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15h Left : Analyst / Sr. Analyst, Portfolio Management - Investor Reporting

15h Left : Analyst / Sr. Analyst, Portfolio Management - Investor Reporting

AmherstMumbai, Maharashtra, India
30+ days ago
Job description

Amherst Overview

Amherst is a vertically integrated real estate investment, development, and operating platform, offering solutions across the U.S. real estate capital stack, including single-family residential (SFR), mortgage-backed securities (MBS), and commercial real estate (CRE). Amherst is headquartered in Austin, TX and New York, NY, in the United States, with regional global offices located in India and Costa Rica. Underpinned by proprietary technology, battle-tested data and mortgage model, and a deep understanding of U.S. real estate markets, Amherst’s vertically integrated platform seeks to provide investors a more efficient model to price, finance, and manage real estate with turnkey execution capabilities across the firm’s debt and equity strategies in the public and private residential, commercial, and mortgage-backed securities markets.

Our Single-Family Residential strategy has quickly scaled over the last 10 years to own and operate 40,000+ homes in 30+ markets across 20 states while building a vertically integrated real estate investment and operating platform that manages approximately $18bn in assets (AuM). Across the SFR strategy, Amherst acquires, builds, renovates, leases, finances, manages, and disposes of homes on its own account and for its investors. Outside of the SFR strategy, Amherst is engaged in various strategic initiatives and venture businesses, including commercial real estate debt and equity (all things non-SFR) and mortgage-backed securities advisory. For Further information about The Amherst Group, kindly visit https : / / www.amherst.com / .

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 Amherst Merchant Banking division is seeking to expand its global footprint in Mumbai, India, with a goal of establishing a team of professionals working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.

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

    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)

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