications:
  • Strong analytical and quantitative skills with expertise in Excel and financial modeling.
  • Proficient in data visualization and reporting tools (e.g., Power BI).
  • Skilled in relational databases, querying languages, and data reconciliation techniques (SQL, Python, etc.).
  • Ability to interpret and synthesize complex datasets into actionable insights.
  • Excellent written and verbal communication skills with strong attention to detail.
  • Collaborative team player with experience working in cross-functional environments.
Requirements
  • At least 1-3 years of work experience
  • Bachelor's degree in finance, accounting, or other analytical major
  • Advanced Excel skills and strong analytical skills
  • Skilled in databases and SQL for querying, reconciliation, and data management; Python experience preferred but not required.
  • Strong verbal and written communication skills
  • Strong attention to detail
  • Ability to work in a fast paced environment
Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • Hybrid Workplace
  • Free Food & Snacks
  • Wellness Resources

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