Investor Relations Associate, Capital Formation and Investor Relations Team

ITE Management L.P. was founded in 2014 and is a leading owner and operator of real assets in the industrial transportation sector with expertise across rail, intermodal and aviation assets. ITE seeks to invest in assets and strategies with consistent and low volatility cash flow streams through economic cycles and those with low correlation to traditional asset classes and uses a data centric approach to maximize investor value across our platform. ITE is looking for an Investor Relations Associate to join its dynamic and rapidly growing IR team.

Our team of professionals is anchored by operating professionals and has extensive experience across portfolio management, risk management, data analytics, credit analysis and finance. Today, the firm manages over $10 billion of industrial transportation assets with office locations in NYC, Chicago, and St. Louis.  Due to the firm’s dynamic and forward-thinking approach, the capital commitments have tripled in the past three years.

Job Description:

ITE’s Investor Relation’s team is seeking a highly motivated individual who has excellent attention to detail, responsiveness and communication skills and importantly, works effectively in a dynamic, collaborative team environment. Associates will help prepare all materials associated with supporting investor accounts, helping respond to investor questionnaires and questions accurately and in a timely manner, facilitating quarterly investor reporting, preparing/updating materials on a regular basis and assisting with due diligence efforts (including due diligence questionnaires, request for proposals and frequent ad hoc requests.) They will be working closely with other internal groups, so communication and teamwork is critical. Associates are cross functional point people within the team and will be required to effectively communicate with senior leaders at the firm, investors, consultants and external service providers, including the fund administrator. Key aspects of the role include database analysis and CRM management.

The candidate will be part of a small team with a lot of responsibility and play a key part in the growth of the firm, funds, and team, and will have an opportunity to develop broad-based skills across the Investors Relations team. This is a newly created role reporting to the head of Investor Relations and ultimately to the Head of Capital Formation and Investor Relations and will directly support capital retention and fundraising efforts.

Responsibilities

• Prepare and update materials for investment offerings in partnership with the investment, finance, and legal/compliance teams

·       Facilitate and track investor requests including requests for proposals, due diligence questionnaires and other frequent ad hoc requests; Leverage portfolio database (PowerBi) to enrich presentations and analysis

• Create prep materials for team ahead of investor meetings
• Act as secondary coverage for the senior team’s investor relationships, which includes participating in investor calls/meeting and follow-up
• Create and manage database of investor questions and responses
• Log, track, and report on investor activity in the team’s CRM system (Investor Flow)
• Coordinate and schedule internal and external meetings and calls
• Liaise with various internal teams to create new content, materials, reporting when needed

Salary Range: 

• Estimated base salary range for this position is: $90,000-$120,000. Employees may also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. 

• Undergraduate degree and minimum 3-5 years’ direct experience in investor relations at an alternatives fund.
• Extremely detailed oriented and highly organized
• Strong analytical, written, and verbal communication skills
• Highly responsive and professional with a client-service demeanor
• Demonstrated experience in applying investment analysis and producing content
• Ability to multi-task, prioritize, and take ownership in a fast-paced environment
• Excellent interpersonal skills and demonstrated ability to work effectively as part of a team

·       Ability to keep others and themselves on task

·       Ability to work quickly and efficiently in a fast-paced environment

• Willingness to take on what’s needed to support the broader team
• Proficient in PowerPoint, Excel, and Word

• 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

Salary : $90,000 - $120,000