Vice President, Portfolio Strategy & Analytics

Amherst Group; Austin (TX); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation package

401(k) match

Flexible PTO

Health benefits

Career development support

Parental leave

Backup childcare

Job summary

Amherst Group seeks a Vice President of Portfolio Strategy & Analytics to lead cross‑functional efforts across investment and operations, turning asset data into strategic insights. You will drive forecasting, scenario analysis, and capital allocation decisions with a data-driven mindset.

The role requires substantial real estate investment experience, advanced modeling, and strong communication skills to influence senior leaders and investors.

Qualifications

• Bachelor’s degree required; MBA/CA/CFA preferred with financial markets understanding.
• 6+ years in real estate investment management, portfolio strategy, financial analytics, or related field; SFR experience preferred.
• Advanced modeling and analytical capabilities; proficiency with Tableau, Python, and SQL.
• Strong communication skills and ability to influence senior leaders.
• Leadership experience navigating cross-functional teams and executing strategies.

Responsibilities

• Own portfolio performance and insights; identify levers across P&L to drive revenue and asset economics.
• Lead forecasting, modeling, and strategy; collaborate with Data Science on cash flow and portfolio tools.
• Enhance asset management decision-making with data-driven pricing, renewals, and expense optimization.
• Oversee monthly/quarterly reporting for senior leadership, investors, and cross-functional partners.
• Improve data quality and analytics infrastructure with BI and technology teams.

Skills

Portfolio strategy

Financial analytics

Communication

Leadership

Cross-functional collaboration

Education

Bachelor’s degree

MBA

CA

CFA

Tools

Tableau

Python

SQL

Job description

Role Overview

The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes, and the management and operation of Amherst’s portfolio investments. This role seeks a Vice President of Portfolio Strategy & Analytics to serve as a strategic, cross‑functional leader within Amherst’s investment and operations ecosystem.

Responsibilities

Own Portfolio Performance & Insights: Develop a deep understanding of all performance levers across the P&L—from rent growth and renewal strategy to operating expenses, capex, and economic NOI. Convert asset‑ and portfolio‑level data into actionable recommendations for optimizing revenue, reducing cost, and improving long‑term asset economics.

Drive Forecasting, Modeling, and Strategy: Partner with Data Science to refine asset cash flow and portfolio forecasting tools, ensuring outputs are accurate, decision‑useful, and strategically aligned. Lead portfolio forecasting, scenario testing, and sensitivity analysis to inform capital allocation, fund strategy, and pricing decisions.

Enhance Asset Management Decision‑Making: Collaborate with Asset Management to design and operationalize data‑driven strategies for pricing, renewals, expense optimization, and operational performance. Establish frameworks and KPIs that connect on‑the‑ground operations to portfolio‑level financial outcomes.

Lead Reporting & Performance Communication: Oversee monthly and quarterly reporting packages for senior leadership, investors, and cross‑functional partners. Translate analytical conclusions into clear, compelling narratives that support fund strategy, investor communication, and IC processes.

Strengthen Data & Analytics Infrastructure: Work closely with BI and Technology to improve data quality, accessibility, and visualization tools. Champion analytics best practices and drive adoption of improved dashboards, models, and performance measurement systems.

Desired Skills & Qualifications

• Education: Bachelor’s degree; MBA, CA, CFA (preferred) with financial markets understanding.
• Experience: 6+ years in real estate investment management, portfolio strategy, financial analytics, or a related field; experience in single‑family residential (SFR) preferred.
• Technical: Advanced modeling and analytical capabilities; proficiency with Tableau, Python, and SQL.
• Communication: Excellent communicator who can simplify complexity and influence senior leaders.
• Leadership: Proven experience navigating cross‑functional teams and a leadership mindset for both strategy setting and detailed execution.

Benefits

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

Equal Opportunity Employer

We are 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 we encourage all applicants to apply.