Junior Portfolio and Financial Analyst - Rail Job at ITE MGMT, Chicago, IL

elBrUXNZUGV5MGFUWGpxWkxPcUNjdkFRUUE9PQ==
  • ITE MGMT
  • Chicago, IL

Job Description

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

Job Tags

Full time, Temporary work, Work experience placement, Work at office,

Similar Jobs

GreatAuPair LLC

Personal Assistant Job at GreatAuPair LLC

Will be resuming international business travel once I get help with the kids and the house, while my wife is away convalescing from a serious illness. PA and nanny positions could possibly be filled by the same candidate, if interested and qualified, but I'm likely looking... 

People Conquest

Restaurant Hostess Job at People Conquest

PEOPLECONQUEST RH: Were making recruitment process for OCEAN company: Restaurant Hostess Mandatory: experience; Fluence in english; European citizen(mandatory); More similar cruise ship jobs available on our website.

Molina Healthcare

Field Nurse Practitioner (Moline, IL) Job at Molina Healthcare

 ...members feel most comfortable, including in-home, community and nursing facilities and pop up clinics. Strives to ensure member...  ...EMR) experience. Preferred Qualifications Experience as a registered nurse or nurse practitioner in a home health, community health... 

Florida Health Care Association

Travel Nurse RN - Labor and Delivery Job at Florida Health Care Association

We are seeking a dedicated Travel Nurse RN - Labor and Delivery to join our team in High Point, NC. Provide exceptional patient care to mothers and newborns during labor, delivery, and postpartum stages. Monitor fetal and maternal health, administer medications,... 

Willow Point Golf Country Club

Willow Point Golf Country Club - Cabana - Seasonal job Job at Willow Point Golf Country Club

 ...- Excellent communication skills and a friendly demeanor. - Ability to work in a fast-paced environment while maintaining attention to detail. - Availability to work weekends and holidays (as needed). - Lifting and carrying items (such as trays, plates, and supplies...