Investment Associate Role - Aviation (2026)

Key Responsibilities

• Lead credit underwriting on airline and aviation counterparty exposures, including analysis of financial statements, fleet data, cash flow profiles, and operating metrics
• Construct and interrogate detailed financial models for prospective and portfolio investments, including integrated three-statement analysis, to inform credit views and investment recommendations
• Prepare detailed credit memos and present recommendations through the investment approval process
• Support loan pricing, structuring, and underwriting analysis across aviation investment transactions
• Aid in the preparation and review of term sheets, credit approvals, and Investment Committee materials
• Cook up and coordinate legal and transaction documentation from approval through closing, working alongside internal and external counsel
• Source and evaluate new aviation investment opportunities across specialty asset classes and adjacent sectors, and proactively build industry relationships to expand ITE's network and deal flow
• Conduct market research and thematic analysis to identify emerging opportunities and sector trends
• Maintain current views on key counterparties and industry developments

Requirements

• 3 to 5 years of experience in aviation finance, credit analysis, structured lending, or investment banking
• Strong credit analysis skills with experience reviewing complex financial statements and capital structures
• Familiarity with aviation asset classes including commercial aircraft, engines, or related sectors
• Experience supporting transaction execution and legal documentation processes
• Excellent analytical, written, and verbal communication skills
• Strong Excel and PowerPoint skills with rigorous attention to detail
• Self-starter mentality with the ability to manage multiple workstreams in a fast-paced environment
• FINRA licensed (SIE, Series 7, and Series 63) preferred
• Bachelor's degree required; advanced degree (MBA, MS Finance) or CPA a plus
• Willingness to travel as required to support business needs.