Analyst/Sr. Analyst – Portfolio Management

About the job

Department / Role Overview: Merchant Banking – Portfolio Management 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. The Merchant Banking business unit collaborates closely with the other Amherst business units, including the Development and Operator business units, as part of the fully integrated Amherst platform. The Role is within the Amherst’s Merchant Banking Division in the Portfolio Management (“PM”) group. Our Portfolio Management team sits at the center of the action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products. We seek a highly motivated individual to play a key role in the execution of reporting to investors, shareholders and key stakeholders invested in single-family rental (SFR) properties. We communicate with leading institutional investors frequently and must articulate our strategy and performance well. We are subject matter experts in many areas of the firm –including venture strategy, asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution. This high visibility team serves as the internal fiduciary for investors –working across all departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance. Job Description (Role & Responsibilities): • Assist Senior Portfolio Managers in the US to build and maintain dashboards using Tableau and other data visualization tools. Help in sourcing the required data from databases using SQL and build strategic analysis. • Setup the models and templates for outliers analysis and provide valuable insights on the data. • Support Revenue Management team by preparing and presenting concise market- and fundlevel analyses, including key performance indicators. • Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations. • Support Portfolio Managers in developing and maintaining analyses for diverse SFR management strategies. • Perform comprehensive portfolio valuations for all joint ventures and assist Portfolio Managers in identifying key trends. • 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. • 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 SQL, Tableau, MS Office Excel and PowerPoint. Prior experience in using Yardi, Power BI 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. Amherst’s core values: ➢ Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions. ➢ Client-Centricity & Business Acumen: Strong Team player, multiple internal/external stakeholders management, ➢ Communication & Connectivity: Strong written and verbal communication skills with clients and management. Collaboration – We align, contribute, and win together. ➢ Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills. ➢ Agility – We are nimble and responsive. ➢ Community – We empower and support people to create a sense of belonging for all. Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST)

Requirements

• Tableau
• SQL
• Financial modeling
• Communication
• Time management

Qualifications

• Bachelor’s degree
• MBA
• CA
• CFA

Preferred Technologies

• Tableau
• SQL
• Financial modeling
• Communication
• Time management