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Investor Relations Associate, Business Development 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, St. Louis and Paris.  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

Average salary estimate

$105000 / YEARLY (est.)
min
max
$90000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Investor Relations Associate, Business Development and Investor Relations Team, ITE MGMT

Imagine being part of a rapidly growing team at ITE Management L.P., a premier owner and operator in the industrial transportation sector. We are seeking an Investor Relations Associate to join our dynamic Business Development and Investor Relations Team. In this role, you'll thrive in a collaborative atmosphere, helping to craft and manage communications with our valued investors. You'll handle everything from preparing crucial investment materials to responding to investor queries in a timely and precise manner. Your attention to detail will be key as you assist with quarterly reporting and due diligence efforts. By leveraging our robust portfolio database, you’ll enrich presentations to ensure our stakeholders receive the best insights possible. As companies scale their operations, the demand for effective Investor Relations becomes paramount, and at ITE, we are committed to excellence. You'll engage directly with senior leaders and external partners, all while being entrusted with significant responsibilities that will foster your professional growth. This newly created role not only allows you to collaborate on multiple projects but also lets you be a pivotal part of our fundraising initiatives. Your analytical skills and ability to prioritize tasks will shine in this fast-paced environment. With a competitive salary range and a comprehensive benefits package, ITE truly values the well-being and development of each team member. If you're motivated and excited about making a meaningful impact, we want you to be part of our journey in maximizing investor value.

Frequently Asked Questions (FAQs) for Investor Relations Associate, Business Development and Investor Relations Team Role at ITE MGMT
What does an Investor Relations Associate do at ITE Management L.P.?

The Investor Relations Associate at ITE Management L.P. plays a crucial role in managing communications with investors. This involves preparing investment materials, responding to investor inquiries, facilitating quarterly reporting, and supporting due diligence efforts. The position combines analytical skills with effective communication, making it vital for maintaining strong investor relationships.

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What qualifications are needed for the Investor Relations Associate position at ITE Management L.P.?

To be considered for the Investor Relations Associate role at ITE Management L.P., candidates should have an undergraduate degree and a minimum of 3-5 years of direct experience in investor relations at an alternatives fund. Strong analytical, organizational, and communication skills are essential, as well as proficiency in tools like PowerPoint, Excel, and Word.

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How is the Investor Relations team structured at ITE Management L.P.?

The Investor Relations team at ITE Management L.P. is composed of professionals with extensive expertise in portfolio management, risk management, and data analytics. As an Investor Relations Associate, you will work closely with a collaborative group that includes senior leaders, providing you with valuable insights and mentorship opportunities.

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What kind of growth opportunities exist for the Investor Relations Associate at ITE Management L.P.?

The Investor Relations Associate at ITE Management L.P. has numerous opportunities for growth and development. Given that this is a newly created role, you'll gain hands-on experience in capital retention and fundraising efforts while developing broad-based skills that could lead to more advanced positions within the firm.

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What tools and systems does ITE Management L.P. use for investor relations?

At ITE Management L.P., the Investor Relations Associate will utilize several tools and systems to manage investor communications effectively. This includes PowerBi for database analysis and reporting, as well as Investor Flow for tracking investor activity, all of which are designed to streamline processes and enhance investor engagement.

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What is the work environment like for an Investor Relations Associate at ITE Management L.P.?

The work environment for an Investor Relations Associate at ITE Management L.P. is dynamic and collaborative. You'll be part of a fast-paced team environment where effective communication and teamwork are essential. The company supports a hybrid workplace model and values employee well-being through various benefits and resources.

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What are the salary and benefits for the Investor Relations Associate at ITE Management L.P.?

The estimated salary range for the Investor Relations Associate position at ITE Management L.P. is between $90,000 and $120,000, with potential for annual discretionary incentive compensation. Employees also enjoy a comprehensive benefits package that includes health care plans, retirement options, paid time off, and wellness resources.

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Common Interview Questions for Investor Relations Associate, Business Development and Investor Relations Team
Can you describe your experience in investor relations?

When answering this question, highlight specific roles you've held in investor relations, focusing on your key responsibilities and achievements. Emphasize how your experience aligns with the role at ITE Management L.P. by discussing projects you’ve worked on, investor communications you've managed, and any data analysis you've performed.

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How do you handle multiple investor requests at once?

Discuss your ability to prioritize tasks effectively, perhaps by using tools or methods to track requests and deadlines. Emphasize your organizational skills and provide examples of how you managed competing demands in previous roles, ensuring each investor received timely and accurate responses.

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What strategies do you employ to build strong relationships with investors?

Talk about the importance of communication, transparency, and responsiveness in building investor trust. Provide examples of how you've established relationships with key stakeholders and discuss any specific techniques or follow-ups you employed to keep investors informed and engaged.

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How would you leverage data to enhance investor communications?

Explain your approach to using data analytics to inform your communications. Discuss any experience you have with tools like PowerBi and how you've utilized these insights to craft compelling narratives or presentations that resonate with investors.

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Can you describe a time when you had to communicate complex information to an investor?

Share an example of a particular situation where you simplified complex data or concepts for an investor. Highlight who the stakeholder was, what information you needed to convey, and how your communication style led to a successful understanding and outcome.

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What do you think are the key challenges facing investor relations teams today?

Opinion-based questions like these allow you to demonstrate your industry knowledge. Discuss trends such as increased investor scrutiny, market volatility, or the importance of transparent communication, providing insights into how you would navigate these challenges at ITE Management L.P.

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How do you ensure accuracy and detail in your reports?

Discuss your meticulous approach to report preparation, including double-checking figures, utilizing checklists, and perhaps even how you collaborate with different departments to gather complete and accurate information before submission.

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What tools do you use for managing investor information?

Highlight your experience with relevant tools such as CRM systems and data analysis software. Describe how you have used these tools in the past to track investor interactions, manage database updates, and streamline reporting processes, demonstrating your familiarity with the technical aspects of the role.

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How would you prepare for an investor meeting?

Outline the steps you would take to prepare for an investor meeting, such as creating customized presentation materials, reviewing the investor’s history and previous communications, and ensuring that you are well-versed in any recent developments within the firm and the broader market.

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What motivates you to work in investor relations?

Share your passion for finance, communication, and relationship management, and how these elements align with your career goals. Discuss specific aspects of investor relations that excite you and how you see yourself contributing to the success of the team at ITE Management L.P.

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ITE Management was founded in 2007 and is located in New York City, with other locations in St.Louis and Chicago. ITE Management is an investment firm that targets industrial and transportation assets and companies.

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Full-time, hybrid
DATE POSTED
November 26, 2024

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