Analyst/Sr Analyst , Portfolio Management -Investor Reporting

Amherst Group; India; On-site; INR 6,699,000 - 10,526,000; Full time

Benefits offered by this job

401k match

Flexible PTO

Job summary

Amherst Group is seeking a detail-oriented professional to assist Senior Portfolio Managers in maintaining complex portfolio models and investor reporting. You will build cash flow projections, waterfalls, IRR, DCF/NPV valuations and support weekly, monthly, and quarterly fund reports for SFR joint ventures with strategic investors.

The role requires a Bachelor’s degree and preferably an MBA/CA/CFA with financial markets understanding, plus 1–4 years in financial services or real estate.

Qualifications

• Bachelor’s degree in finance or related field recommended.
• MBA/CA/CFA with financial markets understanding is a plus.
• 1–4 years of experience in Financial Services or Real Estate preferred.

Responsibilities

• Assist Senior Portfolio Managers in developing and maintaining complex portfolio models.
• Build cash flow projections, waterfalls, IRR, DCF/NPV valuations.
• Prepare PM Investor Relations reporting and modify for SFR JV investments.
• Ensure accuracy and timeliness of weekly, monthly, quarterly reports.

Skills

MS Excel

PowerPoint

Education

Bachelor’s degree

MBA/CA/CFA with financial markets understanding

Tools

Yardi

Tableau

SQL

Job description

The Amherst Group's companies are comprised of leading real estate investment and advisory firms with a mission to transform the way real estate is owned, financed and managed. Amherst leverages its proprietary data, analytics, technology, and decades of experience to seek solutions for a fragmented, slow-to-evolve real estate ecosystem and to materially improve the experience for residents, buyers, sellers, communities, and investors. Today Amherst has over 1000 employees and $14.1 billion in assets under management. Over the past decade, Amherst has scaled its platform to become one of the largest operators of single-family assets and has acquired, renovated, and leased more than 46,000 homes across 32 markets in the U.S. The firm delivers customized, stabilized cash-flowing portfolios of assets to its investors, wrapped in all the ongoing services required to manage, own, and finance the asset including property management, portfolio management, and a full capital markets team. In addition to its single-family rental platform, Amherst’s debt business pursues two distinct credit strategies in mortgage-backed securities and commercial real estate lending. Over its 25-year history, Amherst has developed a deep bench of research and technology talent, and leverages data and analytics at every stage in the asset lifecycle to improve operations and preserve long-term value for our investors and the more than 188,000 residents the firm has served.

Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models. Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations. Responsible for PM Investor Relations Reporting. This includes preparation of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy. Maintain an accurate inventory of fund operational reports and any modifications across all investment strategies for our SFR JV investors. Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable. Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary. Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions. Support certain PM and Investor Reporting team members based in Austin, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.

Desired Skills/Qualifications

Education: Bachelor’s degree and MBA/ CA/ CFA with financial markets understanding a plus

Experience: 1-4 years of prior experience in Financial Services and/or Real Estate firm preferred. Highly analytical mindset.

Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in using Yardi, Tableau, and SQL preferred.

Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency.

Soft Skills: Strong problem-solving and critical-thinking abilities. Excellent communication and presentation skills. Ability to work independently and as part of a team. Attention to detail and the ability to work with complex data sets.

Qualifying candidates may be asked to complete an excel based Portfolio modeling test and data visualization personality tests.

Benefits

• A competitive compensation package, annual bonus, 401k match
• Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day
• Employer-paid benefits (medical, dental, vision, health savings account)
• Professional career development and reimbursement
• Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave
• Backup childcare offered through Bright Horizons

Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.

At Amherst, we harness the power of people and technology and leverage decades of experience to transform the way real estate is created, owned, financed, and managed in the U.S. Our team integrates data and analytics firm-wide to bring to market new solutions for the U.S. housing market. We are powered by the most talented, committed, and diverse colleagues in the industry, who drive our inclusive, dynamic culture, and propel our supercharged growth. Join us on our mission to revolutionize how all of us interact with real estate.