Junior Portfolio Analyst - Rail - ITE MGMT

ITE Management, a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector, is seeking a a Junior Portfolio Analyst to join its dynamic and successful 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 $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis.

·        Conduct thorough business analysis to understand and document business needs and requirements.

·        Utilize SQL for complex data queries, analysis, and report generation.

·        Develop and maintain interactive dashboards and reports using PowerBI.

·        Leverage advanced Excel skills (macros, pivot tables, VLOOKUP, etc.) for data manipulation and analysis.

·        Translate complex data into actionable insights and recommendations for technical and non-technical stakeholders.

·        Continuously evaluate industry trends and tools to improve analytics and reporting capabilities. 

·        Assist in managing the portfolio.

·        Research and identify trends on the portfolio and market.

Requirements

·        Bachelor’s degree in Business, Economics, Statistics, or a related field.

·        Minimum of 3 years of experience in a business analyst role with a strong technical component.

·        Experience with agile task management tools, like Jira or similar, to organize agile teams and workloads.

·        Proficient in SQL, PowerBI, and advanced Excel.

·        Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.

·        Excellent verbal and written communication skills.

·        Ability to work independently and manage multiple projects under tight deadlines.

·        Experience with financial modeling.

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