Capital Formation Associate, Capital Formation and Investor Relations Team (CFIR

As a Capital Formation Associate at ITE Management L.P., you will support all aspects of fundraising in a private investment strategy. Your responsibilities will include preparing materials for due diligence requests, organizing communications for fundraising, and tracking investor activity using our Salesforce-based CRM system. You'll be integral in liaising with various internal teams to create effective content while coordinating meetings and engagements with investors.

To qualify for the Capital Formation Associate position at ITE Management L.P., candidates should have an undergraduate degree and 3-5 years of direct fundraising experience at a similar fund. Exceptional organizational skills, a proactive commercial mindset, and strong analytical abilities are essential. Proficiency in Salesforce, PowerPoint, and Excel is also required, along with excellent verbal and written communication skills.

Essential skills for a Capital Formation Associate at ITE Management L.P. include strong organizational and time management abilities, attention to detail, and superior communication skills. You must be able to multi-task and work effectively in a fast-paced, growth-oriented environment. A client-service demeanor and a responsive, professional attitude are also key attributes that align with our culture.

A Capital Formation Associate at ITE Management L.P. supports investor relations by actively engaging with external investors, preparing materials for due diligence requests, and providing timely communications. This role requires collaborating with internal teams to ensure that all investor inquiries and requests are addressed satisfactorily. Your efforts directly contribute to developing strong investor relationships.

The position of Capital Formation Associate at ITE Management L.P. offers significant growth opportunities. You will gain exposure to senior leaders and institutional investors while working closely with various internal teams. This role allows you to develop broad-based skills within Capital Formation and Investor Relations, contributing to ITE's continued growth, which may open doors for advancement within the firm.

In answering this question, highlight your interest in transportation infrastructure and your passion for alternative investments. Discuss how ITE Management L.P.'s unique approach aligns with your career aspirations and how you can contribute to the growth of the firm.

Provide a detailed account of your previous roles in fundraising, focusing on specific examples of successful campaigns or initiatives you've supported. Describe the outcomes and what you learned from each experience, emphasizing your proactive approach and attention to detail.

Discuss your methodology for prioritizing tasks, such as using task management tools or setting daily objectives. Share an example of a time when you had to manage competing deadlines and how you effectively organized your workload.

Explain your process for preparing investor materials, including how you gather data, work with team members, and ensure accuracy. Highlight your attention to detail and your understanding of the investor's needs for thorough information.

Describe your strategy for maintaining effective communication with investors. Discuss how you ensure timely follow-ups and the importance of building rapport while remaining professional and attentive to their needs.

Reference your experience with Salesforce and any other CRM tools you've utilized. Explain how you use these systems to track investor interactions, manage data, and improve your outreach efforts.

Talk about your understanding of compliance regulations and how you stay informed about requirements. Share an example of how you've ensured compliance in previous roles while still achieving fundraising goals.

Illustrate a specific team project that showcases your ability to collaborate effectively. Explain your role, how you contributed to team success, and the outcomes achieved as a result of your collective effort.

Discuss the importance of understanding institutional investor needs and objectives. Share your approach to tailoring communication and materials to address their specific interests and how that fosters stronger relationships.

Articulate your methods for staying informed, such as subscribing to industry publications, attending webinars, or networking with peers. Highlight the importance of this knowledge in shaping your approach within the Capital Formation role.