Junior Portfolio Analyst - Rail

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 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.
• 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.

• 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

• 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