Portfolio Investment Analyst

2 weeks ago

Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,73,89,824 - ₹ 2,53,41,560

Portfolio Investment Analyst Role


The Amherst Portfolio Management Team is seeking 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 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.

About the Job:

  • 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.
  • 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.
  • Assist the Manager in India to review the models and reports and drive the workflows independently.
  • Provide guidance to the team members and lead the team on complex deliverables.
  • Identify opportunities and implement processes to centralize, eliminate, or automate activities.
  • Responsible for PM Investor Relations Reporting. This includes preparation and review 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.
  • Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.


Qualifications:

  • MBA/ CA/ CFA with financial markets understanding a plus.
  • Experience: 4-7 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 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.


Our Values:

  • Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.
  • Client-Centricity & Business Acumen: Strong Team player, multiple internal stakeholder management.
  • Communication & Connectivity: Strong written and verbal communication skills with clients and management.
  • Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.


Working Arrangement:

US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

],

  • Senior Investment Analyst

    1 week ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 21,07,200 - ₹ 25,99,600

    Financial Analysis Role OverviewAbout the PositionThis is a senior-level financial analysis role, requiring extensive experience in dissecting complex financial data.We are seeking an expert to play a pivotal role in evaluating investment opportunities and supporting strategic decision-making.The ideal candidate will collaborate closely with portfolio...

  • Senior Investment Strategist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 20,15,000

    Portfolio Research AnalystThis role focuses on in-depth portfolio analysis, working closely with investment managers to develop strategic recommendations that align with client objectives.Conduct comprehensive portfolio assessments and rebalancing strategies to optimize asset allocation and minimize risk-adjusted returns.Investigate a range of Mutual Funds,...

  • Senior Portfolio Strategist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000

    Investment Analyst RoleThe role of Investment Analyst is a dynamic opportunity to work on cutting-edge projects in investment advisory, portfolio management, and asset allocation.As an Investment Analyst, you will be responsible for providing analytical support to the team, developing portfolio allocation strategies, and conducting market research. You will...

  • Future Investment Strategist

    1 week ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    About the RoleWe are seeking a highly motivated and skilled student to work on cutting-edge investment projects involving portfolio management, asset allocation, and risk profiling. This is an extraordinary opportunity for a self-driven individual with a strong analytical mindset.About the Internship:As an Investment Analyst intern, you will engage in...

  • Research Investment Analyst

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 60,00,000

    We are seeking a detail-oriented Equity Research Analyst Intern to join our team in Hyderabad. This internship provides hands-on experience in equity research and financial analysis, working closely with our analysts to support stock analysis and investment decisions.Job Description:This is an exciting opportunity for students and recent graduates to gain...

  • Global Investment Analyst

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeQuantitative Full time ₹ 20,00,000 - ₹ 40,00,000

    Quantitative Product SpecialistThis role offers a unique blend of analytical and client-facing responsibilities.We are seeking an expert to join our investment team and support global strategies spanning macro, alternatives, and tax benefit solutions.Work with complex datasets to produce portfolio analysis, factor attribution, and performance...

  • Financial Portfolio Specialist

    7 days ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

    Finance Investment Analyst Job OpportunityThis is a part-time remote role on a contract basis for a Finance Investment Analyst.We are seeking a CFA with 8+ years of experience in US Finance Markets to evaluate live model responses related to Finance.Strong analytical skills and experience in financial analysis are required.Proficiency in reading and...

  • Senior Portfolio Optimization Expert

    1 week ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Position:Financial Modeling SpecialistWe are seeking a skilled professional to evaluate live model responses related to finance and ensure accuracy and relevance.Evaluate live model responses for finance-related information, guaranteeing precision and relevance.Analyze annual reports from the Securities and Exchange Commission (SEC) to provide expert...

  • Chief Investment Strategist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment OpportunitiesWe are seeking an Investment Analyst to drive strategic decision-making and enhance our portfolio. As a key member of the team, you will analyze investments, develop financial models, and manage datasets to identify trends and opportunities.Responsibilities:Analyze investments and provide actionable insightsDevelop and maintain...

  • Portfolio Strategist

    2 weeks ago

    Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 2,00,00,000

    Role OverviewAs a Senior Investment Specialist, you will be responsible for managing client portfolios and providing expert advice on equity investments.Key Responsibilities:Collaborate with clients to understand their investment goals and risk tolerance.Develop and implement customized investment strategies to meet client objectives.Monitor and adjust...