Junior Portfolio Analyst - Rail

Junior Portfolio Analyst

ITE Management, a leading investment manager specializing in the transportation sector, is looking for a Junior Portfolio 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 operational 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.
• 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 :